Update Purchase Tax Code through CSV Import

Scenario

Customer would like to update the Purchase Tax Code of existing Items in bulk.

Solution

1. Create a CSV file with Item Name or Internal ID and Purchase Tax Code columns.

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

3. On Step 1 Scan & Upload CSV File

   • Make Import Type = Items

   • Make RECORD TYPE equal to your item type (inventory, assembly, etc)

   • Select ONE FILE TO UPLOAD

   • Select the CSV created on the first step

     

4. Click Next

5. On Step 2 Import Options, select Update

   
   

6. Click Next

7. On Step 4 Field Mapping, map Item : Item Name/Number and Item : Purchase Tax Code to your columns

   

8. Click Next

9. Lastly, enter an Import Map Name and click on Save & Run