Perform CSV import to provide Customer Center Access to Contacts attached to Customer records in NetSuite:
1. Prepare a CSV file with the following columns:
- Customer : Internal ID – This is the Customer Internal ID
- Customer Contact Access 1 : Contact – Use Contact Internal ID
- Contact Email Address
- Contact Access (Value = Yes)
- Customer Center Role (e.g. Customer Center)
- Password
2. Navigate to Setup > Import/Export > Import CSV Records and set the following:
- Import Type = Relationships
- Record Type = Customers Only
3. Upload the CSV file and click Next.
4. Set Data Handling to Update and click Next.
5. In the Field Mapping page, set the following mapping of fields:
Customer Internal ID <=> Internal ID
Contact Internal ID <=> Contact Access 1 : Contact
(**Note: Click the pencil icon to the left column and set Choose Reference Type = Internal ID)
Contact Email Address <=> Contact Access 1 : Email
Contact Access <=> Contact Access 1 : Access
Customer Center Role <=> Contact Access 1 : Role
(** Note: Click the pencil icon to the left column to choose a different Customer Center role)
Contact Password <=> Contact Access 1: Password
6. Click Next.
7. Provide an Import Map Name and click Save & Run.
8. View each customer record and verify that the intended contacts have been successfully assigned with Customer Center access.