CSV Imports Overview

CSV import is the most commonly used method for transferring small to medium-sized data sets from other applications into NetSuite. The CSV import process saves time and prevents errors, by submitting data in a CSV (comma-separated value) file. This data can add or update many records at one time, avoiding the need for manual data entry.

Note:

NetSuite recommends that you scrub your data before importing it.

NetSuite provides an Import Assistant that you can use to step through the process for most CSV imports. If you have Full access level for the Import CSV File permission, the Import Assistant is available at Setup > Import/Export > Import CSV Files. The types of data that you can import with the Assistant depend upon your assigned role and permissions, and on your account's enabled features. For more information, see NetSuite Permissions Overview.

Import Assistant page

You can save an import job to be run later. After you have saved an import, you can reuse its mapping for later import jobs and share it with other users. When you run an import, a status page is available for you to view its progress.

Review the following for information about importing CSV data into NetSuite:

For details about alternate approaches to import tasks, see the following:

Note the following:

Related Topics

Importing CSV Files with the Import Assistant
Guidelines for CSV Import Files
CSV Import Error Messages
Additional Import and Export Options

General Notices