Learn Oracle NetSuite : CSV Import / Export

Content

• CSV import Overview. ​

• Advantages of CSV Import ​

• Permissions for CSV Imports​

• CSV import Assistant setup Navigation​

• CSV Import Preferences​

• Steps of Importing CSV Files​

• Import CSV Records (Single File and Multiple File to Upload)​

• View CSV imports status​

• Saved CSV Imports​

CSV import Overview​

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• CSV import is a common and standard method in NetSuite. ​

• Transfer the small to medium-sized data sets in NetSuite. ​

• We can import the records like an entity, transaction, account, classification, custom records, etc,​

​Advantages of CSV Import​

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• Reduce the time required for creating or updating records.​

• Multiple data can be migrated easily.​

• Get to know the required fields in any records.​

• Manage your business data in Cloud. ​

​The Import Assistant includes five steps:

Step 1: Scan & Upload File​

Select an Import Type​

Select a Record Type for Import ​

Choose Import Character Encoding​

Choose CSV Column Delimiter​

Select a File for Import​

Step 2: Import Options​

Choose Data Handling for Import​

Set Advanced CSV Import Options​

Step 3: File Mapping (required only for multi-file imports)​

Step 4: Field Mapping​

Step 5: Save Mapping & Start Import​

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​From the Home dashboard, navigate to Setup > Import/Export and click Import CSV Records. 1.3 Step 1 Scan and upload CSV File. Select the appropriate Import Type from the dropdown for the type of file you are importing. 1.4 Select the appropriate Record Type from the dropdown for the type of file you are importing.

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​To import scrubbed CSV transaction data in NetSuite, follow these menu steps using Import Assistant. Setup>Import/Export>Import CSV Files. Indicate whether the import will add new records or update existing records. Then map the CSV fields to NetSuite fields. Save import jobs to run later and reuse for mapping purposes. Validate the imported data.

Many businesses and accounts payable departments keep their important data in CSV and Excel files. These are then converted into custom forms in NetSuite. The CSV file is the most commonly used method for transferring small to medium-sized sets of data into NetSuite.

The CSV import process helps to prevent errors and saves time. Data can be added or updated to all records simultaneously, rather than entering them manually.

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