Jcurve Support Articles / CRM

Update Hold Field on Customer Record in Bulk Via CSV Import

Written by
Pattranit Lakhan
Published on
May 29, 2023 at 3:17:34 AM PDT May 29, 2023 at 3:17:34 AM PDTth, May 29, 2023 at 3:17:34 AM PDT

Scenario

Use CSV Import to update Hold field on the Customer record.

Solution

  1. Create a CSV File with the Internal ID of the Customers to be updated
  2. Navigate toSetup>Import/Export>Import CSV Records
  3. Scan & Upload CSV File:
    • Import Type:SelectRelationships
    • Record Type:SelectCustomers Only
    • Select the CSV File
    • ClickNext
  4. Import Options:
    • Data Handling:SelectUpdate
    • ClickNext
  5. Field Mapping:
    • NetSuite Fields: SelectInternal ID
    • Your Fields: SelectInternal ID
    • NetSuite Fields: SelectHold
    • Click thePencil Icon
      • Default Value:SelectProvide Default Value
      • SelectOn
      • ClickDone
    • ClickNext
  6. Save Mapping & Start Import:
    • Import Map Name:EnterName
    • ClickSave & Run
#import
#Customer Record
#hold
#update customer partner
Jcurve Support Articles / CRM