NetSuite is a powerful tool, but it’s only as useful as the information you put in it. If your data is stuck in an old spreadsheet, you’ll need to find a way to import it. If it’s a simple spreadsheet, this shouldn’t be an issue, but large, complex sheets can present a problem. Fortunately, you don’t have to input the data manually. While importing a spreadsheet into NetSuite isn’t as always straightforward as hitting an import button, it may be easier than you think. Here’s how to turn an existing spreadsheet or .csv file into a simple custom record…
- Create a new custom record. Click “Customization > Lists, Records, and Fields > Record Types > New.”
- Name and save your custom record. At iCharts, we recommend unchecking “Include Name Field” underneath the description field.
- Once saved, click on the “New Field” button to add custom fields. Match every field to the columns in your source spreadsheet.
- Add fields to your custom record until it matches your source spreadsheet.
- Fill out the “Label”and “Type” for each column name in the spreadsheet.
- For “Label,” give it the same name as the column name in the spreadsheet.
- Most importantly, use the correct data “type.”If the data in the column is a numeric value, change the type to “Decimal Number.” If it is a date, change the type to “Date.” Otherwise, leave it as “Free-Form Text.” E.g. columns such as names, location, company, etc.
- Double check for any formatting errors. If fields are improperly classified by type, the CSV import starting in step 5 and ending in step 9 may fail. Another possibility is that your numeric fields will not be available as a Value in your chart. This is especially important for mashup charts like Sales Vs. Quota.
- Proceed to Setup > Import/Export > Import CSV Records.
- Use the Import Assistant to finish your import, starting with the “Scan and Upload the CSV file” step.
- Select “Custom Records.”
- Under “Record Type,” select the custom record you just created and named.
- Click the “Select” button and select the source .csv or spreadsheet file.
- Click the “Next” button at the bottom right of the screen.
- Select how you’d like to import your data under the “Import Options” screen.
- Under “Data Handling,” select “UPDATE” to update existing data, or “ADD” if the source spreadsheet data is new.
- Click “Next”
- Field Mapping
- Map the fields from the source .csv file to the corresponding fields in your custom record.
- Click “Next”
- Save Mapping and Start Import
- Name your import map
- Click “Save & Run,” and you’re done!
Note: source spreadsheet must be in CSV format. Remember to remove all prefixes such as $ signs. Only include the numeric value for the columns that apply.
Example of CSV file format:
Your standard permissions for custom records should apply, depending on your permission scheme.
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