CSV Import to Update a Field on a Transaction> Error: "A record with this ID already exists. You must enter a unique ID in order to create or update this record"
The error "A record with this ID already exists. You must enter a unique ID in order to create or update this record" on CSV Import to update a transaction is encountered if there are transactions with the same Document Number as that of the transaction you are trying to update via CSV Import and the Duplicate Number Warnings Accounting Preference is set to Warn and Block on the account.
Note: Since on the CSV import there is no Duplicate Warning unlike when directly updating the transaction, the import will just fail and will not allow you to update the transaction via import.
To confirm the duplicate transactions, try to search for the duplicate transactions on the global search.
If both of these transactions are valid, the workaround for this is to set the DUPLICATE NUMBER WARNINGS preference to Warn (UI Only)
- Navigate to Setup> Accounting> Accounting Preferences> Items/Transactions tab>
- Other Transaction Preferences
- Duplicate Number Warnings: select Warn (UI Only)
Perform the CSV Import. Once done, you may set the preference again to Warn and Block again.