Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update – JCurve Solutions

Scenario

Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update

a. Navigate to Reports > Saved Searches > All Saved Searches > New.

b. Click Customer link.

c. Under Criteria tab > Standard subtab > add filter > Default Credit Card > select Yes.

Note: To pull up all customers with default credit card on record.

d. Under Results tab > Columns subtab > add the following fields:

- Internal ID (customer's internal ID)

- Credit Card Internal ID

- Default Credit Card

e. Rename Search and Save Customer search as CSV.

f. Go to Setup> Import/Export > Import CSV Records. On CSV Import page:

Import Type = Relationships

Record Type = Customers Only

Select CSV file to upload (Search created steps a-e)

Data handling = Update

g. On your CSV Import, use below mapping fields:

Internal ID = Customer:Internal ID

Credit Card Internal ID =Customer: Credit Cards 1: ID

Default Value set to No = Customer: Credit Cards 1: Default Credit Card

h. Hit Save and Run.

Note: It is suggested to always try this on a couple of records first to see changes/updates after import.