How to import project tasks in NetSuite

  • A simplified version of the Import Assistant is used for project task imports, with two pages to complete instead of five.
  • This Assistant is available from Activities > Scheduling > Project Tasks > Import instead of the Setup menu.
  • Click Select button to upload the CSV file created in Step 1
  • Click Next
  • Map your fields with available NetSuite fields
  • For example: Parent Task –> Project Task : Parent Task

Project Task Name –> Project Task : Name (Req)

Status –> Project Task : Status (Req)

Task Name –> Project Task : Project Name (Req)

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