CSV Imported Records

The following are the steps to use CSV imported records with this SuiteApp.

Manually create a CSV file that contains information for the SaaS Contract Transaction Record.

When you select a sales order or invoice as the primary record, the SuiteApp creates the SaaS Contract Transaction Record. When you use CSV imported records, you must manually create the SaaS Contract Transaction record as a CSV file. For more information about the SaaS Contract Transaction Record, see Viewing Advanced SaaS Metrics Transaction Records.
Use NetSuite's CSV Import function to import records.

For more information, see Importing CSV Files with the Import Assistant
Process the imported records for inclusion in the SaaS Metrics dashboard computations.

For more information, see Processing CSV Imported Records.

You can also do the following with CSV imported records:

Enter returns or RMAs.

For more information, see Entering Returns Through CSV Import.
Delete CSV imported records.

For more information, see Deleting Imported Records.
Reprocess CSV imported records.

For more information, see Reprocessing CSV Imported Records.