Some record types include sublist fields, especially most of the transaction records. For example, Sales order and Purchase Order records include Item/Expense sublist data.
We can import sublist data for some record types including them in a single file with the body level data or as multiple files. The import assistant provides the “Multiple Files to Upload” option.
If the body/header level data and sublist data are in different files and if they are hard to combine into one single file, we can make use of this multiple file upload option. For example, for the sales order creation, the SO header level details are entered in an excel sheet. But the item details should be collected from the Supply chain team and those details are entered in another file by the SCM team. So we can import these details to NetSuite without combining them into a single file.
For example, consider a Purchase Order Import. The item details are entered in a separate file.
This is the PO Header level data.
This is the PO Item level data in a separate file. There should be a common field in both files to identify the files. Here it is the external ID field that will be the reference to both files.
In the import assistant, select the “Multiple files to Upload” option
Then there will be options to select the files for each sublist in the Purchase Order record.
Click Next and select the appropriate option(Add or Update) and click next.
Then it goes to the “File Mapping” step which we skip during the single file uploads.
Here select a key column (Reference field) for each file we selected. First select the Primary fiel key field and then select the key field for other multiple files.
In the next step(Field Mapping), map the fields. No need to map the external ID field as this already mapped
Save the import and run.