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NSC | How to Update Journal Entry Memo Through CSV
Scenario:
The user would like to know how to add and / or update Notes in 20 Journal Entries through CSV
Solution:
Create a CSV file with the following columns:
- Note: Memo
- Note: Transaction
- Internal ID of the Journal
To Add User Notes:
- Setup > Import/Export > Import CSV Records
- Import Type = Communications
- Record Type = Notes
- Select your file
- Data Handling = Add
- Map the following (Note = Note : Memo (Req)Internal ID (Journal Entry) = Note: Transaction-Click pencil Icon beside Internal ID-Choose Reference Type = Internal ID)
- Click Done
- Save and Run Import.
To Update User Notes:
- Setup > Import/Export > Import CSV Records
- Import Type = Communications
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