Adding Rebate Agreement Records Using CSV Import

You can import multiple rebate agreements, agreement details, or rebate tiers into NetSuite through CSV import for each group of records. The SuiteApp gives you a CSV template for each record type with all the same fields which are in NetSuite.

Before you import any CSV file, ensure that you set the preferences for your chosen rebate type.

Read the topic Guidelines for Importing Rebate Agreement Records to learn the prerequisites and considerations in importing rebate agreement records.

You can import your data in this order:

Record	Help Topic
1. Rebate Agreements	Importing Rebate Agreements Using a CSV File
2. Agreement Details	Importing Agreement Details Using a CSV File Important: For volume rebates, make sure you import the Rebate Volume Tiers record first before you import agreement details. For transactional rebates, you can import agreement details after you import rebate agreements.
3. Rebate Volume Tiers	Importing Rebate Tiers Using a CSV File

Read the following topics to understand how to add data on the CSV template:

• CSV Template Locations of Rebate Agreement Records

• Sample CSV Agreement Detail Template

• Sample CSV Volume Rebate Tier Template

General Notices