Update the Contribution % of Two Sales Reps in a Sales Team on Opportunity Transactions through CSV Import

To update the Contribution % of Two Sales Reps in a Sales Team on Opportunity Transactions:

 

I. Create an Opportunity Saved Search for all Opportunities to be updated:

 

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click Opportunity.
3. Enter a Search Title.
4. In the Criteria tab > Standard subtab, enter the necessary filters.
5. In the Results tab > Columns subtab, add the following:

 

Internal ID
Sales Team Member
Contribution %

6. Click Save & Run.
7. In the results page, click Export – CSV.
8. Edit the CSV file so that each transaction will only appear as one line, for example:

Internal ID || Sales Team Member 1 || Contribution Percentage 1 || Sales Team Member 2 || Contribution Percentage 2

 

9. Save the CSV file.

 

II. Perform CSV Import:

1. Navigate to Setup > Import/Export > Import CSV Records.
2. Set the following:

 

Import Type = Transactions
Record Type = Opportunity

3. Select the CSV file.
4. Click Next.
5. Set Data Handling = Update.
6. Click Advanced Options.
7. Set Overwrite Sublists = True.
8. Click Next.
9. Map the following fields:

 

Internal ID <=> Internal ID
Sales Team Member 1 <=> Sales Team 1 : Employee
Contribution Percentage 1 <=> Sales Team 1 : Contribution %
Sales Team Member 2 <=> Sales Team 2 : Employee
Contribution Percentage 2 <=> Sales Team 2 : Contribution %

Note: In NetSuite Fields section, click the + sign beside Opportunity Sales Team to create the Sales Team 2 folder

 

10. Click Next.
11. Enter an Import Map Name.
12. Click Save & Run.