Transaction import

I'm going to focus on an update as the transaction import. Let's assume we need to change a specific item that appears on sales orders, such as Product A rev. 1 needs to replaced by Product 1 rev. 2 on all open sales orders.  

Updates are best done by starting with the data that is already in the system. Create a saved search to identify the data you are looking to update with the plan to export the data, manipulate it in Excel, and then re-upload the changes. The internal ID of the transaction will be used to ensure that the correct record is being updated.

There are two options to update the line level of a transaction. The first option is to overwrite the entire line level with the information in the source file. This works especially well when there is only one line on each sales order and it is the line item that we want to replace. The key is to use the OVERWRITE SUBLISTS option in step 2 of the import wizard, which will overwrite the entire sublist of line items with...