Scenario
Create multiple file CSV Import to update the Department/Location/Class field value(s) on Expense Line(s).
Solution
- Create a CSV Import file:
- Primary File
- Internal ID
- Expense File
- Internal ID
- Line ID
- Department/Location/Class
- Primary File
- Navigate to Setup > Import/Export > Import CSV Records
- Import Type = Transactions
- Record Type = Vendor Bill
- Select Multiple files to upload
- Primary File – Vendor Bill
- Linked File (Optional) – Vendor Bill Expenses
- Click Next
- Data Handling = Update
- Click Next
- Primary File Key Column = Internal ID
- Vendor Bill Expenses (Linked File) = Internal ID
- Map the following fields:
- Internal ID = Internal ID (Found under Vendor Bill folder)
- Line ID = Expenses : Line (Found under Vendor Bill Expenses folder)
- Department/Location/Class = Expenses : Department/Location/Class (Found under Vendor Bill Expenses folder)
- Click Next
- Enter an Import Map Name
- Click Save and Run