Monday, May 6, 2019

Remove line items from Opportunity records via CSV Import

This solution serves to remove line items from an Opportunity record using a CSV import. 


Note: Always perform test CSV imports for a few records before performing the actual CSV Import for all target records. CSV import changes are non-reversible.

1. Create a CSV file that you can generate from a Saved Search with these columns:

  • Internal ID of Opportunity record
  • Internal ID of the Item records that will remain after the import

2. Navigate to Setup > Import/Export > Import CSV Records.

3. Under Import Assistant, set:

  • Import Type = Transactions
  • Record Type = Opportunity
4. Select the CSV file for upload and click Next.

5. Set Data handling to Update.

6. Under Advanced Options, mark the Overwrite Sublists checkbox.

7. Click Next.

8. Set the following Field Mapping:

  • Internal ID = Internal ID
  • Items (set to Internal ID) = Items: Item
Note: Click the pencil icon on next to Items and set Choose Reference Type to Internal ID
9. Click Next.

10. Set Import Map Name.

10. Click Save & Run.

Result: The items whose Internal ID were not included in the CSV file are removed from the Opportunity records.

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