Importing Audit Templates as CSV Files in NetSuite

The ability to import audit templates as CSV files enhances the way organizations manage their audit processes. This method allows for the seamless integration of both Primary Information and Audit Controls through separate CSV files, streamlining template creation and ensuring accuracy in data entry.

What CSV Files Are Required for Import?

To successfully import audit templates, you will need to access specific CSV files stored in the File Cabinet:

• Sample CSV: Reference files to assist in creating your own CSV files.

  • AuditTemplateChild.csv
  • AuditTemplateParent.csv
  • Path: SuiteApps > com.netsuite.compliance360 > Audit Template CSV Import > Sample CSV Data

• Template CSV: These files can be downloaded and used as templates.

  • CSVChildTemplate.csv
  • CSVParentTemplate.csv
  • Path: SuiteApps > com.netsuite.compliance360 > Audit Template CSV Import > Sample CSV Template

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:
   • Click Select and choose your CSV file (use CSVParentTemplate.csv).
   • Click Next.
4. Click Next in Step 2 (Import Options).
5. Click Next in Step 4 (Field Mapping).
6. On Step 5, click Run to begin the import.

Once imported, the audit templates will appear on the Audit Templates list page.

Steps to Import Audit Controls

1. Go to Setup > Import/Export > Saved CSV Imports.
2. Click Comp360 Audit Template Lines Import from the list.
3. In Step 1 of the Import Assistant:
   • Click Select and choose your CSV file (use CSVChildTemplate.csv).
   • Click Next.
4. Click Next in Step 2 (Import Options).
5. Click Next in Step 4 (Field Mapping).
6. On Step 5, click Run to start the import.

Important Considerations for CSV Files

• The External ID in the parent CSV must be replicated in the child CSV for linkage.
• Accepted characters for Audit Control IDs are:
  • Numbers (0-9)
  • Alphabets (A-Z)
  • Underscore (_)
  • Hyphen (-)
  • Hash (#)
• Ensure there are no duplicate IDs.
• Control IDs are case insensitive while fields are case-sensitive.

Key Takeaways

• Audit templates can now be efficiently imported via CSV files.
• Two separate CSV files are necessary for importing Primary Information and Audit Controls.
• Proper structuring of CSV files is crucial for successful imports.

Source: This article is based on Oracle's official NetSuite documentation.