Step Four Field Mapping
Step four of the Import Assistant displays the automatic mappings of CSV file fields to NetSuite fields. For descriptions of tasks to complete in step four of the Import Assistant, see CSV Field Mapping Tasks.
-
CSV file fields are listed in the left pane.
-
Field mappings display in the center pane; blank spaces indicate that a field needs to be mapped.
Required fields are marked with ( Req ). You must map these fields or provide default values for them.
-
NetSuite fields are listed in the right pane.
-
Fields that have already been mapped appear dimmed.
-
Fields available for mapping are in darker text.
-
Custom fields are marked with a special icon. (
) -
Key fields are marked with a special icon. (
)
-
Only NetSuite fields that can be edited on the user's preferred form for the record type are available for import mapping.
To get a better understanding of the NetSuite fields, you can do the following:
-
Carefully review the NetSuite user interface form for the selected record type. You can click the field label for help that describes the field.
-
See the SOAP Schema Browser for more descriptions of each field. For information about working with this tool, see SOAP Schema Browser.
By default, mappable NetSuite fields are those available on your preferred form for the selected record type. Fields can be mapped for the import job if they are displayed (not hidden) and not disabled on your preferred form. If these fields do not include all of the data you want to import, you can specify a custom form that includes the fields you need, as an Advanced Option in the CSV Import Assistant. This specification changes the NetSuite fields listed on the Field Mapping page. See Set Advanced CSV Import Options.
To manually map fields:
-
Click on the first available empty row in the center pane. The arrows on each side of the row, indicate the row you are editing.
-
Click on the CSV file field you want to map in the left pane.
-
Click on the NetSuite field in the right pane to map it with the CSV file field.
For help with completing the tasks in step four of the Import Assistant, review the following guidelines.
If you make mistakes during mapping, you can click the Reset button to return the Field Mapping page to the automatic mappings or to the most recently saved mappings.
When you have completed field mapping tasks, click Next to go to Step Five Save Mapping & Start Import.
-
If the Assistant encounters fields that have not been mapped, an error popup appears and problem mappings are marked with a red X. You can add mappings, then click Next again.
-
If the Assistant encounters improperly mapped fields, an error page appears. You then can download a zip of the CSV files with an additional column in each file indicating the errors. After you fix the errors, you can relaunch the Import Assistant and upload the files again.