Scenario
User would like to do a CSV import to Mark/Unmark Override checkbox on Addresses.
Solution
- Create a CSV File:
- Columns:
- Internal ID - Internal ID of the Vendor Records to be updated
- Address Internal ID - Internal ID of the Address
- Override
- Save the file as CSV (Comma Delimited) (*.csv)
- Navigate to Setup > Import/Export > Import CSV Records
- Import Assistant:
- Scan & Upload CSV File:
- Import type: Select Relationships
- Record Type: Select Vendor
- Upload CSV File
- Click Next
- Import Options:
- Data Handling: Select Update
- Click Advanced Options
- Run Server SuiteScript and Trigger Workflows: Enter Checkmark
- Click Next
- File Mapping:
- Field Mapping:
- Map all of the fields listed in step 1 and any other required fields as follows:
Internal ID |
<<<==>>> |
Vendor : Internal ID |
Override |
<<<==>>> |
Vendor - Address 1 : Override |
Address Internal ID |
<<<==>>> |
Vendor - Address 1 : ID |
2. Click Next
5. Save mapping & Start Import:
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- Import map Name: Enter Name
- Click Save & Run
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