Scenario

You can bulk update credit limits on multiple customer records through CSV import.

Solution

Prepare CSV file for import

• Enter the minimum field requirements on your file. See sample below:
  • Internal ID:Enter customer internal ID
  • Credit Limit:Enter credit limit for each customer

  • Internal ID	Credit Limit
    0000000	$250.00

• Save CSV file

Perform CSV Import

• Navigate toSetup>Import/Export>Import CSV Records
• Scan & Upload CSV File:
  • Import Type:SelectRelationships
  • Record Type:SelectCustomers Only
  • CSV File(s):ClickSelect...
    • Select CSV file
    • Click Open
  • ClickNext
• Import Options:
  • Data Handling:SelectUpdate
  • ClickNext
• Field Mapping:
  • Map the following fields as shown in the table below:

  • Internal ID	Customer : Internal ID
    Credit Limit	Customer : Credit Limit

  • ClickNext
• Save mapping & Start Import:
  • Import Map Name:EnterName
    • Example:Set Credit Limit template
  • ClickSave & Run