The given data has the fields – ID, Company name, Taxable, Tax item, Billing state. The fields to be updated are Taxable and tax item.
STEP 1- Create a saved search and extract the customer records with the fields provided in the given data along with the internal ID of the records. Click on export as excel. Now the required file with the internal ID will be downloaded
STEP 2- In the given file move to a new column and enter the formulae – VLOOKUP (choose the first cell of the column ‘ID’, then move to the extracted file and choose the entire range that consist of ID and Internal ID, enter the column index number of internal ID, enter FALSE to get the exact match). Then press enter and drag it towards the entire column.
Now the corresponding internal ID with respect to each customer record will be populated in the column.
By utilizing the internal ID values, it is possible to modify the taxable and tax items fields through CSV import. To initiate the CSV import process, follow these steps:
• Navigate to the “Setup” menu.
• Select “Import/Export” options.
• Choose “Import CSV Records.”
• Opt for “Relationships” as the import type and “Customers” as the record type.
• Specify the file to be imported and proceed by selecting “Next.”
• Click “Update” and then click “Next” again.
• Once you have mapped the fields, proceed to the next step.
• Provide a name for the import and select “Save and Run.”