Box for Netsuite Uploading Will Put You Over Your Allocated Space

NetSuite Guidelines and Tips for Importing CSV Files

Learn how to format a file for a successful import.

Salvage fourth dimension, forestall error, update numerous records at once and avoid manual data entry with the CSV import procedure.

One of the near of import tasks involved in a new ERP system is pulling clean and authentic data into the system. Users can perform imports by utilizing a Microsoft Excel file, Integrations using APIs or a Comma-separated value file. CSV imports are the best way to transfer minor to medium-sized data sets from other applications into NetSuite.

Before importing information into NetSuite, make sure to set upwards your CSV files carefully by reviewing their formatting to avoid errors and verify that the information is imported with correct values.

Common use cases for CSV import involve:

• Bulk updates to electric current records
• Integrating external systems
• Bulk creation of records
• Processing large transactional records

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How to Import CSV Files with the Import Assistant:

About CSV imports can be made with the Import assistant. If you have the import CSV File permission the import Assistant can exist located at Setup > Import/Export > Of import Tasks > Import CSV Records.

The roles and permissions in your enabled features determine the kind of data that you can import with the Import Banana.

STEP ane: SCAN AND UPLOAD

Choose an Import Type: select the category of the record to import from the dropdown list.

Select a Record Type for import from the dropdown listing. These record types are separated into categories and listed in order.

Supported Record Types for CSV Import:

The Import Assistant incorporates an Import Blazon list that allows you to choose the category of information for import. First select the import type and so select the tape type of data to import.

The Import Assistant supports the beneath record types:
• Accounting Import type
• Activities Import Type
• Nomenclature Import Type
• Commumications Import Type
• Custom Records Import Type
• Customization Import Type
• Employees Import Type
• Items Import
• Payment Instruments Import Type
• Relationships Import Type
• Rules Setup Import Type
• Subscription Billing Import Type
• Supply Chain Import Type
• Support Import Blazon
• Transactions Import Type
• Website Import Type

Notation: The data that you can import is based on your permissions, accounts enabled features and your role. In order to use the Import Assistant, you must have the Import CSV File permission.

Choose Import Character Encoding:

On the Scan & Upload File of the Import Assistant, select the type of character encoding for your import. Encoding is based on the blazon of file you want to import. NetSuite supports the following character encoding:

• (Unicode) UTF-8 encoding – UTF-viii character encoding is the near broadly used format for importing a CSV file internationally.
• Western (Windows 1252) encoding – NetSuite users create CSV files for import in Excel Western (Windows 1252) is the default for the U.Southward edition.
• Western (ISO-8859-Q) encoding – This encodes Latin alphabet no.1, with 191 characters from the Latin script.
• Chinese Simplified (GB18030) – This is the most widely used character set for the Chinese linguistic communication.
• Chinese Simplified (GBK) encoding extension – This is used in China and Singapore.
• Traditional Chinese (Big5) encoding – This is used in Macau, Hong Kong and Taiwan.
• Japanese (Shift-JIS) encoding – This is the most widely used format in Japanese for a CSV import file.
• (Western) MacRoman – If yous create a CSV file inside Excel on a Mac information technology will default to MacRoman character encoding.
• Korean (ISO-2022-KR) encoding – This is the character lawmaking for Korean text.
• Korean (EUC-KR) encoding – One of the broadly used legacy character encodings.

Choose CSV Cavalcade Delimiter:

On the Import Assistant, cull the delimiter used to split the columns in the imported CSV file:
– Tab
– Space
– Comma (,)
– Semicolon (;)
– Piping(I)

Select a file for import:

On the Scan & Upload CSV folio of the Import Assistant, cull which files are the source of the CSV data. Select the option button to indicate whether you are uploading one or more files with a limit of 25,000 records per upload. To select one or more than, click the Select push. This volition allow you lot to scan the files you want to import. If you take selected i file for upload, information technology volition only provide ane button.

Sublist Data Import:

Linked files might include Sublist data stored apart from the file (for example, an alternative address for a customer or an order record that contains a set of items). Yous can also use the Import Assistant to import sublist data for some record types and tin be included in the same file or a separate file for each sublists data.

If your CSV file was uploaded with an error, a message will appear with the type and number of errors to easily become dorsum and fix the file. It will also provide you with a zip file of the errors. If the file is without error move to stride 2.

STEP 2: IMPORT OPTIONS FOR Data HANDLING

Select Data Handling for Import

Add together: Choose the new import records inside NetSuite
Update: Choose this option if the records are currently inside NetSuite and the new import is modifying the records.

Add or Update: Choose these options if imported records involve new and exsisting records inside NetSuite.

Required Permissions for CSV Imports:

In gild to import CSV data, it is mandatory that the file permission is assigned to a role. To assign the import permission to the role take these steps:

• Setup > Users/Roles > User Management > Manage Roles
• Select the required part that y'all would like to change. Choose Edit or Customize.
• Next, caput to the permissions tab and select Setup.
• Nether the Permissions tab choose Import CSV file.
• Cull the Level dropdown list and select the needed permission level.
• Select Add and Save.

Advanced CSV Import Options

Expand the advanced options menu to set preferences for the current import. The post-obit avant-garde options are:

1. Log Arrangement Notes for Custom Fields: This is a displayed default that allows you to create notes during an import of data from custom fields. Disabling this function for custom fields increases operation and is a suggested update for imports that add together data.

ii. Overwrite Missing Fields: Enable this function to make clean upwards missing fields mapped to CSV file fields without data associated to them. This is a adept thought especially during data updates, this is defaulted as disabled.

3. Validate Mandatory Custom Fields: Enable this option to require custom field data to be included before creating new records. Disable this option if you want to create records without all of the custom field data included. This option is defaulted to enabled.

four. Overwrite Sublists: This feature affects imports of sublist information when these data handling options are selected: Update, Add or update. This is a disabled selection by default.

• Overwrite Sublists = True: If this is enabled the Import Assistant replaces all sublist values with CSV file sublist data.
• Overwrite Sublists = False: This feature varies if the sublist import supports selective updates on key values. If the Overwrite Sublist is disabled on keyed sublists, it volition update existing data with key field values that match CSV file sublist rows. For non-keyed sublists, if the overwrite sublist is disabled the Import Assistant adds all CSV file data as new rows.

5. Ignore Read-Only Fields: Signify that read-only fields should be ignored during import job processing. This feature must be enabled for imports of entities or contacts together, leads and contacts together, likewise as customers and contacts together.

6. Prevent Duplicate Records: Utilize this choice to block duplicate import records. When this option is selected, the import of a tape is automatically identified equally a indistinguishable and creates a "Duplicate record was detected" error. On the other hand, the other records in the file will continue to process every bit normal.

seven. Custom Multi-Select Value Delimiter: This is used to gear up a custom character as a delimiter instead of a pipe. The Import Banana volition and so interpret the updated custom graphic symbol to indicate a multi-select relationship for this import. This character volition override any other account-level grapheme that is previously set up in your preferences.

8. CSV Decimal Delimiter: If the CSV that is beingness imported has numbers that use a comma as its decimal marking, this is the page you volition want to specify that on. The import assistant expects the period to be used every bit a decimal on the CSV files. The decimal mark you lot use volition override whatsoever other account-level decimal mark within your preferences.

9. Custom Course: When importing data, the field mapping folio includes all available NetSuite fields for the record type. Notwithstanding, your preferred form may not have all the fields required for y'all to import your information. To create a custom course, NetSuite provides the option to select an additional grade in the Import Assistant. To view the custom forms available, go to the Advanced options section of the Import Banana and so to the custom grade dropdown.

10. Server Scripting and Workflow Execution: Administrators tin can select who has the ability to alter SuiteScript and workflow triggers on CSV imports and is ready to a visitor preference by default. If this selection is available, the Run Server SuiteScript and Trigger Workflows box gives you lot the option to update the setting of an import and allows scripts and triggers to run during the import. If you clear the box information technology volition disable all scripts and triggers during an import. Afterward saving an import, the preference for this field will be saved.

11. Utilize Multi-Threading: This option enables multiple threads to procedure the job instead of the defaulted single thread process. Utilize this feature if the rows in your CSV do non need to be imported in order. * This is only available to NetSuite accounts that have a SuiteCloud Plus license.

12. Queue Number: Every import is allocated to queue 1. To better performance many users, like to spread import processing between multiple queues two-five to increase performance. The queue selected is shown in the queue column on the import job condition page. If you would like to edit the import queue number, you need to cancel the job and resubmit with the desired queue number.

Checking CSV Import condition:

Later on a job is completed, a notification is then sent to the electronic mail used to log in when the import was submitte. To view the csv import job status folio, become to setup > Bug > Issue Management > Import Issue Records> Status (Administrator).

STEP 3: FILE MAPPING

• Choose a principal file primal column to signify the manner that data is mapped within the file and others that are linked.
• Designate a key column from the linked files to map the principal key column. This stride is mandatory if you are uploading multiple files for import.

Stride iv: FIELD MAPPING

This stride will display the automated field mappings of the CSV file fields to NetSuite fields. The field mappings volition be in the heart of the pane, the CSV file fields are on the left, and if there are bare spaces these will demand to be mapped. If a field is required, information technology will be labeled with a Req.

CSV Field mapping tasks:

Highlight a line in the middle pane and click a field in the right or left pane. You can also elevate fields from any of the panes to move them around.

Assigning default values during field mapping:

The import assistant creates dependent field values when related field values are configured and can also be automatically populated in the user interface. NetSuite provides the ability to assign default values for required fields equally a consequent value for a record reference field beyond all imported records.

To create a default value for a field, go to the field mapping page, click edit, select Provide Default Value, and choose a value from the dropdown listing. This list depends on the number of values y'all have set up. To edit your Maximum Entries listing, become to Dwelling house > Set up Preferences.

Sublist Data Import:

NetSuite records can include unlike sets of associated information called sublists, equally each sales guild record consists of a set of items. With the import assistant, NetSuite allows you to import sublist data for specific record types and gives you the choice to be included in the same file.

If you prefer, y'all tin can upload divide files for each sublist'southward information as well. If fields are not mapped for a sublist, data volition not exist imported, fifty-fifty later setting a default value. Make sure you fill out the required fields for sublist import mapping.

Single File Upload: Required fields exercise not show up in the center pane of the Field Mapping page and are non required for import. The import Assistant assumes that you are not uploading sublist data.

Multiple File Upload:Required fields show volition be displayed in the center pane of the Field Mapping page. 1 master file for the record blazon and a linked file (one or more) for the subsists are required to move forrad.

Customizing and Creating NetSuite Roles:

To customize a office go to Setup > Users/Roles > User Management > Manage Roles
Select Customize. This role inherits all the normal permission and gives you the ability to brand changes every bit needed.

In order to create a new role without permissions go to Setup > Users/Roles > User Direction > Manage Roles > New (Administrator).

Bones Function Information:
• Enter the name of a custom role (one that is easily recognizable to assign to others) in the Proper name field. You can likewise enter an ID used for this role if you use scripting.

• If yous are creating a new function, the center type needs to be selected to base the role on. This sets default permissions and access that y'all can customize.

How to make a copy of an existing standard or custom role:

• Make certain you are in an Administrator role and go to Setup > Users/Roles > User Management > Manage Roles (Administrator).
• Select Customize or Edit on the role y'all desire to duplicate
• Rename information technology in the Name field
• Click the drop down and click Salve As.

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