Table of Contents
CSV import is the most commonly used method for transferring small to medium-sized data sets from other applications into NetSuite. The CSV import process saves time and prevents errors, by submitting data in a CSV (comma-separated value) file. This data can add or update many records at one time, avoiding the need for manual data entry.
NetSuite provides an Import Assistant that you can use to step through the process for most CSV imports. If you have the Import CSV File permission, the Import Assistant is available at Setup > Import/ Export > Import CSV Files. The types of data that you can import with the Assistant depend upon your assigned role and permissions, and on your account’s enabled features.
You need to select the type of records to be imported, specify the CSV file containing data to be uploaded, indicate whether CSV data adds new records or updates existing records, and map CSV file fields to NetSuite fields.
You can save an import job to be run later. After you have saved an import, you can reuse its mapping for later import jobs and share it with other users. When you run an import, a status page is available for you to view its progress.
Important Note:
The following CSV imports are template-based and are not available in the Import Assistant: Bulk Fulfilling Orders Using a CSV Import , Importing a Vendor Price List, Importing Employee Commission Data, and Importing Single-Use Coupon Codes.
On the Import Options page of the Import Assistant, you can choose a Data Handling option to indicate how the imported data will affect NetSuite data.
File Mapping
Field Mapping
Save Mapping & Start Import
Checking CSV Import Status
You can check the status of an import job on the Job Status page. To view the Job Status page, go to Setup > Import/Export > View CSV Import Status.
After an import job has been processed, an email notification is sent to the email address used to log in when the import was initiated. This email provides the status of the import, the number of CSV file records imported successfully, and the number of records not imported.
