– NetSuite can only manage one type of data file – CSV. Using the CSV Import Assistant we can easily import data into Net suite by the following steps.
Step 1 – Prepare the template for importing. Always note that your data is supported with net suite fields and formats eg. date,List fields
CSV file have one draw back if you format your data and after closing the file if you reopen it all the formatting will be lost. You need to again format the file again.
Step 2 -Follow the navigation Set up > Import/Export >Import CSV records
In that page select the appropriate fields.
* Import type –> Category of the data Eg. Transaction
*Record Type -⇾Select the record type to import Eg.Sales Order
*Character encoding -⇾ select the character encoding (We can also import special characters if we use proper character encoding type) Eg.Western (Windows 1252)
*CSV comma delimiter -⇾ Select the symbol to be used as a column separator in the CSV files you import. Eg.Comma
*Select one file or multiple files to import
Step 3 -⇾ Select the option ADD,UPDATE or ADD/UPDATE
Step 4 -⇾ Map the fields in the import file to net suite fields
Step 5 -⇾ Save the mapping and run the import