To provide access and assign passwords for existing customers

1. Create a CSV file of customer data, with (at minimum) the following fields. You can include other fields in the CSV file, if necessary.

   • Unique ID - You should use the Internal ID for the customer record. For information about obtaining internal ID values, see Displaying Internal IDs. However, using the Customer ID is supported.

   • Email address - Required for NetSuite access. You can omit the value for customers whose email address is already populated in their NetSuite records.

   • Give Access - Set the value of this field to Yes for all customers included in your CSV file to which you want to provide access.

   • Manually Assign or Change Password - Set the value of this field to Yes.

   • Password - The minimum password length for customers is eight characters.

   • Confirm Password - The value must match the value set for Password.

   • Role - For most customers, this value should be Customer Center.

2. Go to Setup > Import/Export > Import CSV Records.

3. In the Import Assistant, do the following:

   1. Select an Import Type of Relationships.

   2. Select a Record Type of Customers Only.

   3. Click the Select button and browse to the CSV file you created.

   4. Click Next.

4. Choose a Data Handling value of Update and click Next.

5. Map all of the fields listed in step 1 and any other required fields. Click Next.

   • For information about importing customer records, see Customers Only Import.

   • For information about mapping import fields, see CSV Field Mapping Tasks.

6. Give the import map a name and click Save & Run.

   Note:

   After the CSV import completes successfully, you must tell each customer the password you assigned. Do not send passwords by email.

Related Topics

• NetSuite Users Overview
• Use CSV Import to Provide Access to Multiple Customers
• To provide access for existing customers

General Notices