User would like to update Pricing Group in the Customer record via CSV.
Note: This requires the use Overwrite Sublist which removes all the existing data in the sublist.
1. Create a CSV Import file with the following headers then populate the cells with the correct values:
Group Pricing 1
Price Level 1
Group Pricing 2
Price Level 2
Group Pricing 7
Price Level 7
2. Navigate to Setup > Import/Export > Import CSV Records.
a. Scan and Upload CSV File:
Import Type = Relationships
Record Type = Customers Only
Click on Select button then picked the file we created earlier.
b. Import Options
Data Handling = Update
Advanced Options: Overwrite Sublists = True
c. Field Mapping
Internal ID = Customer : Internal ID
Pricing Group 1 = Customer Group Pricing 1 :Pricing Group
Price Level 1 = Customer Group Pricing 1 : Price Level
Pricing Group 2 = Customer Group Pricing 2 :Pricing Group
Price Level 2 = Customer Group Pricing 2 : Price Level
Pricing Group 7 = Customer Group Pricing 7 :Pricing Group
Price Level 7 = Customer Group Pricing 7 : Price Level
3. Click Save and Run