Setting CSV Import Preferences

Note:

These preferences do not apply to simple imports.

If you are an account administrator, or you have the Set Up CSV Preferences permission, you can set the following CSV preferences. These settings appear on the Import Assistant's Import Options page, and the settings that you enter are the defaults seen by all users.

Any changes that users make in the Import Assistant override the default preferences entered on the CSV Import Preferences page.

To set CSV import preferences:

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

  2. On the CSV Import Preferences page, enable or disable options, and click Save.

    See the sections below for information about available preferences:

Custom Multi-Select Value Delimiter

By default, the Import Assistant expects the pipe “|” to be the delimiter for multi-select field values. The Assistant also supports the use of any single character as a custom multi-select delimiter.

To specify that a custom character be used as a delimiter, instead of the pipe, for all import jobs in your account, enter the character in this field. The Import Assistant then interprets the custom character, and not the pipe, to indicate a multi-select relationship. Users can enter an alternate character in the Advanced Options area of the Import Options page, that overrides the account-level character for a specific import job.

Log System Notes For Custom Fields

Enable this option to create system notes during the import of data from custom fields. This option is disabled by default. Disabling system notes for custom fields improves performance and is recommended for imports that add data.

Important:

System-generated notes are used in NetSuite to track changes to a record, including what action was taken, when the record was modified, and the user that was responsible for the change. These notes are important for maintaining a complete audit trail. If you turn off system-generated notes for custom fields, specific changes related to custom fields within the imported record are not recorded in NetSuite, although all changes for standard fields are logged as usual. If a custom field contains sensitive information that is critical for audit purposes, you should not disable system-generated notes.

Run Server SuiteScript and Trigger Workflows

Enable this option to run any server-side SuiteScript during the CSV import process. Note that running server SuiteScript will slow the save process.

This option must be enabled for a CSV import to trigger a workflow that is based on record creation or update. If this option is not enabled, workflows do not run when a CSV import creates or updates records.

You typically should enable this option when you are synching “live” data or running a partner application (for example, Outlook synchronization).

NetSuite recommends that you disable this option when you are doing a historical import.

Note:

To enable or disable this option, you must be logged in to NetSuite with a Role that has full permission to:

  • Import CSV File.

  • Control SuiteScript and Workflow Trigger per CSV Import.

For more information on how to set up permissions for a role, see Setting Permissions under the Customizing or Creating NetSuite Roles topic, or look for the Answer Id 63674 in SuiteAnswers.

CSV Column Delimiter

By default, the Import Assistant expects comma-separated values. However, you can also import CSV data that uses a different type of separator. Other valid options are the colon (:), semicolon (;), pipe (|), space ( ), and tab.

CSV Decimal Delimiter

By default, the Import Assistant expects the period to be used as the decimal mark in numbers. If you use the comma as the decimal mark in the CSV files you import, you can set it to be the default decimal delimiter for CSV data.

Related Topics

Importing CSV Files with the Import Assistant
Step One Scan & Upload File
Step Two Import Options
Step Three File Mapping
Step Four Field Mapping
Step Five Save Mapping & Start Import
Setting Integration Preferences

General Notices