Use the following steps to import Kit/Package Item record via CSV Import. You can perform this action in two ways
- Import using Single File
- Import Using Multiple files
If you are importing using a single file
In this scenario, we have to provide the mandatory fields ITEM NAME, the INTERNAL ID of the Member Item, Quantity, and other required fields.
If you are using multiple files to import
Note that you will be using different files for Kit items, Components, Price Levels, etc. In each files, you have to give the corresponding details. Check the following from SuiteAnswer
Importing Kit/Package Item record via CSV Import Published 03/01/2018 05:26 AM | Updated 08/12/2020 08:03 PM | Answer Id: 69582
This can be done by using two files during the upload: one is for Primary, the other is for Item Members. Below are the steps:
Note: Values are included on this article to serve as examples. Replace these accordingly when creating the import files.
1. Create an import file for Primary with the following column headers and values:
External ID | Item Name/Number
Kit001 | Kit Item 1
2. Create an import file for Item Members with the following column headers and values:
External ID| Item Member Name | Quantity
Kit001 | Kit Member A | 1
Kit001 | Kit Member B | 1
Kit001 | Kit Member C | 1
3. Import the items into NetSuite:
1. Navigate to Setup > Import/Export > Import CSV Records
2. On Scan & Upload CSV File step, set the following:
Import Type = Items
Record Type = Kit/Package Item
3. Select MULTIPLE FILES TO UPLOAD
4. For ‘Primary File – Item‘, click Select… then choose the file created in #1
5. For Linked File (Optional) – Item Members‘, click Select… then choose the file created in #2
6. Click Next
7. On Import Options step, set Data Handling = Add
8. Expand Advanced Options and choose the Custom Form accordingly
9. Click Next
10. On File Mapping step, set the following:
Primary File Key Column = External ID
Item Members (Linked File) > Column = External ID
11. Click Next
12. On Field Mapping step, map the fields accordingly:
External ID > Item : ExternalId
Item Name/Number > Item : Item Name/Number (Req)
Item Member Name > Item Members : Item (Req)
Quantity > Item Members : Quantity
13. Click Next
14. On Save mapping & Start Import step, enter an Import Name (in case you need to use this in the future)
15. Click Save & Run