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NSC | Bulk Update: CSV Import > Customer Records > Relationships tab > Contacts subtab > Role= Blank

edited Dec 5, 2023 11:36PM in Accounting / ERP 3 comments

While we cannot use Mass Update for this functionality since this is currently logged in as Enhancement under Issue 131958 Mass Update > Contact > Ability to update the Role for the contact, we can use CSV Import instead.

Based on my testing, below are the steps you can follow:

A. Create a CSV file using MS Excel software.

For testing purposes, you can use one customer first. You can follow this format below:

Don't forget to save the file as .csv.

B. Proceed with the CSV Import.

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

2. Under Scan & Upload CSV File, set the following:

Kindly mark "Yes" if you find the reply to your question as helpful. This will aid the community to find the solution/answer much easier. Let's always mark a reply and help the community! ☺️

Shamaine Chan-Oracle | Ask a Guru

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