To provide access for existing customers

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.
- Send New Access Notification Email - Set this value to Yes. The notification email includes a link that lets customers create their own passwords for accessing NetSuite.
- Role - For most customers, this value should be Customer Center.
Go to Setup > Import/Export > Import CSV Records.
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.
Choose a Data Handling value of Update and click Next.
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.
Give the import map a name and click Save & Run.

If you prefer to assign passwords to customers, as well as give them access to your NetSuite account, follow this procedure.

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