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CSV Import Procedure QRG

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Last Update by IFM: March 4, 20109

Independent in this reference guide:

CSV Import Process

1. CSV Import Procedure - mapping required
2. CSV Import Process from a Saved Import

i. CSV Import Procedure - mapping required

The CSV import process provides a way to upload data into NetSuite using .csv files. There are two key components to the import process: the CSV file cosmos in Excel and the import mapping in NetSuite.

CSV File Creation

When creating a file to be imported into NetSuite, the format of the certificate is important. There are templates bachelor for the most mutual import types. Some of these templates volition provide examples of the formatting needed for each of the columns.

Import Mapping

To import a CSV file, NetSuite has built a form that walks you through the process.

What role can exercise that? **Bookkeeper, **Accountant, **Finance Leader

Steps

i.one Select the role that has permission to do/create the task or transaction you are importing.

i.2 From the Home dashboard, navigate to Setup > Import/Export and click Import CSV Records.

one.three Stride i Scan and upload CSV File . Select the appropriate Import Type from the dropdown for the blazon of file you are importing.

1.iv Select the appropriate Record Type from the dropdown for the blazon of file yous are importing.

one.5 Select Unicode (UTF-8) from the Grapheme Encoding dropdown, unless y'all are importing a file in Chinese, Japanese, Korean, etc.

one.six Confirm the CSV Column Delimiter is Comma

one.7 Confirm one file to upload is selected.

1.8 Click .

1.ix In the popup, select the .csv file to import.

1.x Click Open.

1.11 Confirm the right file has been selected.

1.12 Click .

1.13 Step 2 Import Options. Click the next to Advanced Options.

1.fourteen Confirm and select the Avant-garde Options settings:

1.15 Click .

1.sixteen Step 3 File Mapping of the Import Assistant procedure volition automatically run and check if all fields in the uploaded file are readable by NetSuite. The system volition display an mistake message if something is non registering correctly.

one.17 Footstep four Field Mapping of the Import Assistant is where NetSuite determines which NetSuite field to match up with an uploaded field. If using a template file, most if not all of the fields under Your Fields will automatically show up in the middle department of the screen with a corresponding NetSuite Fields field. If a field under Your Fields has BOX next to it, so information technology has already been mapped to a NetSuite field. Fields that have next to them will need to be manually mapped to NetSuite items.

Here is an example of how the mapping looks for a Non-donation Transmittal Entryimport, with Your Fields on the left and NetSuite Fields on the right:

To manually map a field

In some cases, instead of including a field in the uploaded file, the field may exist entered every bit a constant on Step four Field Mapping.

• For example, the date can be selected to be added on this page.
  

one.18 When finished with Field mapping, click .

1.19 Step 5 Save mapping and Start Import.  To save the procedure and the field mapping, enter a unique name in the Import Map Proper noun box. (eastward.g. Non-donation Transmittal Entry Import-AND)

one.20 If saving the process, click .

---------------OR---------------

If not saving the process, mouse-over and select Run.

one.21 A light-green confirmation volition appear at the pinnacle of the screen with an choice to view the Import Job Status. Click Import Job Status.

OR navigate to Setup > Import/Export > View CSV Import Status.

1.22 Search for the job y'all started.

1.23 Check the Status

1.24 If the condition is Consummate and Bulletin says that all of the records imported successfully, and then it worked

------------OR------------

If the condition is Complete and Message says that some of the records did not import successfully, then click CSV Response. Open the file that downloads. The first jail cell in the document volition give the reason for failure.

ii. CSV Import Procedure from a Saved Import

Import Mapping

To import a CSV file, NetSuite has built a class that walks you lot through the process. NetSuite allows you to create Saved Imports where the mapping of each field in the CSV file is saved and all you have to do is select the correct file and saved import in society to import your CSV file.

What role can exercise that? **Bookkeeper, **Accountant, **Finance Leader

Steps

ii.i Select the role that has permission to do/create the chore or transaction you are importing.

2.2 From the Home dashboard, navigate to Setup > Import/Consign and click Saved CSV Imports.

2.iii Scroll through the saved imports until you find the i yous need for your file. Click on the Proper name of the saved import to open information technology.

2.4 Step one Browse and upload CSV File . All of the fields are pre-filled based on the saved import. Ostend that they are correct.

ii.5 Ostend ane file to upload is selected.

2.half-dozen Click .

two.7 In the popup, select the .csv file to import.

2.viii Click Open.

2.ix Confirm the correct file has been selected.

2.10 Click .

2.11 Footstep 2 Import Options . Click the side by side to Advanced Options.

2.12 Confirm and select the Avant-garde Options settings:

ii.13 Click .

two.xiv Step 3 File Mapping of the Import Banana procedure will automatically run and check if all fields in the uploaded file are readable by NetSuite. The organization will display an mistake message if something is not registering correctly.

2.15 Step four Field Mapping of the Import Assistant is where NetSuite determines which NetSuite field to friction match up with an uploaded field.

When importing via a Saved Import all fields should be pre-mapped for you. If there is a field that is not mapped there is either an error in your CSV template or you lot need to map the new field to a NetSuite field.

If a field under Your Fields has side by side to it, and then it has already been mapped to a NetSuite field. Fields that have next to them volition need to be manually mapped to NetSuite items.

In some cases, instead of including a field in the uploaded file, the field may be entered equally a constant on Step 4 Field Mapping.

For example, in some saved imports, the date tin exist selected to be added on this page.

2.xvi When finished with Field mapping, click .

2.17 Step five Save mapping and Start Import. To salve the process and the field mapping, enter a unique name in the Import Map Name box. (e.thou. Not-donation Transmittal Entry Import-AND)

2.18 For Saved Imports, mouse-over and select Run. This prevents whatsoever changes you made to the mapping or whatever options selected from beingness saved as role of the public saved import.

---------------OR---------------

If yous made changes to the Saved Import and would like to relieve those changes and so that the Saved Import is updated, click .

2.19 A light-green confirmation volition appear at the top of the screen with an option to view the Import Task Status. Click Import Job Status.

OR navigate to Setup > Import/Export > View CSV Import Status.

2.20 Search for the job you started.

2.21 Check the Status.

ii.22 If the status is Consummate and Bulletin says that all of the records imported successfully, so it worked

------------OR------------

If the status is Consummate and Message says that some of the records did non import successfully, then click CSV Response. Open the file that downloads. The first cell in the document will give the reason for failure.

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