CSV Import > Customer Payment > CSV Response : Invalid doc reference key

 

In cases when a user is importing a Customer Payment uses the External ID of the Invoice in the CSV Template and receives the error " Invalid doc reference key", ensure that the Reference type for the Invoice field is set to External ID.

1.    Navigate to Setup > Import/Export > Import CSV Records.

2.    Import type – Transactions

3.    Record type – Customer Payment

4.    Data Handling – Add

5.    Field Mapping – in the Invoices : Invoice field, click on the pencil icon > Set Choose Reference Type to External ID.

Note: Alternatively,  Internal ID of the Invoice can be used instead of the External to avoid this error but need to change the Reference type in the field mapping page to Internal ID.