Adding Transactions Using CSV Import

You can use CSV Import to add transactions in bulk and apply rebates. For more information, see Importing CSV Files with the Import Assistant.

To import a CSV file:

1. Go to Setup > Import/Export > Import CSV Records. The Import Assistant page loads and walks you through five steps.

2. On the Scan & Upload CSV File step, do the following:

   1. Select Transactions as the import type.

   2. On the Record Type dropdown list, select the applicable record to upload. See Supported Record Types for CSV Import.

   3. On the Character Encoding dropdown list, select Western (Windows 1252).

   4. On the CSV Column Delimiter dropdown list, select Comma.

   5. Under the CSV File(s) section, choose from one or multiple files to upload.

3. On the Import Options step, do the following:

   1. Under the Data Handling section, choose Add.

   2. Click Advance Options to expand the settings then check the box for Run Server SuiteScript and Trigger Workflows. This triggers the rebate calculation for the imported data.

4. On the Field Mapping step, review the data from the CSV file being imported to specific NetSuite fields.

5. On the Save Mapping & Start Import step, do the following:

   1. On the Import Map Name field, enter a unique name for your import map.

   2. Click Save & Run.

   3. The confirmation screen shows the following quick links for accessing, sharing, running another import:

      • View Saved Imports

      • Share Import

      • Start Another Import

Rebates on the data from the CSV file are calculated and applied similar to transactions you enter manually. To view how the system applies rebates, see steps 3.a onwards on Creating a Sales or Purchase Transaction with Rebates.

For more information about best deal on rebates, see Best Deal on Rebates.

Related Topics

• Creating Transactions with Rebates
• Creating a Sales or Purchase Transaction with Rebates

General Notices