Scenario: The requirement was to completely update the transaction expense/item lines as it was created with incorrect data.
Solution:
– Prepared CSV import file with the correct expense line data.
– Add a column for Line ID.And fill the column starting from 1 for each line that belongs
to one record. That is if one record has 3 item lines then add line IDs starting from 1
to 3 for this record. And for the next record again start from 1.
– During import, Choose the “Update” import option.
– Check the “Overwrite Sublists” checkbox in Advanced Options
– Use External ID/ Internal ID of the transaction records
– Map all the required sublist data(not only the field that was incorrect) as this process
will completely replace the old sublist data with the new one.
– After a successful import the sublist data will get replaced.