Importing CSV Files Using NetSuite's Import Assistant

You can use the Import Assistant to facilitate the import of CSV data into NetSuite. Available at Setup > Import/Export > Import CSV Records, the Assistant requires the Import CSV File permission.

Before starting your import, it's crucial to review the Guidelines for CSV Import Files to ensure your CSV files are correctly formatted, which helps avoid issues during the import process.

How Does the Import Assistant Work?

The Import Assistant consists of five key steps:

1. Step One: Scan & Upload File
   This step includes the following tasks:

   • Select an Import Type
   • Select a Record Type for Import
   • Choose Import Character Encoding
   • Choose CSV Column Delimiter
   • Select a File for Import

   Upon completion, click Next. If there are errors within the CSV file, the Assistant will notify you of the type and number of errors. You can download a ZIP file containing your CSV files along with additional error information for correction. Once errors are addressed, you can re-upload your files.

2. Step Two: Import Options

   • Choose Data Handling for Import
   • Set Advanced CSV Import Options

3. Step Three: File Mapping
   (Only for multi-file imports)

4. Step Four: Field Mapping

5. Step Five: Save Mapping & Start Import

After completing these steps, you're equipped to execute the import job immediately or save it to run at a later time.

Note: CSV imports of published saved searches are not supported.

Best Practices for CSV Import

Before importing your data, it's essential to scrub it to remove any unnecessary or erroneous information. Additionally, follow these tips:

• Review the guidelines for each record type through the links provided in Supported Record Types for CSV Import.
• Go through general tips for successful imports in the Tips for Successful CSV Imports.

You can create a CSV import template file by exporting an appropriate list view for the record type, even if the list is initially empty. After customizing the view to display only necessary columns, use the Export - Microsoft Excel function. Open and save the file accordingly to prepare it for import.

For detailed field information related to each record type, consult the SOAP Schema Browser. This tool provides guidance on creating CSV import file columns that accurately map to NetSuite data fields.

Conclusion

Utilizing the Import Assistant not only streamlines your import process but also minimizes potential errors, ensuring that your data transitions smoothly into NetSuite.