Adding Transactions Using CSV Import

You can use the CSV Import functionality when adding transactions in bulk to which you can 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 which includes five steps.

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

   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, complete the following substeps:

   1. Under the Data Handling section, choose Add.

   2. Click Advance Options to expand the settings and check the box for Run Server SuiteScript and Trigger Workflows. This box 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, complete the following substeps:

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

   2. Click Save & Run.

   3. The confirmation screen shows 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 Transaction.

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

Related Topics

Creating Transactions with Rebates

Creating a Sales Transaction

General Notices