CSV Import to update Date and Start Date on the Sales Orders

A. Prepare the CSV file for the import

The CSV file may consist of the following:

a. Internal ID of the Sales Order

b. Date

c. Start Date

Note: The values for Date and Start Date should follow the format reflected when manually creating the transaction.

B. Perform the Import

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

    Import Type = Transactions

    Record Type = Sales Order

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:

    Internal ID = Internal ID

    Date = Date (Sales Order folder)

    Start Date = Start Date (Sales Order folder)

Note: You may click on the pencil icon to set a Default Value for the Date and Start Date fields.

5. Click Next

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