Cash Refund Import

A cash refund transaction records the return of funds to customers for an over-payment or credit balance refund request. Each cash refund record can include information such as refund amount, associated customer or credit, payment method, and line items.

The cash refund import feature provides an efficient way to add or update refund data in bulk. This feature is useful during historical data migration or when integrating with external systems. Manual entry of each cash refund is time-consuming and increases the risk of errors, especially for high-volume operations. Using the CSV Import Assistant, you can import or update all mapped fields available for cash refunds in the UI, REST, or SuiteScript.

For more information about preparing your data and templates, see Guidelines for CSV Import Files.

To start an import, go to Setup > Import/Export > Import CSV Records. In Step 1 of the Import Assistant, select Transactions as the import type and Cash Refund as the record type.

No new permissions are required to use this feature. Existing cash refund permissions and account settings also apply to CSV imports.

Important:

To link imported cash refunds to other records, such as credits or payments, use unique IDs, preferably external IDs. Only internal and external IDs can be used to link records. Transaction IDs are not unique and cannot be used for linking.

Supported Cash Refund Sublist Data Imports

The cash refund import supports the following sublist data:

Sublist	Notes
Items	You must import at least one line item for all new cash refund records, and you must map required fields for this sublist on the Field Mapping page. See Required Items Sublist Fields for Transactions Imports. You can selectively update line items based on the Line/Order Line or Item key field. For more information, see Line Item Updates on Transactions Imports.
Partners	Available when the Multi-Partner Management feature is enabled. For more information, see Setting Up the Multi-Partner Management Feature. You can selectively update line items based on the Internal ID, External ID, or Partner fields.
Sales Team	Available when the Team Selling feature is enabled. For more information, see Team Selling.

Sublist

Notes

Items

You must import at least one line item for all new cash refund records, and you must map required fields for this sublist on the Field Mapping page. See Required Items Sublist Fields for Transactions Imports.

You can selectively update line items based on the Line/Order Line or Item key field. For more information, see Line Item Updates on Transactions Imports.

Partners

Available when the Multi-Partner Management feature is enabled. For more information, see Setting Up the Multi-Partner Management Feature.

You can selectively update line items based on the Internal ID, External ID, or Partner fields.

Sales Team

Available when the Team Selling feature is enabled. For more information, see Team Selling.

Supported Cash Refund Subrecord Data Imports

The cash refund import supports the following subrecord data:

Subrecord	Notes
Billing Address	By default, the subrecord Address field is read-only, and data from other subrecord fields is copied into it. If you map the Override field and set it to Yes (meaning true), you can import data for the Address field.
Items - Inventory Detail	Available when the Advanced Bin/Numbered Inventory Management feature is enabled. For more information, see Advanced Bin / Numbered Inventory Management.
Shipping Address	By default, the subrecord Address field is read-only, and data from other subrecord fields is copied into it. If you map the Override field and set it to Yes (meaning true), you can import data for the Address field.

Subrecord

Notes

Billing Address

By default, the subrecord Address field is read-only, and data from other subrecord fields is copied into it. If you map the Override field and set it to Yes (meaning true), you can import data for the Address field.

Items - Inventory Detail

Available when the Advanced Bin/Numbered Inventory Management feature is enabled. For more information, see Advanced Bin / Numbered Inventory Management.

Shipping Address