CSV Import-To update the Class field value on Expense Line under Vendor Bills

Scenario

Create multiple file CSV Import to update the Class field value on Expense Line under Vendor Bills

Solution

1. Create a CSV Import file:
   • Primary File
     • Internal ID
   • Expense File
     • Internal ID
     • Line ID
     • Class
     • Expense Category
2. Navigate to Setup > Import/Export > Import CSV Records
   • Import Type = Transactions
   • Record Type = Vendor Bill/Supplier Bill
   • Select Multiple files to upload
     • Primary File – Vendor Bill
     • Linked File (Optional) – Vendor Bill Expenses
3. Click Next
   • Data Handling = Update
4. Click Next
   • Primary File Key Column = Internal ID
   • Vendor Bill Expenses (Linked File) = Internal ID
5. Map the following fields:
   • Internal ID = Internal ID (Found under Vendor Bill folder)
   • Line ID = Expenses : Line (Found under Vendor Bill Expenses folder)
   • Class = Expenses : Class (Found under Vendor Bill Expenses folder)
6. Click Next
7. Enter an Import Map Name
8. Click Save and Run