Remove Pricing Groups on Customer Records via CSV Import

Scenario

Remove all the Pricing Groups found on Customer record > Financial tab > Group Pricing subtab through CSV Import.

Solution

1. Create a CSV Import file with the following headers:

   -Internal ID = Refers to the Internal IDs of the customers to be updated

   -Pricing Group = Leave the column blank

   -Pricing Level = Leave the column blank

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

   -Import Type = Relationships

   -Record Type = Customers Only

   -Character Encoding = Western (Windows 1252)

3. Select one file to upload

4. Click Next

   -Data Handling : Update

   -Advanced Options: Overwrite Sublists = True

5. Click Next

   Map the following fields:

   -Internal ID = Internal ID (Customer folder)

   -Pricing Group = Group Pricing 1 : Pricing Group (Customer Group Pricing folder)

   -Price Level = Group Pricing 1 : Price Level (Customer Group Pricing folder)

6. Click Next

7. Click Save & Run