Reprocessing CSV Imported Records

All related records must be imported together before processing. This ensures that the records are processed as related and are represented accurately in the SaaS Metrics dashboard.

In instances where related records are not processed at the same time, you must mark the already processed record as unprocessed and reprocess them together with all related records. For example, if you have imported and processed contracts with dates that are in January 1, 2023 up to March 31, 2023 and you are importing another CSV file with dates in February 2023, you must set the already processed contracts as unprocessed and reprocess them together with the new CSV file.

Note:

Reprocessing of imported records takes a while to finish. The SaaS Metrics dashboard may not be up to date until the SuiteApp has finished reprocessing records.

To reprocess imported records:

  1. Deploy the script to set the already processed records as unprocessed.

    1. Go to Customization > Scripting > Scripts.

    2. Look for the SaaS MR UnPostProcess Contract Trans script.

    3. In the Deployments column, click the Deployments link for the script.

    4. Click Edit.

    5. On the Script Deployment page, click Save and Execute.

  2. Import all related records together using the Import Assistant.

    For more information about the Import Assistant, see Importing CSV Files with the Import Assistant.

  3. Process all related imported records together.

    For more information about processing imported records, see Processing CSV Imported Records

Related Topics

CSV Imported Records
Processing CSV Imported Records
Deleting Imported Records
Entering Returns Through CSV Import

General Notices