. Create multiple CSV Import files: *Primary File: -Internal ID *Expense File: -Internal ID -Line ID -Department/Location/Class *Users may create a Vendor Bill Transaction Saved Search to pull up above fields. –Lists > Search > Saved Searches > New. -Click on Transaction link. -Under Criteria tab > Standard subtab > Add the following fields: -Type = is Bill -Account = is not (Select the Accounts Payable Account… Continue reading CSV Import: Vendor Bill > To remove the Department/Location/Class field value(s) on Expense Line(s)
Tag: csv
CSV Import: Sales Order > To remove specific line item(s)
1. Create a CSV Import File with the following columns/values: -Sales Order Internal ID -Item Line ID (Refers to all Line Items to be retained) *Users may create a Sales Order Transaction Saved Search to pull up above fields. –Lists > Search > Saved Searches > New. -Click on Transaction link. -Under Criteria tab > Standard subtab > Add the following… Continue reading CSV Import: Sales Order > To remove specific line item(s)
Vendor Credit Using CSV Import
2 CSV files below need to be prepared prior to CSV import then follow the steps provided: Create a CSV file with the following information Primary File contains Internal ID of the Vendor Credit Secondary File contains: Vendor Credit Internal ID Vendor Internal ID Vendor Bill Internal ID Amount to Apply Navigate to Setup > Import/Export > Import CSV Records… Continue reading Vendor Credit Using CSV Import
Bulk Removal of Custom Item Pricing from Customer Records via CSV
The user wants to bulk delete Item Pricing details from customer records. Normally, this can only be done if the Multiple Currencies feature is disabled, because item pricing may include different currencies for the same customer. In this case, the Multiple Currencies feature is already enabled in the account, and it cannot be disabled. Steps… Continue reading Bulk Removal of Custom Item Pricing from Customer Records via CSV
CSV Import NetSuite 2025.1 includes the following enhancements to CSV Import:
CSV Import NetSuite 2025.1 includes the following enhancements to CSV Import: ■ Newly Supported Record Types for CSV Import ■ Audience Redesign Impact on Sharing Saved Imports Newly Supported Record Types for CSV Import Record Type Newly Exposed or Updated Item Fulfillment Newly exposed Item Receipt Newly exposed Audience Redesign Impact on Sharing Saved Imports… Continue reading CSV Import NetSuite 2025.1 includes the following enhancements to CSV Import:
Item fulfillment via CSV import > tracking numbers with more than 12 digits (Numeric) are truncated when imported into NetSuite
Here are some ways to edit the csv file to show the correct format of the tracking numbers when imported into NetSuite. Option 1 On the Menu tab of the csv file > click Data > Import External Data > Import Data Locate the csv file that needs to be imported. Double click on the file.… Continue reading Item fulfillment via CSV import > tracking numbers with more than 12 digits (Numeric) are truncated when imported into NetSuite
Resolve Error: “You have entered an Invalid Field Value xx for the following field: expenselimit” when Importing Employees
Scenario When user is trying to import Employees, they received an error “You have entered an Invalid Field Value enter Period xx for the following field: expenselimit”. Solution This error is received when the system detects that the Expense Limit column have different format set in the CSV file. To resolve this error: Edit the… Continue reading Resolve Error: “You have entered an Invalid Field Value xx for the following field: expenselimit” when Importing Employees
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… Continue reading How to import project tasks in NetSuite
How SuiteScripts and workflows are executed as part of the import process.
Check the checkbox labeled “Run Server SuiteScript and Trigger Workflows”, if you want SuiteScripts and workflows associated with the records being imported to run. This ensures that any custom scripts or workflows will be triggered during the import process. If you don’t see the checkbox or it’s grayed out, it could be due to user… Continue reading How SuiteScripts and workflows are executed as part of the import process.
Using Journal Entry Import for Updates
The Single Journal Entry Import Assistant does not support updates. For existing journal entries and existing intercompany journal entries, you need to use the CSV Import Assistant at Setup > Import/Export > Import Tasks > Import CSV Records, which can: Update transaction body field values Add lines to existing transactions Update values in existing journal entry… Continue reading Using Journal Entry Import for Updates