FAM – Import fixed asset records

Import fixed asset records: 

  • Go to Setup > Import/Export > Import CSV Records. 
  • In the Import Assistant – Scan & Upload CSV File screen, do the following: 
    • From the Import Type list, select Custom Records
    • From the Record Type list, select FAM Asset
    • Select the asset CSV file. 
    • Click Next
  • In the Import Assistant – Import Options screen, do the following: 
    • Set Data Handling to Add
    • From the Custom Form list, select Standard FAM Asset Form
    • Click Next
  • In the Import Assistant – Field Mapping screen, do the following: 
    • Map the fields in our CSV file to NetSuite fields as follows: 
       
  • You can add values for other fields, as well. When you are finished, review the CSV and NetSuite fields to verify that all desired fields are mapped. 

    Note: If the NetSuite fields are not listed, then the standard form is not selected as the preferred form. Be sure to select the standard form to show all fields.   
  • Click Next
  • In the Import Assistant – Save Mapping and Start Import screen, do the following: 
    • Enter an Import Map Name and Description
    • Click Save & Run
       

Important: When creating asset records through CSV import, default tax methods associated to asset types are also imported. Some fields for the tax methods, however, are not populated. You must perform another import to update the fields with missing values.

Leave a comment

Your email address will not be published. Required fields are marked *