Scenario
Use CSV Import to unset Credit Cards as Default on Customer records in bulk when Payment Instrument feature is disabled.
Solution
1. Create aCSV file with the following columns:
- Internal Id [of the Customer]
- ID [of the Credit Card that needs to be unset as default]
- Default Credit Card = No/Yes
Note: In order to see the ID of the credit card, enable the Show Internal IDs preference in Home > Set Preferences > General tab > Defaults section.
2. Navigate to Set up> Import/Export> Import CSV Records
3. Scan & Upload CSV File:
- Import Type: Select Relationships
- Record Type: Select Customers Only
- Click Select and choose the file created in Step 1 above
- Click on Next >
4. Import Options:
- Data Handling: Select Update
- Click Next >
5. Field Mapping:
- Internal Id = Customer : Internal ID
- ID = Customer Credit Cards 1 : ID
- Default Credit card = Customer Credit Cards 1 : Default Credit Card
- Click Next >
6. Import Map Name: Enter Name
7. Click Save & Run