Update Custom Fields per Line Item in Expense Reports by CSV Import

Scenario

User needs to update Custom Fields in existing Expense Reports per line item through CSV import.

Solution

1. Create a file with following columns: Internal ID, Line ID, Custom Field
2. Navigate to Setup > Import/Export > Import CSV Records
3. Import Type: Select Employees
4. Record Type: Select Expense Reports
5. CSV File(s): Select the File
6. Click Next
7. Data Handling Option: Select Update
8. Click Next
9. Map the following fields:
10. Internal ID: Expense Report: Internal ID
11. Line ID: Expense Report Expenses 1: Line ID
12. Custom Field: Expense report Expenses 1: Custom Field
13. Click Next
14. Import Name: Insert a Name of the import.
15. Click Save & Run