Update Customer Contact roles using csv import in SCA

To update the contact role of a contact associated to a customer record via CSV import, the following steps should be followed:

• Create a CSV File with the following columns:

1. Customer ID
2. Contact Name

• Navigate to Import CSV Records:

Go to Setup > Import/Export > Import CSV Records.

• Scan & Upload CSV File Page:

1. Import Type: Select Relationships.
2. Record Type: Select Customers Only.
3. Select One File to Upload: Import the CSV file.
4. Click Next.

• Import Options Page:

Data Handling: Select Update.

• Field Mapping Page:

Map the fields as follows:

1. Customer ID = Customer : Internal ID
2. Contact Name = Customer : Contact Access 1 – Contact (select Internal ID)
3. Role = Customer : Contact Access 1 – Role (select required Customer role)

• Save and Run:

1. Name: Enter the Import Map Name.
2. Click Save & Run.

• Go to the job status page and make sure that every roles have been updated properly