Editing Employee Records Using CSV Files

You can edit multiple existing employee records at one time by exporting employee records to a CSV file. Edit the CSV file and then import the CSV file. You can also include information for additional employee record fields in your CSV file.

You should organize employee information in your CSV file by using employee record field names as your CSV column headers.

To edit employee records using CSV files:

  1. Go to Lists > Employees > Employees.

  2. Click the CSV export icon.

  3. Open the CSV file and edit the employee records you want to change. Then, save the file.

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

  5. In the Import Type list, select Employees.

  6. In the Record Type list, select Employees.

  7. In the CSV file(s), choose One File to Upload.

  8. Click Select... and then select the CSV file you edited.

  9. Click Next.

  10. In the Data Handling subtab, select Add or Update.

  11. Click Next.

  12. Click the Advanced Options subtab and then check the Run Server SuiteScript and Trigger Workflows box.

  13. Click Next.

  14. On the Field Mapping page, verify that your CSV file’s column headers have been matched to the correct employee record fields.

  15. Click Next.

  16. Enter a unique name for your CSV file’s field mapping in the Import Map Name field.

  17. Click Save and Run.

Related Topics

Adding an Employee
Adding Employees by Importing a CSV File
Giving an Employee Access to NetSuite
Assigning a Supervisor to an Employee
Viewing and Editing an Employee Record with Effective Dating
Rehiring a Terminated Employee
Searching for Effective-Dated Changes to the Employee Record
Viewing an Employee’s Timeline
Employee Locations
Creating an Employee Template
Working with Employee Social Security Numbers
Printing Mailing Labels for Employees
Employee Information Management

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