Map Additional Lot and Serial Fields via CSV Import in NetSuite

Starting in NetSuite 2026.1, the CSV import feature has been enhanced to allow users to map additional lot and serial fields with item records. This capability improves data management efficiency by enabling batch updates to lot and serial numbers directly from CSV files, streamlining workflows for inventory management and item tracking.

What’s New in CSV Import for Lot and Serial Fields

The new feature focuses on the mapping of additional lot and serial fields when importing item records. Here are the key changes and guidelines:

CSV Import Requirements

To utilize the CSV import feature for mapping additional fields, follow these steps:

• Select Add as the Data Handling option.
• Ensure you check the Run Server SuiteScript and Trigger Workflows box to activate the necessary scripts and workflows associated with the import process.

Guidelines for Matrix Items

When working with matrix items, special considerations apply:

• Mapping additional lot and serial fields to matrix items is straightforward. If the parent item is included in the import, any corresponding subitems will automatically map to the additional fields specified.
• The additional lot or serial fields, defined within the Item Additional Fields sublist of the parent item, will propagate to child items effectively.
• The CSV import can only map lot or serial information for matrix items and subitems that already exist; it does not create new parent-child relationships for items not previously established.
• Up to 499 child items can be mapped when handling a parent matrix item.

Data Management Tips

Using CSV import is a powerful method to manage data, but it requires careful preparation:

• Data Scrubbing: Always cleanse your data before the import to minimize errors and ensure integrity.
• Import Assistant: Utilize the Import Assistant tool available at Setup > Import/Export > Import CSV Files for guided steps in the mapping process.
• Job Saving: After configuring import settings, you can save the import job for later use, which allows for consistency and efficiency in future data imports.

With these updates, mapping additional lot and serial fields becomes a streamlined process, thereby enhancing overall item management efficiency in NetSuite.

Who This Affects

• Administrators: Need to configure the import settings accurately.
• Developers: May utilize scripts alongside the import process for automation.
• Inventory Managers: Benefit from improved item data management techniques.

Key Takeaways

• Enhanced CSV import in NetSuite 2026.1 allows mapping of additional lot and serial fields.
• Users must choose Add and enable specific checkboxes during the import process.
• Up to 499 child items can be mapped from parent matrix items.
• Data scrubbing and preparation are essential for error-free imports.
• The Import Assistant simplifies the mapping and import process significantly.