Cash Sale Import

NetSuite Cash Sale transactions are records of sales for which immediate payment is received. You can use the cash sales import to import historical sales data.

For details about fields that can be mapped in the cash sale record, see the SOAP Schema Browser’s cash sale 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.

Review the following guidelines for Cash Sale imports:

Supported Cash Sale Sublist Data Imports
Supported Cash Sale Subrecord Data Imports
Importing Currency Values for Cash Sale Transactions
Charging Customer Credit Cards for Imported Cash Sales
Using Import Assistant for Cash Sales Mass Update
Cash Sale Import Example

Supported Cash Sale Sublist Data Imports

The Cash Sale import supports the import of the following sublist data:

Sublist	Notes
Auth. Code	When Gift Certificates feature enabled.
Billable Time	Selectively updatable based on related transaction ID (***doc).
Items	You must import at least one line item for all new cash sale records, and you must map required fields for this sublist on the Field Mapping page. See Required Items Sublist Fields for Transactions Imports. Selectively updatable based on Line/Order Line or Item key field. See Line Item Updates on Transactions Imports.
Partners	When Multi-Partner Management feature enabled. Selectively updatable based on Internal ID, External ID, or Partner.
Sales Team	When Team Selling feature enabled.
Shipment	When Multiple Shipping Routes feature enabled.

If the Item Options feature is enabled in your account, you can import values for custom transaction item options along with Items sublist data. Transaction item options must first be set up at Customization > Lists, Records, & Fields > Transaction Item Options > New, with one of the following Applies To settings: Sale, All Items. For details, see Importing Transaction Item Options.

For imports that update existing Cash Sale records, handling of sublist data updates depends upon the setting for the Overwrite Sublists advanced option, and on whether the sublist is keyed. Complete deletion of sublist data currently is not supported. For more information, see Sublist Data Import.

Important:

For non-keyed sublists, you shouldn't update main transaction fields and sublist fields during the same import job.

Supported Cash Sale Subrecord Data Imports

The Cash Sale import supports the import of the following subrecord data:

Subrecord	Notes
Billing Address	By default, the subrecord Address field is read-only, and data from other subrecord fields is copied into it. If you map the Override field and set it to Yes (meaning true), you can import data for the Address field.
Items — Inventory Detail	When Advanced Bin / Numbered Inventory Management feature enabled.
Shipping Address	By default, the subrecord Address field is read-only, and data from other subrecord fields is copied into it. If you map the Override field and set it to Yes (meaning true), you can import data for the Address field.

Subrecord

Notes

Billing Address

By default, the subrecord Address field is read-only, and data from other subrecord fields is copied into it. If you map the Override field and set it to Yes (meaning true), you can import data for the Address field.

Items — Inventory Detail

When Advanced Bin / Numbered Inventory Management feature enabled.

Shipping Address

Importing Currency Values for Cash Sale Transactions

When the Multiple Currencies feature is enabled, the import of Currency field values is supported for newly created cash sale transactions. The Currency value for a cash sale must be one of the currencies defined for the transaction's customer, on the Customer Currencies sublist. See Currency Management and Setting Multiple Transaction Currencies for Customers.

If the Multiple Currencies feature is not enabled, the Currency field value for a cash sale is not editable.

Charging Customer Credit Cards for Imported Cash Sales

By default, imports of Cash Sale records do not cause charges to customer credit cards. If your NetSuite account has integrated credit card processing set up, you have the option of setting a Cash Sale import to create charges to customer credit cards.

To set up a Cash Sale import to charge customer credit cards:

On the Field Mapping page for a Cash Sale import, double-click the Charge Credit Card field to display it in the center pane.
Click the edit icon and set the default value for the field to be Yes.

If you do not map the Charge Credit Card field for a Cash Sales import, its value remains No, and no credit card charges occur.

Using Import Assistant for Cash Sales Mass Update

You can perform a mass update of existing Cash Sales data by exporting Cash Sales saved search results, changing data externally, then using the Import Assistant to import modified data, using the Update data handling option. For more information, see Creating Transaction Saved Searches for Reimport.

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.

Cash Sale Import Example

The following example shows how you might structure a file for importing cash sale data.

External ID	Customer	Date	Item	Quantity	Amount	Tax Code
CS-1234	Amy Johnson	8/17/2017	Model railway set — KHT15	2	1400	VT-855
CS-1235	Zachary Hayes	8/17/2017	Model aircraft — BHY54	3	2500	VT-97

External ID

Customer

Date

Item

Quantity

Amount

Tax Code

CS-1234

Amy Johnson

8/17/2017

Model railway set — KHT15

1400

VT-855

CS-1235

Zachary Hayes

8/17/2017

Model aircraft — BHY54

2500

VT-97