In NetSuite, data can be imported using a CSV file, and if any errors occur during the import, the same file can be updated and re-imported using the same import process. Below are the steps to accomplish this.
CSV Upload Process in NetSuite – Step-by-Step Guide
Step 1: Navigate to the CSV Import Tool
Go to Setup > Import/Export > Import CSV Records.
Click Start Import to begin the process.
Step 2: Select the Import Type & Record Type
Choose the appropriate Import Type (e.g., Transactions, Items, Customers, Vendors, etc.).
Select the specific Record Type based on what you are importing (e.g., Sales Order, Invoice, Item Fulfillment).
Step 3: Upload the CSV File
Click Select File and choose your CSV file.
Click Next to proceed.
Step 4: Map the CSV Fields to NetSuite Fields
NetSuite will attempt to auto-map fields based on column headers in the file.
Verify and adjust the mappings as necessary.
Click Next to review the import summary.
Step 5: Run the Import
Click Save & Run to start the import process.
Wait for the import to complete. You can check the import status under Setup > Import/Export > View CSV Import Status.
Handling Errors & Re-Importing Corrected Data
Step 1: Identify Errors in the Import
If the import fails, go to View CSV Import Status.
Click on the import job to view error details.
Download the error log file to identify issues.
Step 2: Correct the Errors & Re-Upload
Open your original CSV file and correct the errors as per the error log.
Go back to Setup > Import/Export > Saved CSV Imports.
Locate the previously saved import template used for the initial upload.
Click Update File, select the corrected CSV, and re-import it.
Step 3: Verify the Successful Import
Once the re-import is completed, check the CSV Import Status for success confirmation.
Navigate to the relevant records (e.g., Sales Orders, Invoices) to verify the data.
This process ensures efficient handling of CSV uploads, error corrections, and seamless data imports into NetSuite.