1. NetSuite CPQ
  2. NetSuite CPQ Configurator
  3. NetSuite CPQ Configurator Products
  4. Importing Products

Importing Products

Note:

Keep the options page open until all product imports are either pending or in progress. Closing the page will cancel any product imports in the Initializing status.

After exporting a product, you can import it back into the same account or a different one at CPQ > Configurator > Settings. You can select and import multiple products at the same time and the imports will run in parallel. When selecting products, you should group together those that will be imported using the same options.

You can monitor the import progress in the product import summary. Import information stays available for 7 days. To remove it earlier, click the Clear button next to the corresponding import line. If the product import summary exceeds 50 lines, clear finished imports before starting new ones.

When importing a product, choose how to handle references to records. For more information, see Importing References to Records.

You can also choose to import a new product version into an existing product, which is called target product. For more information, see Importing a New Version into an Existing Product.

Note:

To set up, prototype, or update large numbers of products, use CSV Import to create or modify multiple CPQ product configurations. For details, see CPQ Product Import.

To import a product:

  1. In NetSuite, go to CPQ > Configurator > Settings.

  2. In the Import Product field, select one or multiple ZIP files with the products you want to import.

  3. In the Import Options for Record References field, choose how to handle references to records when importing your product. For more information, see Importing References to Records.

  4. To automatically create placeholder items for any referenced item records missing in the target account, check the Auto-create missing items box.

    Note:

    If you want missing items to be created automatically, make sure you select the Import by name option in the Import Options for Record References field.

  5. Click Import.

Importing References to Records

Imported products may include references to item records-also called links. For example, you create a reference to an item record when selecting a NetSuite item as a material. These referenced item records need to be retrieved in the target account. Before importing a product, choose how to handle item record references in the Import Options for Record References field:

  • Do not import - Leaves all fields with a record reference blank.

    Choose this option when you're importing products into a sandbox account for testing purposes and you don't need the referenced items.

  • Import by ID - Assigns record references based on the internal ID of the item. This is the default option.

    Choose this option when importing products within the same account to optimize the import process.

  • Import by name - Finds the item internal ID by looking for the item name and places it in the link field.

    Because items with the same name can have different internal IDs, choose this option when importing products across different accounts.

    Some items may be referenced by imported products but don't exist in the target account. When importing record references by name, you can automatically create placeholder items to replace missing items that are linked to materials or additional items (formerly called breakout items). Placeholder items use the same ID and name or number as the original item, and they have a fixed price of 10 USD. To enable this option when importing products for testing purposes, check the Auto-create missing item box.

Importing a New Version into an Existing Product

You can update a product by importing a new product version into an existing one-called target product. The updated product keeps the original internal ID, but the rest of the data is replaced with information from the new product.

Note:

When working with a target product, start each import process separately.

To use this option, select the product you want to import in the Import Product field. Then, select the product where you want to import data in the Target Product field and click the Import button.

When working with a target product, you can continue to use the Import Options for Record References and Auto-create missing items fields.

When importing a new version into an existing product, options and features of the configurable item may change. If favorite configurations reference options or features that no longer exist or have changed in the new version, they may no longer work with the new imported version. If this is the case, check the Unlink favorites from target product box before importing the product. By enabling this option, favorites configurations will no longer be associated with the target product, but they'll remain in your account.

Related Topics

General Notices