CSV Import Assistant Overview

 

The new CSV Import Assistant helps you import business and customer data from comma-delimited CSV files for common record types. The Import Assistant replaces the rigid, template-based import page from previous versions and is designed to provide an easier, faster, and more robust way to import and manage data in NetSuite. With the CSV Import Assistant, you simply select a record type for import (and subtype, if applicable) select one or more CSV files, select data handling options, map your fields to NetSuite fields, and start your import.

Some advantages include:

Importing CSV Files

Importing CSV files lets you import records from other applications into NetSuite. The import can either update existing NetSuite data for a record type, add new data to it, or either add or update data for that record type depending on what is required.

To add or update data in NetSuite:

1. Export lists from your current program into one or more CSV files

2. In NetSuite, go to Setup > Import/Export > Import Tasks > Import CSV Records

3. The CSV Import Assistant Welcome screen opens. Click OK to proceed

CSV Import Assistant Welcome Screen
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4. In the Scan and Upload CSV File screen, select the type of record to import:
NetSuite csv file import help
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5. If appropriate, select the subtype of the record type to import. This dropdown list is only available when a record type has subtypes and usually a default subtype is selected when available. In cases where subtypes of the record type are used, you must select a subtype in order to proceed.

6. Select the type of character encoding to use.

7. Select one or more CSV files to import. When choosing multiple files, the first selected file will be the primary record and will contain the primary key for the import. Subsequent files will be linked to the primary file. Depending on the record type you selected, NetSuite will provide a list of optional linked files that you would be able to use to link to the primary file. Click Next.

(Note: When entering numbers into a CSV file, many spreadsheet programs do not allow leading zeros. For example, if you use Auto-Generated Numbers, you cannot enter 01543 to reference a record. You can eliminate this problem by formatting the cells in your spreadsheet as Text cells instead of numbers. For information on formatting the cells, please refer to the help system for your spreadsheet software)

8. If your CSV file contains incorrect characters or other errors, an error message will display the type and number of errors. You can then download a zip of the CSV file (s) with an additional column in each file indicating the errors, fix the errors, and then relaunch the Assistant and reupload the files. If no errors are detected, the Assistant will proceed to the Import Options screen.

9. In the Import Options screen, choose the desired option(s) for importing your data. Click Next.
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10. In the File Mapping screen, define the primary key column in the primary file and the column(s) it will map to in any linked file. Click Next.
(Note: This screen will not be available if you are only uploading one CSV file)
NetSuite import
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11. In the Field Mapping screen:
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(From the right-hand pane drag and drop your fields into the center mapping pane or single-click to add the field. From the left-hand pane, drag and drop or single-click the NetSuite fields to map to your fields. Click Next.)

12. Your CSV file is checked for metadata level integrity. If errors are found an error message will display the type and number of errors. You may elect to:

  1. Ignore these errors and proceed with the import, or
  2. Download a zip of the CSV file (s) with an additional column in each file indicating the errors. Fix the errors and then relaunch the Assistant and reupload the files. If no errors are detected, the Assistant will proceed to the Save and Start Import screen.

13. In the Save and Start Import screen:

How to import NetSuite data
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In the Import Map Name field, enter a name for this import that you can refer to to track the progress of the import. (Optional) Provide a description of this Import. Click:

  1. Save and Run to Save the settings (including field mappings) of this import for reuse and start the Import job.
  2. Save Only to save the settings (including field mappings) without starting the Import Job.
  3. Run to start the Import job without saving any of the settings specified in the previous screens.

14. In the Summary Page, the Import Map Name is listed along with the time it was created.

  1. Click the Status link to review the status of this and other Imports.
  2. Click Start Another Import to launch the Assistant and start another import.
  3. Click View Saved Imports to review the list of saved Import Maps and start an import Job based on one of those Maps.

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