JCurve Solutions Support Hub

Update Hold Field on Customer Record in Bulk Via CSV Import

Scenario

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

Solution

Create a CSV File with the Internal ID of the Customers to be updated
Navigate to Setup > Import/Export > Import CSV Records
Scan & Upload CSV File:

Import Type: Select Relationships
Record Type: Select Customers Only
Select the CSV File
Click Next

Import Options:

Data Handling: Select Update
Click Next

Field Mapping:

NetSuite Fields: Select Internal ID
Your Fields: Select Internal ID
NetSuite Fields: Select Hold
Click the Pencil Icon

Default Value: Select Provide Default Value
Select On
Click Done

Click Next

Save Mapping & Start Import:

Import Map Name: Enter Name
Click Save & Run

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