Import Assistant can be used for imports of CSV data to NetSuite. The Import Assistant is available at Setup > Import/Export > Import CSV Records.
The Import Assistant includes five steps:
- Step One Scan & Upload File
- Select an Import Type
- Select a Record Type for Import
- Choose Import Character Encoding
- Choose CSV Column Delimiter
- Select a File for Import
- Step Two Import Options
- Choose Data Handling for Import
- Set Advanced CSV Import Options
- Step Three File Mapping (required only for multi-file imports)
- Step Four Field Mapping
- Step Five Save Mapping & Start Import
The Assistant provides verification of each step and does not let you proceed to the next page if it encounters errors. After you complete these steps, you can run an import job immediately or save the import and run it later.