The group record is a way of grouping entities. The supported types of entity groups are: Contact Group Customer Group Employee Group Project Group Partner Group Vendor Group Members can be added to a group record depending on the type of group record. For example, a customer group record can have one or more customers… Continue reading Group Import
Tag: csvimport
Vendor-Subsidiary Relationship Import
Create a CSV File with the following columns: Vendor Internal ID – Enter the Internal ID of the Vendor that the user wants to add a secondary subsidiary Subsidiary Internal ID – Enter the Internal ID of subsidiary that the user wants to add on the Vendor record Navigate to Setup > Import/Export > Import CSV Records… Continue reading Vendor-Subsidiary Relationship Import
Resolve Error: “Uniqueness error – there is already an item with the same name/parent combination” or “This entity already exists” on Item CSV Import
Scenario User uses the CSV Import function to import Items but encounters the error: ‘Uniqueness error – there is already an item with the same name/parent combination’ or ‘This entity already exists’. Solution This error is encountered when the CSV file contains duplicate data for a Multi-Select field column. To resolve the error: Review the… Continue reading Resolve Error: “Uniqueness error – there is already an item with the same name/parent combination” or “This entity already exists” on Item CSV Import
Five common NetSuite CSV import errors and how to solve them
NetSuite CSV imports are essential for processing large volumes of new records and updating existing records. For example, when performing a NetSuite sandbox refresh, you can perform a quick CSV import to re-upload the users/roles and grant them access in a matter of minutes “0 of X records imported successfully” is not something a NetSuite… Continue reading Five common NetSuite CSV import errors and how to solve them
Prevent mandatory validation of custom fields during CSV import.
Scenario: User is performing CSV Import on a Record with mandatory custom fields and is getting an error. Solution: Navigate under Setup > Import/Export > Import CSV Records Click Select button for selecting CSV file Click Next Import options (2nd step): Click Advanced Options Validate Mandatory Custom Fields: Remove Checkmark Click Next Set the Field… Continue reading Prevent mandatory validation of custom fields during CSV import.