Update Custom Item Entry Form using CSV Import

SCENARIO

The user wants to change the Custom Form of an Item Record via CSV Import.

 

SOLUTION

Changing the custom form of existing Item Records via CSV Import is still not possible in NetSuite. As a workaround, the following may be performed:

1. Select our preferred Custom Entry Form e.g. Inventory Part form 
2. Ensure that the Store Form With Record checkbox is ticked
3. Perform a CSV Import that will:

• Add a new field that does not exist on this form and update this field with a value via CSV Import; OR
• Update the value of at least one existing field in this form e.g. Description

NOTE: Changing the Form on the Advanced Option and just mapping the Internal ID will not make the workaround work successfully. We have to update a value on at least one existing or new field in the item record to make it work.

 

To perform the CSV Import:

1. Create a CSV file with the items’ Internal ID and Description (slightly make a change on their descriptions)
2. Go to Setup > Import/Export > Import CSV Records 
3. On the Scan & Upload CSV File > set:

• Import Type: Item
• Record Type: Inventory Part (or as applicable)

1. Click Select > upload CSV file created.
2. Click Next.
3. On Import Options > Data Handling > select Update
4. Click Advanced Options > on Custom Form field > select the custom form we would like these items to use moving forward.
5. Click Next.
6. On Field Mapping > Map your Excel Internal ID with Netsuite Item: Internal ID and Description with Item: Description.
7. Click Next.
8. Enter an Import Map Name.
9. Click Save & Run.

Result: The process above should be able to update the existing Custom Form used by the Item Records.

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