Class Import

Classes are type definitions that can be used to categorize records such as financials, transactions, and employees. Classes can provide more generalized categories than departments or locations. For more information, see Creating Classes.

You can use the Import Assistant to set up and update class records in your NetSuite account.

Before you can import classes, an administrator, or another user with permission to enable features, must go to Setup > Company > Enable Features, and on the Company subtab, check the Classes box and click Save.

Class fields for which data can be imported include Name, External ID, Subclass of (the parent class, if any), and whether the class is inactive. If you are using NetSuite OneWorld, these additional fields also are available: Subsidiaries (the subsidiaries associated with a class), and Include Children (a Boolean indicating whether to associate a class with all child subsidiaries of those specified in the Subsidiaries field).

For details about fields that can be mapped in the Class record, see the SOAP Schema Browser’s class reference page. You can use the field definitions here as a basis for creating your own CSV import template file. For information about working with the SOAP Schema Browser, see SOAP Schema Browser.

After you have imported class records successfully, you can review them at Setup > Company > Classes.

Note:

If you plan to import other record types that include fields referencing class values, complete the import of classes first.

The Import Assistant is available at Setup > Import/Export > Import Tasks > Import CSV Records. After you select the record type for import, you choose the import character encoding. For more information, see Select a Record Type for Import and Choose Import Character Encoding.

Related Topics

General Notices