Attach Existing Contact Records to Existing Customer Records via CSV Import
1. Create a CSV file with this pattern
Company Name, CU Internal ID, Con First Name, Con Last Name, Con Internal ID
Company1 , CU 1 , Con First Name1, Con Last Name1, Con 1
Company1 , CU 1 , Con First Name2, Con Last Name2, Con 2
Company1 , CU 1 , Con First Name3, Con Last Name3, Con 3
2. Navigate to Set Up > Import/Export > Import CSV Records
3. Set the following:
Import Type = Relationships
Record Type = Customers and Contacts Together
Data Handling = Update
4. Map fields:
CSV Fields | NetSuite Fields
Company Name | Company Name
CU Internal ID | Internal ID
Con First Name | Contact 1 : First Name
Con Last Name | Contact 1 : Last Name
Con Internal ID| Contact 1 : Internal ID
5. Click Save & Run