Ok, got a complicated one for y'all... For CSV imp...
# general
r
Ok, got a complicated one for y'all... For CSV importing records... Is there a way to update entity address records if I have a listing of the "Address Internal ID" of the address records I want to change? Basically I want to mass update a bunch of address records, and first place I looked at was CSV import. This may be the wrong avenue to explore, and I open to suggestions.
k
This is a risky one it is
r
no kidding
k
I'd heavily recommend testing on small samples first.
r
I was gonna test it on a few records I've got for testing first
oh yeah... (nods)
k
That said, I think there are like 3 address "internal ID fields" that you need to try it with
r
I'm not sure if it can be done even...
k
it can
gotta do it from vendor/customer/contact/whatever
r
I've got the Customer internal ID, and Address internal ID... and thinking of doing an "update" function.
I've done lots of item CSV updates, but never an entity-based one. Looks like it's Import Type=Relationships and Record Type=Customers Only
k
sounds good so far
r
yeah, I just have to figure out how to separate out the address data. Ex Address Line 1, Address Line 2, City, State
k
fun fun
c
Kevin is right. There is Internal ID, Address: Internal ID, and Address Internal ID...the last one is the one you want. do a visual of the address line in the customer or vendor to verify
👍 1
s
I think this has to be done a two file upload. the first file has the customer data (customer ID) the 2nd has the address information AND the customer internal ID
k
Nah, I've done it all in a single upload before
s
👍
k
All the multiple file upload format does is make some header/detail relationships a bit less painful to set up if you have mismatches in levels of data (i.e. some missing data for some of the records) and your data is already set up so that it's not that difficult to convert into appropriate single file format.
c
We did it single file the other day..