Time-Off Change CSV Import

Important:

This topic describes a feature that is currently available only in some customer accounts. For information about the availability of this feature for your account, please contact your NetSuite account manager.

You can import time-off change CSV data when the Time-Off Management feature is enabled at Setup > Company > Setup Tasks > Enable Features. Under the Employees subtab, check the Time-Off Management box. For more information about time-off changes, see Viewing Time-Off Changes.

Time-Off Change Fields

To prepare time-off change CSV data for import, make sure that your CSV file includes the following fields.

CSV File Example

The following table shows how you might structure a file for importing time-off change data in a CSV file.

External ID

Employee

Time-Off Type

Amount

Time-Off Time Unit

Date Applied

Time-Off Request

Description

TOC-EMP-398

Jennifer Sanders

Vacation

7

Days

07/01/2015

53

TOC-EMP-400

Julie Bauer

Vacation

4

Days

09/01/2015

22

TOC-EMP-402

Daniel White

Vacation

5

Days

08/15/2015

43

Summer Vacation

Importing a Time-Off Change CSV Table

To import time-off change CSV data:

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

  2. In the Import Assistant, choose Employees as the Import Type, and Time-Off Change as the Record Type.

  3. Click Select and specify the CSV file you want to import. Click Next.

  4. Select the appropriate data handling for your import. In most cases you will add new time-off change records. Click Next.

  5. Review the field mappings to make sure that your CSV data fields map into NetSuite fields.

  6. Click Next and follow the assistant’s instructions.

For more information about using the import assistant and importing CSV records, see the help topics Importing CSV Files with the Import Assistant and Guidelines for CSV Import Files.

Related Topics

CSV Imports Overview
Employees Import Type
Importing CSV Files with the Import Assistant
Guidelines for CSV Import Files
CSV Import Error Messages
Additional Import and Export Options

General Notices