Importing Audit Templates as CSV files

TL;DR

You can create and import audit templates in NetSuite by using CSV files, which allows for streamlined compliance operations. This process involves importing primary information and audit controls through separate CSV files.

Overview

NetSuite enables administrators to import audit templates using CSV files. This process is crucial for organizations that manage compliance and audit processes effectively. The ability to import templates helps ensure consistency and accuracy, reducing the manual work involved in managing these templates.

Preparing CSV Files

Before importing, ensure you have the correct CSV files. You can find sample CSV files in the file cabinet:

Key Considerations

When creating your CSV files, keep the following in mind:

• The External ID in the parent CSV should be linked in the child CSV to match template lines to the body.
• Valid characters for Audit Control IDs include:
  • Numbers 0-9
  • Uppercase and lowercase A-Z
  • _ (underscore)
  • - (hyphen)
  • # (hash)
• Avoid duplicate Audit Control IDs in your files.
• Control IDs are case insensitive, but field names are case-sensitive. Both cases are acceptable.

Importing Steps

To Import Primary Information

1. Navigate to Setup > Import/Export > Saved CSV Imports.
2. Select Comp360 Audit Template Import from the list.
3. In step 1 of the Import Assistant (Scan & Upload CSV File):
   • Click Select and choose your CSV file created with CSVParentTemplate.csv, then click Open.
   • Click Next.
4. In step 2 (Import Options), click Next.
5. In step 4 (Field Mapping), click Next.
6. In step 5 (Save mapping & Start import), click Run.

To Import Audit Controls

1. Again, go to Setup > Import/Export > Saved CSV Imports.
2. Choose Comp360 Audit Template Lines Import.
3. In step 1 of the Import Assistant (Scan & Upload CSV File):
   • Click Select and select your CSV file created using CSVChildTemplate.csv, then click Open.
   • Click Next.
4. Click through steps 2 (Import Options), 4 (Field Mapping), finishing in step 5 by clicking Run.

Once imported, the audit templates will be viewable in the Audit Templates list page.

Who This Affects

This feature primarily impacts:

• Administrators
• Compliance Teams
• Audit Managers

Key Takeaways

• Audit templates can be imported through separate CSV files for primary info and controls.
• Proper linking of external IDs between child and parent templates is essential.
• All management actions (import, edit, delete) can be carried out from the Audit Templates list page.