Mass Delete Customer Item Pricing via CSV Import when Multiple Currencies feature is Enabled

The user wants to mass delete the pricing in the customer records.

Solution

A. CSV File Creation

1. Create a CSV file with the following fields as headers:
   • Internal ID = indicate Internal ID of the Customer record/s to be updated
   • Item = blank
   • Price Level = blank
   • Currency = blank
     Note: If the Multiple Currencies feature is disabled, this column is no longer needed.

B.Import Processusing Administrator role

1. Navigate to Setup > Import/Export > Import CSV Records
2. Go to Step 1 – Scan & Upload CSV File:
   • Import Type: Select Relationships
   • Record Type: Select Customers Only
   • Click One File to Upload
   • Click Select…
   • Browse and select the CSV file created above
   • Click Next >
3. Go to Step 2 – Import Options:
   • Data Handling: Click Update
   • Click Advanced Options
   • Overwrite Sublists = Enter Checkmark
   • Click Next >
4. Go to Step 4 – Field Mapping:
   Note: Click, Drag and Drop each field to map CSV Fields and NetSuite Fields accordingly.
   • CSV Field: Internal ID = NetSuite Fields: Customer : Customer ID
   • CSV Field: Item = NetSuite Fields: Customer Pricing 1 : Item (Req)
   • CSV Field: Currency = NetSuite Fields: Customer Pricing 1 : Currency (Req)
   • CSV Field: Price Level = NetSuite Fields: Customer Pricing 1: Price Level (Req)
   • CSV Field: Price = NetSuite Fields: Customer Pricing 1: Unit Price (Req)
5. Go to Step 5 – Save mapping & Start Import:
   • Import Map Name: Enter Title
     Example: Reset Customer Item Pricing
   • Click Save & Run