Friday, March 8, 2019

Set Start Date on Customer Records via CSV Import

1. Create a CSV file that contains the following information:

Customer name or Internal ID
Start Date

2. Run the Import Assistant:

- Navigate to Setup> Import/Export> Import CSV Records

- Set Import type to Relationships

- Set Record type to Customers Only

- Select the csv file

- Select Data Handling options to Update

- Map the following fields:

Customer name = Company Name
Start Date = Start Date

- Give the import map a title and click on Save and Run


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