- Create a CSV File with the following columns:
- Vendor Internal ID – Enter the Internal ID of the Vendor that the user wants to add a secondary subsidiary
- Subsidiary Internal ID – Enter the Internal ID of subsidiary that the user wants to add on the Vendor record
- Navigate to Setup > Import/Export > Import CSV Records
- Import Assistant Page:
- Scan and Upload CSV File
- Import Type: Select Relationships
- Record Type: Select Vendor-Subsidiary Relationship
- CSV Files: Upload the CSV File created
- Click Next
- Import Options
- Data Handling: Select Add
- Click Next
- Field Mapping:
- Vendor Internal ID: Map to Vendor-Subsidiary relationship: Vendor (Req)
- Subsidiary Internal ID : Map to Vendor-Subsidiary relationship : Subsidiary (Req)
- Click Next
- Notes: Click the Pencil Icon for both fields and set the Choose Reference Type to Internal ID
- Save mapping and Start Import:
- Import Map Name: Enter Import Name
- Click Save and Run
- Go to Setup > Import/Export > View CSV Import Status to monitor the progress of the CSV Import.