Add a Role to Employee Record via CSV Import

The user would like to add a Role to Employee records via CSV Import.

Adding Role to Employee who already has an Access

1. Create a CSV file with the following columns:

• Employee Internal ID
• Role

2. Navigate to Setup > Import/Export > Import CSV Records3. Import Type: Select Employees4.Record Type: Select Employees5. CSV File(s): Select One File to Upload6. CSV File(s): Click Select…Note: Select the CSV file created in Step 1.7. Click Next8.Data Handling: Select Update9. Click Next10. Field Mapping:

1. Your Fields: Select Employee Internal ID
   1. NetSuite Fields: Select Employee: Internal ID
2. Your Fields: Select Role
   1. NetSuite Fields: Select Employee Roles 1: Role

11. Click Next12. Import Map Name: Enter Import Map Name 13.Click Save & RunAdding Role to Employee with no Access:

1. Create a CSV file with the following columns:

• Employee Internal ID
• Role
• Password
• Confirm Password

2. Navigate to Setup > Import/Export > Import CSV Records
3. Import Type: Select Employees
4. Record Type: Select Employees
5. CSV File(s): Select One File to Upload
6. CSV File(s): Click Select…
Note: Select the CSV file created in Step 1.
7. Click Next
8. Data Handling: Select Update
9. Click Next
10. Field Mapping:

1. Your Fields: Select Employee Internal ID
   1. NetSuite Fields: Select Employee: Internal ID
2. Your Fields: Select Role
   1. NetSuite Fields: Select Employee Roles 1: Role
3. Your Fields: Select Password
   1. NetSuite Fields: Select Employee: Password
4. Your Fields: Select Confirm Password
   1. NetSuite Fields: Select Employee: Confirm Password
5. NetSuite Fields: Select Give Access
   1. Give Access: Click Pencil Icon
   2. Select Yes

11. Click Next
12. Import Map Name: Enter Import Map Name 
13. Click Save & Run