During open invoice migration, if you encounter an error ‘Please select an A/R account for the invoice’, check whether the customer has a default Receivables account selected. For this go to the customer record and check on the Account information section under the Financial tab. Check whether a receivables account is selected. If the field… Continue reading Open invoice migration A/R account selection
Tag: csv import
Newly Supported Record Types for CSV Import
NetSuite 2025.1 includes the following enhancements to CSV Import:
Understanding CSV Import Limitations
SuiteAnswer ID: 10915 Access Level: Administrator, System Integrator Overview This article explains NetSuite’s CSV import capabilities, including file limitations, field formatting rules, and workarounds for importing attachments. Use this guide to: ✔ Avoid common import failures ✔ Structure files correctly for transactions/records ✔ Implement solutions for advanced needs (e.g., attachments) 1. File Size & Row Limits Hard… Continue reading Understanding CSV Import Limitations
Checking CSV Import via SuiteScript
Check the status of the Scheduled Script by navigating to Customization > Scripting > Scheduled Script Status. On the other hand, to check the status of the CSV Import, navigate to Setup > Import/Export > View CSV Import Status.
Customer E-document email recipient – CSV import of Contact
To import an existing Contact under your Customer’s subtab Customer E-document email recipient, you should have Company field populated on your Contact. Company of the Contact should correspond to the Company set on Customer. 1. Create a CSV file with fields: Contact Internal ID, Customer Internal ID, Contact Email; 2. Open Setup > Import/Export > Import CSV Records; 3. On… Continue reading Customer E-document email recipient – CSV import of Contact
Providing role permission to check/uncheck the “Run Server SuiteScript and Trigger Workflow” option under Advanced Import Options
The permissions are In the custom role record, under setup, provide the below permissions Set Up CSV Preferences Control SuiteScript and Workflow Triggers per CSV Import
Update item fulfillments via upload
Some item fulfillments are missing the department and want to update only that. Can it be done via upload? Upon checking, the ability to update item fulfillment fields via CSV import is currently a system limitation and related concerns are logged under Enhancement #: 164772 Ability to update all Item Fulfillment transaction fields via CSV Import… Continue reading Update item fulfillments via upload
Cash Sale Import
How can I relate the sales order in the Cash Sale Import? Scenario: I used the Sales Order to record the order of the client then it will be paid in cash afterwards. I will use the Cash Sale to record the payment. Creation of Invoice is not necessary in the process. I want to… Continue reading Cash Sale Import
Extracting Domain from Email Addresses
When preparing a CSV file for import, it’s often useful to extract the domain from email addresses to analyze customer data, group accounts, or validate records. Instead of manually separating email domains, an advanced Excel formula can automatically extract them. Assuming Column A contains email addresses (e.g., john.doe@example.com), use this formula: =RIGHT(A2, LEN(A2) – FIND(“@”,… Continue reading Extracting Domain from Email Addresses
Splitting Full Name into First and Last Name
When preparing a CSV file for import, especially in systems like NetSuite, Salesforce, or other CRMs, data often needs to be structured correctly. One common issue is having a full name in one column while requiring separate First Name and Last Name columns. Instead of manually splitting names, an advanced Excel formula can automatically extract… Continue reading Splitting Full Name into First and Last Name