Importing Audit Templates as CSV Files in NetSuite 2026.1

TL;DR Opening

Starting in NetSuite 2026.1, administrators can import audit templates via CSV files, allowing for efficient data management and integration of compliance measures in the system. This feature supports importing Primary Information and Audit Controls as two separate CSV files, enhancing flexibility and accuracy in audit tracking.

What's New in Importing Audit Templates as CSV Files?

With the introduction of CSV import functionality for audit templates, users can directly upload template data into NetSuite, which simplifies the audit creation process. Two types of CSV files are now available for import:

1. Primary Information CSV — This contains the main template structure.
2. Audit Controls CSV — This includes detailed control lines related to the primary template.

CSV File Overview

The following CSV files are available for use:

• Sample CSV Files — These files can be used as references when creating your own CSV files:
  • AuditTemplateChild.csv
  • AuditTemplateParent.csv
• Template CSV Files — Downloadable files to structure your CSV data:
  • CSVChildTemplate.csv
  • CSVParentTemplate.csv

These files are accessible in the path: SuiteApps > com.netsuite.compliance360 > Audit Template CSV Import > Sample CSV Data

Importing Process

To efficiently import your audit templates, follow these steps:

For Primary Information:

1. Navigate to Setup > Import/Export > Saved CSV Imports.
2. Select Comp360 Audit Template Import from the list.
3. In the Import Assistant:
   • Step 1: Upload your CSV file (using CSVParentTemplate.csv).
   • Step 2: Click Next on Import Options.
   • Step 4: Proceed through field mapping and click Next.
   • Step 5: Confirm and start the import by clicking Run.
4. Once imported, your templates will be visible in the Audit Templates list page.

For Audit Controls:

1. Again, navigate to Setup > Import/Export > Saved CSV Imports.
2. Choose Comp360 Audit Template Lines Import.
3. Repeat the upload process (using CSVChildTemplate.csv) as outlined above.
4. Follow steps to save mapping and initiate the import.

Important Notes

• External IDs: The parent CSV must reference its External ID in the child CSV, linking them correctly.
• Character Restrictions: Acceptable characters for Audit Control IDs include:
  • Numbers (0-9)
  • Letters (A-Z)
  • Special characters: underscore (_), hyphen (-), hash (#)
• Case Insensitivity: Control IDs are case insensitive, while fields are case-sensitive, allowing both lowercase and uppercase inputs.
• Duplicate Check: Ensure that there are no duplicate Audit Control IDs to avoid import errors.

Who This Affects

This feature impacts:

• Administrators: Responsible for setting up and managing audit controls.
• Compliance Officers: Need to ensure that all audits are accurately documented and tracked.
• IT Professionals: Involved in system and process integrations.

Key Takeaways

• New CSV Import Functionality: Streamlines the creation and management of audit templates and controls.
• Two Separate Imports: Distinction between Primary Information and Audit Controls allows for organized data management.
• Predefined Templates Available: Users can access sample CSV files directly from NetSuite to guide their imports.
• Attention to Detail Required: Maintain unique IDs and adhere to character rules to ensure successful imports.
• User-Friendly Import Process: The Import Assistant provides structured steps for importing CSV files quickly and effectively.