Updating Price Level to a Pricing Group on Customer Record via CSV upload

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To update the Price Level to a Pricing Group on a Customer Record via CSV upload, you can follow these steps: 1. Prepare your CSV file with the necessary columns. The columns should include the internal ID of the customer and the internal ID of the pricing group. 2. Go to NetSuite > Setup > Import/Export > Import CSV Records. 3. Select the record type as 'Customers'. 4. In the CSV Import Assistant, select 'Update' as the import type. 5. Upload your CSV file and map the columns in your CSV file to the corresponding fields in NetSuite. The 'Internal ID' field in your CSV should map to the 'Internal ID' field in NetSuite, and the 'Pricing Group' field in your CSV should map to the 'Pricing Group' field in NetSuite. 6. Review your mappings and start the import. Please note that the CSV import process can be complex and may require several attempts to get right. Always test your import with a small subset of data before proceeding with the full import. If you are dealing with a large number of customers and pricing groups, you might want to consider using a multi-file upload. Your main file would contain the customer internal IDs, while another file would contain the pricing information. This could help manage the complexity and reduce the risk of errors. If you are dealing with frequent changes in the list of applicable customers, you might want to consider creating a custom list field and assigning customers to the group they belong to. This could be used as the value to import against, reducing the need for constant adjustments to the list. Please note that these are general guidelines and may not cover all possible scenarios or complexities in your specific situation. Always test and verify your results before proceeding with a full import.