Give Access to Employees via CSV Import

Need to give access to employees via CSV import.

To give access to employees via CSV import, please follow the steps below:

1.  Create and save a CSV file with the following columns –
   • Internal ID (of the Employee record)
   • Role
   • Password
   • Confirm Password
   • Require Password Change
   • Give Access
2. Update the Employee Record via CSV Import

1. Navigate to Setup > Import/Export > Import CSV Records
2. Set the following:
   • Import Type = Employees
   • Record Type = Employees
3. Choose the CSV file
4. Click Next
5. Set Data Handling = Update
6. Click Next
7. Map the fields:
   • Internal ID <> Employee : Internal ID
   • Role <> Employee Roles 1: Role
   • Password <> Employee: Password
   • Confirm Password <> Confirm Password
   • Require Password Change <> Employee: Require Password Change On First Login
   • Give Access <> Employee: Give Access (user can set the default value to YES by clicking on the pencil icon)
8. Click Next
9. Click Save & Run

Additional Notes:

• If Give Access is not visible in the Step 4 Field Mapping stage, it is possible that the field is hidden in the Custom Employee Form used. Go Back to Step 2 Import Options > Click Advanced Options to verify.
• Note that if the user has access to different Entities, then the system might not accept the Password set. You may review SuiteAnswer Id 69127: Create New Employee Record > Give Access > Set Password > Only the user can change this password, as this user has access to more than one NetSuite account.