CSV Import: Vendor Bill > To update the Department/Location/Class field value(s) on Expense Line(s)

Scenario

Create multiple file CSV Import to update the Department/Location/Class field value(s) on Expense Line(s).

Solution

1. Create a CSV Import file:
   • Primary File
     • Internal ID
   • Expense File
     • Internal ID
     • Line ID
     • Department/Location/Class
2. 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
3. Click Next
   • Data Handling = Update
4. Click Next
   • Primary File Key Column = Internal ID
   • Vendor Bill Expenses (Linked File) = Internal ID
5. 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)
6. Click Next
7. Enter an Import Map Name
8. Click Save and Run