Another CSV import question. When updating custom records that have more than one custom form, you have to pick the form to do the import, which OVERWRITES the selected custom form for that record. I’d like to prep my data for import by also exporting the selected custom form ID (so I can separate out into multiple imports, one for each form), but customform isn’t there as a field I can export to start with. Any workarounds for this?

You'll need to go into the Advanced section (right before the mapping page) to select the form. Save the CSV import spec for each custom form you selected/needed.

I know, but I need to update all the records of one type, there are two different forms, so I’ll have to do two CSV imports, one for each form. However, I have no way to separate the data for the update into two files, without being able to tell which form each record is on.

Create a transaction saved search and use Formula (Text) with the formula -> {customform} and then export the results out.

not transaction records

For custom records you'll need a saved search type for that specific record. With that said, I tested the above solution and got an error back from the formula. Alternatively, you could look for a field that exists on one form that doesn't exist on the other that could be used to differentiate the 2.

the second method is the only thing I think that would work