Importing a Statistical Journal Entry

If you have the Make Journal Entry, Posting Period on Transactions, and Import CSV File permissions, you can import a single statistical journal entry from an external system into NetSuite.

Import is supported for statistical journals with up to 10,000 lines. You may notice a performance impact during import and in the user interface for statistical journal with over 1000 lines. In addition, these large journal entries may not be editable in the user interface.

Note:

As of 2015.2, the statistical journal entry records include a Memo body field. However, if your file includes only one column labeled Memo, auto-mapping during a simple import still works as it did in previous releases: The Memo field is mapped to the Line Memo field. The system also displays a warning that instructs you to check that your mapping is correct. If you include both a Memo and Line Memo column, both columns auto-map to the appropriate fields.

Auto-mapping works differently if you are using the CSV Import Assistant. For details on that method, see Statistical Journal Entry Import.

To import a statistical journal entry:

Go to Transactions > Financial > Make Statistical Journal Entries > Import.

If you use a customized user center or user role, Make Statistical Journal Entries must manually be added to the center or role to access this menu option. For more information on customizing user centers and user roles, see Custom Centers and NetSuite Roles Overview.
On the Import Assistant's Scan & Upload CSV File page, select the type of character encoding for imported data.

For information about available options, see Choose Import Character Encoding.

For more information about the Import Assistant, see Single Journal Entry Import.
Click the Single Statistical Journal Entry Template File link to download the Stat_Journal_Template.CSV file.
Save the file to your system and then populate the saved file with your statistical journal data.

The template file contains the following columns:
- Date – This value must be in the preferred date format.
- Unit Of Measure Type – This value must match the existing unit of measure type.
- Units Of Measure – This value must match the existing unit of measure of the specified type.
- Account – This value must match the name/number of an existing statistical account.
- Amount – This value is a number with a maximum of 10 digits before the decimal and 2 digits after the decimal. The maximum field size is 13 digits.
- Line Units – This value must match the existing unit of measure of the specified type.
- Memo – The maximum field size is 4000 characters.
- Entity – This value must match the name/number of an existing entity.
- Department – This value must match the name of an existing department.
- Class – This value must match the name of an existing class.
- Location – This value must match the name of an existing location.
You can add columns to the file to import data for additional statistical journal entry fields. For more information about supported CSV file values, see Supported Values for Journal Entry Import CSV Files.
Click Select, select the CSV file you have populated and then click Open.
Click Next.
On the View Mapping / Start Import page, review the automappings of CSV file fields to NetSuite fields.

Accept the default mappings and start the import, or make changes by dragging and dropping fields or by clicking the pencil icon to open a popup and set default values.

If you do not map or set defaults for certain fields such as Entry No. and Date, the import process inserts a default value.

Note:
You can find out what the defaulted number for an imported statistical journal will be prior to the import. Go to Setup > Company > Setup Tasks > Auto-Generated Numbers. On the Document Numbers subtab, in the Journal field, view the Current Number column. For details about field mapping, see CSV Field Mapping Tasks and General CSV Field Mapping Tips.
Click Run to immediately start the import.

When the import process successfully completes, the record created by the statistical journal import displays, enabling you to immediately review import results.

If an import does not successfully complete, a status page displays. Click the CSV Response link to view a results.csv file containing your CSV file data and the error message. Correct the error in your CSV file and retry the import.

To import a statistical journal entry:

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