Are CSV imports to the Customer Refund record not ...
# administrationb
bputnam
08/10/2020, 9:09 PMAre CSV imports to the Customer Refund record not allowed? I’m not able to find a clear answer on this in the help
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KevinJ of Kansas
08/10/2020, 9:20 PMI don't believe they are allowed
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bputnam
08/10/2020, 9:21 PMthats what i thought but just couldn’t validate 100%
bputnam
08/10/2020, 9:21 PMty @KevinJ of Kansas
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KevinJ of Kansas
08/10/2020, 9:21 PMAs a work around
KevinJ of Kansas
08/10/2020, 9:21 PMyou can use a workflow to convert via a transform record
KevinJ of Kansas
08/10/2020, 9:21 PMfrom a credit memo
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bputnam
08/10/2020, 9:22 PMinteresting
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KevinJ of Kansas
08/10/2020, 9:22 PMadd a check box to your credit memo called "to be refunded" and then update it via CSV to set that.
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KevinJ of Kansas
08/10/2020, 9:22 PMI think a portion of the reason for it is that sometimes customer refunds are issued via CC
KevinJ of Kansas
08/10/2020, 9:22 PMwhich wouldn't necessarily work well with a CSV import.
KevinJ of Kansas
08/10/2020, 9:23 PMI'd want to try it on a very limited basis if that was the case with someone who wouldn't pitch a fit if it went wrong.
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bputnam
08/10/2020, 9:23 PMmakes sense i may play around with that idea in a sandbox
bputnam
08/10/2020, 9:23 PMthank you so much
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mwalsh00
08/12/2020, 4:01 PM@bputnam I just did a data migration do this exact process
mwalsh00
08/12/2020, 4:01 PMwe had pre-exiting cash sales, put a checkbox on it "To be refunded", and then mass update to trigger workflow to transform records. Worked great
mwalsh00
08/12/2020, 4:01 PMi can share bundle with your sandbox if you'd like
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bputnam
08/12/2020, 4:12 PMsound super interesting and would be awesome to check it out!
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