Import Customer and Contacts Together with Separate CSV Files

1. Create Customer CSV file with at least the following columns:

• Company External ID
• Company Name
• Company Subsidiary

1. Create Contact CSV file with at least the following columns:

• Company External ID
• Contact
• Subsidiary

II. Perform a CSV import

1. Navigate to Setup > Import/Export > Import CSV Records
2. Import Type: Select Relationships
3. Record Type: Select Customer and Contacts Together
4. CSV File(s): Select  Multiple files to upload
5. Primary File Customer: Click Select to upload your Customer CSV file
6. Linked File (Optional) – customer – Contact: Click Select to upload your Contact CSV file
7. Click Next
8. Data Handling: Select Add or Update
9. Click Next
10. Primary File Key Column: Select Company External ID
11. Customer Contact (Linked File): Select Company External ID
12. Click Next
13. On the Field Mapping page, map the following
14. Company Name: Customer: Company Name
15. Company External ID: customer: External ID
16. Company Subsidiary: customer: Primary Subsidiary
17. Contact: Customer – Contact: Contact
18. Subsidiary: customer – Contact: Subsidiary
19. Note: You no longer need to map the Company Name field for Contact mappings since the company name was already mapped under the “Customer” NetSuite field. Mapping it will cause an error: “Invalid Company Reference Key”. Also, leave the Company External ID field from the Contacts fields unmapped. It is used only to link contacts to customers.
20. Click Next
21. Enter an Import Name and click Run
22. Note: Since you have Add or Update data handling, any existing customer record will no longer be uploaded to the system as it is already a duplicate.