User update Prospects and Contacts together through CSV Import, and receive CSV Response: “That Record Does not Exist” (E.g. Phone Number of Prospects and Contacts).
Expose Internal ID:
- Navigate to Home > Set Preferences
- Click General tab
- Defaults section:
- Check Show Internal IDs checkbox
- Click Save
Create Prospect Saved Search:
- Navigate to Lists > Search > Saved Searches > New
- Select Customer
- Search Title: Enter a Title
- Click Criteria tab
- Click Standard subtab
- Filter:
Always click Add once Field selected and adjusted as needed.- Select Stage
Saved Customer Popup:- Stage: Select Any Of
- Select Prospect
- Click Set
- Add other required fields
- Select Stage
- Click Results tab
- Click Columns subtab
- Field:
Always click Add once Field selected and adjusted as needed.- Select Company Name
- Select Phone
- Select Contact Fields…
- Saved Customer Search Popup:
- Contact Field: Select First Name
- Click Add
- Saved Customer Search Popup:
- Select Contact Fields…
- Saved Customer Search Popup:
- Contact Field: Select Internal ID
- Click Add
- Saved Customer Search Popup:
- Select Contact Fields…
- Saved Customer Popup:
- Contact Field: Select Phone
- Click Add
- Saved Customer Popup:
- Click Save & Run
- Click Export – CSV button
- Save the CSV File
- Open Saved CSV File and add necessary information (E.g. Contact First Name, Contact Internal ID, Contact Phone, etc.)
- Save As CSV File
Import CSV File back to NetSuite Account:
- Navigate to Setup> Import/Export > Import CSV Records
- Import Assistant
Scan & Upload CSV File section:- Import Type: Select Relationship
- Record Type: Select Prospects and Contacts Together
- CSV File(s): Select One File To Upload radio button
- Click Select button
- Locate the updated CSV file (Step#2)
- Click Open
- Click Next
- Import Options
- Data Handling section: Select Update
- Click Next
- Field Mapping section, map the following fields:
- CSV File FieldsNetSuite FieldsInternal IDProspect : Internal IDCompanyProspect : Company NameProspect PhoneProspect : PhoneContactProspect Contact : First NameContact PhoneProspect Contact : Main PhoneContact Internal IDProspect Contact : Internal ID
- Click Next
- Import Map Name: Enter Import Name
- Click Save & Run