Tuesday, June 25, 2019

CSV Import of Customers > Update Credit Limit on Sub Customers using Customer ID for Reference

I. Prepare a CSV file with the following headers:

1. Customer ID

2. Child Of

Note: It is value reflected on the Parent Company field on the Customer record. This column may be removed if the update is not for sub Customers.

3. Credit Limit

II. Perform the import

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

            Import Type = Relationships

            Record Type = Customers Only

2. Click Select, choose the file for the import and click Next

3. Set Data Handling to Update and click Next

4. Map the following fields:

            Customer ID = Customer ID

            Child Of = Child Of

            Credit Limit = Credit Limit

5. Click Next

6. Enter an Import Map Name and click Save & Run or simply click Run

Result: The Credit Limit should be updated successfully on the sub Customer records.

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