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Mass Customer Profile Update

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edited Aug 24, 2021 10:37PM in Receivables & Collections 2 comments

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Hi All,

I need to do a mass update on customer profiles. I initially created customers using the simplified spreadsheet, now I need to update their customer profiles. I downloaded the FBDI one called the Customer Import template. I populated HZ_IMP_PARTIES_T, HZ_IMP_ACCOUNTS_T and the RA_CUSTOMER_PROFILES_INT_ALL (on this sheet I added U in the Insert Update. I followed Doc ID 2455975.1  1.- For Account / Site Level Profiles:
1.1.- Pass data in CUST_ORIG_SYSTEM, CUST_ORIG_SYSTEM_REFERENCE and CUST_SITE_ORIG_SYSTEM, CUST_SITE_ORIG_SYSTEM_REFERENCE (as usual, no change there), I have then added info in these columns but then got the following error after import The customer profile record designated for update doesn't exist. Update CUST_ORIG_SYSTEM_REFERENCE and CUST_SITE_ORIG_SYS_REF to match an existing profile.

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