Monday, May 6, 2019

Set the Email Field to Blank through CSV Import

Note: Users must prepare a CSV file with the Internal ID of the records to be updated.

 

1. Navigate to Setup > Import/Export > Import CSV Records.
2. Set Import Type = Relationships.
3. Set Record Type = Contacts Only or the record type to be updated.
4. Select the CSV file.
5. Click Next.
6. Set Data Handling = Update.
7. Click Next.
8. Map the following fields:

 

Internal ID <=> Internal ID
<NULL> <=> Email

 

Note: Click the pencil icon for Email and mark Set Value to Null

 

9. Click Next.
10. Click Run.

 

If the user has two columns in the CSV file: (1) Internal ID of the records to be updated and (2) Email column that does not contain any data, perform the steps below:

 

1. Navigate to Setup > Import/Export > Import CSV Records.
2. Set Import Type = Relationships.
3. Set Record Type = Contacts Only or the Record Type to be updated.
4. Select the CSV file.
5. Click Next.
6. Set Data Handling = Update.
7. Click Advanced Options and set Overwrite Missing Fields = True.
8. Click Next.
9. Map the following fields:

 

Internal ID <=> Internal ID
Email <=> Email


10. Click Next.
11. Click Run.

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