Guidelines for CSV Import Files

Note:

NetSuite recommends that you scrub your data before importing it into NetSuite.

Note:

To use the Import Assistant, you need Full access for the Import CSV File permission. 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.

Before you attempt to import data with the Import Assistant, you need to set up CSV files and review their formatting carefully, to avoid errors that prevent import and to ensure that data is imported with correct values.

To help with the setup of your CSV files:

You can create a CSV import template file using the list view for the record type, even if the list is empty. Select the view that displays the most appropriate columns, set the view to show only the columns needed for your import, and then click the Export — Microsoft Excel icon at the top of the list. Open the exported file and save the values to be imported. The following example shows a customized view of the Items list page. Click Export — Microsoft Excel, and then use the exported file to create the CSV import file.

The Export - Microsoft Excel icon on the Items list page.

If you want to create your own CSV import template files with columns that automatically map to NetSuite data, review the SOAP Schema Browser for details about fields for each record type. For information about working with this tool, see the help topic SOAP Schema Browser.

For information about the available import types, see the following:

Related Topics

CSV Imports Overview
Importing CSV Files with the Import Assistant
CSV Import Error Messages
Additional Import and Export Options

General Notices