Importing CSV Files with the Import Assistant

You can use the Import Assistant for most imports of CSV data to NetSuite. The Import Assistant is available at Setup > Import/Export > Import CSV Records, if you have the Import CSV File permission.

Before an import, review the information available in Guidelines for CSV Import Files for help formatting your CSV files correctly.

The Import Assistant includes five steps:

The Assistant provides verification of each step and does not let you proceed to the next page if it encounters errors. After you complete these steps, you can run an import job immediately or save the import and run it later.


CSV Import of Published Saved Searches is not supported.

Related Topics

CSV Imports Overview
Guidelines for CSV Import Files
CSV Import Error Messages
Additional Import and Export Options
Supported Record Types for CSV Import
Tips for Successful CSV Imports
Checking CSV Import Status
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General Notices