Some record types include sublist fields, especially most of the transaction records. For example, Sales order and Purchase Order records include Item/Expense sublist data. We can import sublist data for some record types including them in a single file with the body level data or as multiple files. The import assistant provides the “Multiple Files… Continue reading Multiple File CSV Import
Tag: csv import
Duplicate Detection of Records When Created Through CSV Import
To block the import of records that appear to be duplicated, we can use the “Prevent Duplicate Records” advance option in the import assistant. To identify duplicates, the Import Assistant uses the same criteria that you specify on the Setup > Company > Company Management > Duplicate Detection page. When the Prevent Duplicate Records option is available,… Continue reading Duplicate Detection of Records When Created Through CSV Import
Add subsidiaries to Customer/Vendor record in bulk
To add subsidiaries to customer/vendor records in bulk through CSV import. The subsidiary sublist is not available in the customer record option in import assistant. For that, we can select “Relationships” from Import Type drop-down and select “Customer-Subsidiary Relationship” from the Record Type drop-down. Map Customer name, subsidiary, and an optional External ID(for the customer-subsidiary… Continue reading Add subsidiaries to Customer/Vendor record in bulk
Multiple Queues in CSV import
We can make use of the ‘Queue Number’ advance option to increase performance for the CSV import.By default, all CSV import jobs use a single queue. This queue is defined as queue 1. It is possible to allocate import processes to other queues to improve the performance and save time. There are 1 to 5… Continue reading Multiple Queues in CSV import
Matrix Items Import – Mapping Fields
On the Import Assistant Field Mapping page, you need to map CSV file columns to NetSuite fields, so that data is imported into records correctly. For a matrix items import, the key fields that you need to map are: Item Name/Number Matrix Type Subitem of Each matrix option field Depending on your CSV file column… Continue reading Matrix Items Import – Mapping Fields
Import of Matrix Items – Prerequisites
Before the import of matrix items do the following , Ensure that the Matrix Items feature is enabled, at Setup > Company > Setup Tasks > Enable Features, on the Items & Inventory subtab. Set up a custom list and a custom item field for each matrix option, at Customization > Lists, Records, & Fields > Lists… Continue reading Import of Matrix Items – Prerequisites
CSV Import Character Error
While uploading transactions via CSV import, after choosing Import type, Record type and CSV file, upon clicking Next, an error is showing- The following file(s) could not be uploaded because of one or more errors. Please correct and re-upload. (Character error on Line# XX Column# XX) To resolve these errors,make sure that there are no… Continue reading CSV Import Character Error
Checking a checkbox through csv import
Inorder to check a checkbox through csv import we can put TRUE in the import file under the field column. We can uncheck a checkbox by simply putting FALSE under the field column in the import file. Or we can also give TRUE or FALSE/ Yes or No as static values while mapping a csv… Continue reading Checking a checkbox through csv import
Invalid Item Reference Key xx – import error
The error occurs when adding related items data to an item record. The Import Assistant supports the import of related item sublist data for item records when the Web Site feature is enabled. Related Items data are mapped to the NetSuite field Presentation Items 1: Item (Req) and you have the option to choose the following reference types: Names (Item Name/Number or Web Store Display… Continue reading Invalid Item Reference Key xx – import error
CSV Import – Invalid Parent Reference Key
The error occurs because the Show Display Name with Item Codes option is enabled in General Preferences. There are two ways to resolve this error: Disable the Show Display name with Item Codes option in General Preferences. Update the CSV file used for the import to include the item name/number display name/code. External ID and Matrix Option fields are… Continue reading CSV Import – Invalid Parent Reference Key