Use the Import Wizard

The Import Wizard starts automatically after successful authentication.

Figure 10-1 Import Wizard Models


This figure shows a diagram of each Import Wizard model: POS Locations to NetSuite Subsidiaries and One Parent Subsidiary. In the POS Locations to NetSuite Subsidiaries model, each POS location maps to a NetSuite subsidiary, and revenue centers become NetSuite locations. In the One Parent Subsidiary model, you can select one NetSuite subsidiary, and then choose which POS locations to import under it.
The wizard supports two import models:
  1. POS Locations to NetSuite Subsidiaries
    This model allows you to:

    • Import POS locations as new NetSuite subsidiaries.

    • Map POS locations to existing NetSuite subsidiaries.

    • Import POS revenue centers as new NetSuite locations.

    • Map POS revenue centers to existing NetSuite locations.

  2. One Parent Subsidiary

    This model creates all POS revenue centers from the selected POS locations within a new or existing NetSuite subsidiary.

    When using this model:

    • All POS revenue centers from the selected POS locations are imported into a single NetSuite subsidiary.

    • POS locations are not imported into NetSuite.

    • You can select an existing NetSuite subsidiary or create a new subsidiary during the import process.

    • Each selected POS revenue center can be mapped to an existing NetSuite location or imported as a new NetSuite location within the selected subsidiary.

Note:

You can run the wizard multiple times, allowing you to use one model for certain POS locations and a different model for others.

Parent topic: POS Configuration