Use CSV Import to Provide Access to Multiple Customers

You can use the Import Assistant to provide access to your NetSuite account to a large set of customers at Setup > Import/Export > Import Tasks > Import CSV Records, without needing to individually update each customer record.

You must have the Import CSV File permission to complete this task. For general instructions for using the Import Assistant, see Importing CSV Files with the Import Assistant. For general information about setting up CSV files for import, see Guidelines for CSV Import Files. See also Boolean Values in CSV Files.

Important:

There are two procedures in this section. The preferred procedure uses CSV import to provide access to your NetSuite account to multiple customers without assigning passwords. The other procedure also uses CSV import to provide access to your NetSuite account, but requires that you assign a password for each customer.

Users with the Administrator role no longer need to create the initial passwords when giving access to users. You should use the following procedure to provide access, setting the value for the Send New Access Notification Email field to Yes. The standard access notification email includes a link that lets users create their own passwords for accessing NetSuite.

You should follow this procedure to provide access to your NetSuite account for multiple customers.

See the following procedures:

• To provide access for existing customers

• To provide access and assign passwords for existing customers

Related Topics

• NetSuite Users Overview
• Giving Customers Access
• Provide Access to Individual Customers
• Set the Customer Center Sales Order Form

General Notices