Estimate Import
NetSuite Estimates transactions, also known as Quotes, include items proposed for customer purchase, along with price levels, probabilities of closing, and expiration dates. Estimates can be provided to customers for review, and also can be used for sales forecasting, management, and reporting. Estimates can be attached to Opportunity records, and later can be converted to sales orders.
Estimate imports are not available unless the Estimates feature is enabled in your account. To enable this feature, go to Setup > Company > Enable Features and on the Transactions tab, check the Estimates box.
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You can import Estimate transaction data in a single CSV file, or in multiple files, for example, with transaction header data in one file and item-level data in other files. Estimate transactions can be uniquely identified by internal ID or external ID. The unique ID should be included in every line of the CSV files.
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For imports of new data, use the external ID as a unique identifier. On the Import Assistant's Field Mapping page, you should map the external ID field from your CSV files to the NetSuite Estimate # field, which serves as a transaction ID for Estimate records. This mapping allows external IDs to be displayed on Estimate forms in the NetSuite user interface.
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You can link an Estimate record to an Opportunity record by including the Opportunity record's identifier as the Estimate's “Opportunity” field value. This identifier can be an internal ID, external ID, or transaction ID.
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Each imported Estimate record should include a reference to a NetSuite customer record, mapped to the Estimate's Customer field. This reference must be a unique identifier; you should use the customer record's internal ID or external ID, rather than a name reference.
For details about fields that can be mapped in the estimate record, see the estimate 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 Estimate imports:
Supported Estimate Sublist Data Imports
The Estimate import supports the import of the following sublist data:
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Sublist |
Notes |
|---|---|
|
Items |
You must import at least one line item for all new 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. |
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Partners |
when Multi-Partner Management feature enabled selectively updatable based on Internal ID, External ID, or Partner |
|
Sales Team |
when Team Selling 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 Estimate 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.
For non-keyed sublists, you shouldn't update main transaction fields and sublist fields during the same import job.
Supported Estimate Subrecord Data Imports
The Estimate import supports the import of the following subrecord data:
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Subrecord |
Notes |
|---|---|
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Items — Inventory Detail |
when Advanced Bin / Numbered Inventory Management feature enabled |
Importing Currency Values for Estimates
When the Multiple Currencies feature is enabled, the import of Currency field values is supported for newly created estimates. The Currency value for an estimate 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 an estimate is not editable.
Using Import Assistant for Estimates Mass Updates
You can perform a mass update of existing Estimates data by exporting results for a Transaction saved search with a filter of “Type is Estimate”, 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.