Importing Warranty Registration Details

You can register a warranty by importing details from a CSV file, or by using a scheduled script or web service. Imported records count as manual registrations and aren’t linked to a NetSuite invoice.

You can update existing records, regardless of how these records were created, by importing details for certain fields. For more information about required and editable fields, see Editing a Warranty Registration.

Before importing registration details, review these guidelines:

• Set up Roles and Permissions in Warranty and Repairs Management to import registration details. For more information about CSV import preferences, see Setting CSV Import Preferences.

• Set up the warranty information on the item record and turn on warranty tracking for items in your CSV file. For Fixed terms, if there’s no expiration date in your CSV, the registration uses the default date from the item record. For more information, see Setting Up Warranty Information on the Item Record.

• Review the Warranty and Repairs Management Limitations on warranty registrations.

To import warranty registration details:

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

2. On the Import Assistant page, complete the fields for Step One Scan & Upload File:

   1. In the Import Type field, select Custom Records.

   2. In the Record Type field, select Warranty Registration.

   3. In the CSV File(s) section, select the mode and file to upload. For instructions, see Select a File for Import.

   4. Click Next.

3. Complete the following fields for Step Two Import Options:

   1. In the Data Handling section, choose from the following options:

      • Add

      • Update

      • Add or Update

        Note:

        The Add or Update option doesn’t apply to scheduled scripts.

      For more information, see Choose Data Handling for Import.

   2. In the Advanced Options section, set the following preferences for your import job:

      1. In the Custom Form field, select Warranty Registration Form or Standard Warranty Registration Form.

      2. Check the Run Server SuiteScript and Trigger Workflows box.

      For more information, see Set Advanced CSV Import Options.

4. Click Next.

5. To import multiple files, complete the tasks for Step Three File Mapping.

   Otherwise, go to Step Four Field Mapping and make sure the fields in your CSV are mapped to the Warranty Registration form fields.

6. Click Next.

7. Click Save & Run to save your import settings and start the import job.

   After you run an import, the job goes into a queue. On the Finished page, click Import Job Status to check its status. For more information, see Checking CSV Import Status.

If your import file has errors, only the valid records get added or updated. Check for error messages at the end of each row with invalid data in your file.

Best Practices for Importing Registration Details

This section shares best practices for importing or updating warranty registrations.

• Make sure your import file’s fields match those on the Warranty Registration form. The same validations used for manual registration also apply to imports. For more information about warranty registration fields, see Creating a Manual Warranty Registration.

• To update a warranty registration, get the internal ID of the record. For more information, see Finding Internal IDs of Records.

• To update records, export the list of registrations. Use the Export-CSV icon on the Warranty Registration: Results page. Make sure the Internal ID column is displayed on the page before you export. For more information, see Prerequisites.

• Imported information replaces default values. For example, when the Auto Generate Registration No. preference is turned on, importing your own registration numbers will overwrite the autogenerated ones.

  To check your warranty preferences, go to Lists > Warranty and Repairs > Warranty Setup. For more information, see Setting Warranty Preferences.

• You can use a scheduled script to blank out editable fields, but all record validations still apply. You can’t edit certain fields if the registration is already tied to a claim. For a list of editable fields, see Editing a Warranty Registration.

  Note:

  You can’t set editable fields to blank through CSV import. Existing details stay the same if you leave the fields blank in your CSV file.

• For more information about importing files, limitations, and tips, see the following topics:

  • General CSV File Conventions

  • Setting CSV Import Preferences

  • Tips for Successful CSV Imports

  • Custom Records Import

Related Topics

• Warranty and Repairs Management SuiteApp
• Setting Up Warranty and Repairs Management
• Setting Warranty Preferences and Items
• Warranty Claims
• Return Authorization for Warranty Claims
• Processing Refund, Repair, and Replacement Claims

General Notices