Update Default Credit Card to False on the Customer Record via CSV Import

Scenario

Use CSV Import to unset Credit Cards as Default on Customer records in bulk when Payment Instrument feature is disabled.

Solution

1. Create a CSV 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