When tried to do the import, there is no option to map the currency under the Item Vendors folder. Upon further checking, we found an enhancement request that has been logged to address this under Issue 237922 CSV Import > Inventory Items > Not able to map the Currency field under the Vendors sublist when… Continue reading CSV Import to update the currency of the preferred vendor in the Item record
Tag: csv import
Step-by-Step Guide to Create a Saved Search to view CSV Imported records
Here is a step-by-step guide to create a saved search to view imported files with example: 1.Start a New Saved Search: Go to Reports > Saved Searches > All Saved Searches > New. Select the type of record you imported, such as Customer, Item, Transaction, or other relevant record types. 2. Define Filter Criteria: In… Continue reading Step-by-Step Guide to Create a Saved Search to view CSV Imported records
Key Points to Consider for a Successful CSV Import in NetSuite
1.Understand the Data Requirements Before starting, understand what data you need to import and how it aligns with NetSuite’s data structure. Check the fields, field types, and any required fields in the record you’re importing (e.g., Customer, Vendor, Item). Ensure you have matching fields in your CSV file. 2. Field Mapping and File Preparation The… Continue reading Key Points to Consider for a Successful CSV Import in NetSuite
Error “There is already an item with that name or name/parent combination” when Creating New Item or Matrix Item
The “Item Name/Number” serves as the unique primary key identifier for Item Records. The system allows users to enter the same Item Name/Number, provided the items are of different Item Types. A Matrix Item is an extension of a standard Item Type and is treated in line with its parent type; for instance, a Non-Inventory… Continue reading Error “There is already an item with that name or name/parent combination” when Creating New Item or Matrix Item
Empty Strings before and after cell content for IntegerValues in Excel or WPS
The error you’re encountering during a CSV import into NetSuite can often happen when numeric fields contain values that are formatted inconsistently or include non-numeric characters, such as commas, periods, or spaces. To handle these kinds of errors, you can use the NUMBERVALUE() function in Excel or Google Sheets to standardize numeric values in the… Continue reading Empty Strings before and after cell content for IntegerValues in Excel or WPS
CSV Import to add multiple subsidiaries to customer records along with the primary subsidiary
To add customer records with multiple subsidiaries along with the primary subsidiary, CSV import is the correct option. Below are the detailed steps: Setup>Import/Export>Import CSV Records Then Select Import Type as Relationships Record Type as Customer-Subsidiary Relationship Then upload the CSV file The file should only include the Customer ID and the Subsidiary ID that… Continue reading CSV Import to add multiple subsidiaries to customer records along with the primary subsidiary
Resolve Error: “Unable to find a matching line for sublist contactroles with key: [contact]”
When performing CSV Imports to give Contacts access to a Customer’s account, user may encounter the error: “Unable to find a matching line for sublist contactroles with key: [contact].” Solution To resolve the error, create a CSV file with the following columns: Customer Internal ID: Contains Internal ID of the Customer Contact: Enter Name of the contact Email: Enter Email address of the contact Password: Enter Password of the contact… Continue reading Resolve Error: “Unable to find a matching line for sublist contactroles with key: [contact]”
Resolve Error: “Unable to find a matching line” on CSV Import page
When doing CSV Imports to give Contacts access to a Customer’s account, you may encounter the error: Unable to find a matching line for sublist contactroles with key: [contact]. Solution Create a CSV file with the following columns: Customer ID Primary Contact Email Give Access Password Role 2. Go to Setup > Import/Export >Import CSV Records 3. Scan & Upload CSV File… Continue reading Resolve Error: “Unable to find a matching line” on CSV Import page
A way for Optimizing Item Group/ Assembly / Kit item Imports
When the item classification like Item Groups are to be imported for update ( for eg: subsidiary) and the components again, are item groups ., there are high probability of entries rejection by the system citing the members are not updated., like for subsidiary. The first solution would be to retry the rejected records in… Continue reading A way for Optimizing Item Group/ Assembly / Kit item Imports
CSV error “There is already an item with that name or name/parent combination”
The error occurs when the CSV file contains duplicate data for a multi-select field column. To resolve the error, review the CSV file, look for a multi-select field column, and make sure that no data (internal ID) is entered twice. Example Incorrect: (CSV File) Custom Field value = 1|2|3|4|5|5|6 Correct: (CSV File) Custom Field value… Continue reading CSV error “There is already an item with that name or name/parent combination”