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…

  1. Create a new custom record. Click “Customization > Lists, Records, and Fields > Record Types > New.”
  2.  
    Custom Record 1
     

  3. Name and save your custom record. At iCharts, we recommend unchecking “Include Name Field” underneath the description field.
  4.  
    Custom Record 2
     

  5. Once saved, click on the “New Field” button to add custom fields. Match every field to the columns in your source spreadsheet.
  6.  
    Custom Records 3
     

  7. Add fields to your custom record until it matches your source spreadsheet.
    1. Fill out the “Label”and “Type” for each column name in the spreadsheet.
    2. For “Label,” give it the same name as the column name in the spreadsheet.
    3. 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.
    4. 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.

     
    Customer Record 4
     

  8. Proceed to Setup > Import/Export > Import CSV Records.
  9.  
    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.
     
    Custom Record 5
     
    Example of CSV file format:
     
    Custom Record 6
     

  10. Use the Import Assistant to finish your import, starting with the “Scan and Upload the CSV file” step.
    1. Select “Custom Records.”
    2. Under “Record Type,” select the custom record you just created and named.
    3. Click the “Select” button and select the source .csv or spreadsheet file.
    4. Click the “Next” button at the bottom right of the screen.

     
    Custom Record 7
     

  11. Select how you’d like to import your data under the “Import Options” screen. 
    1. Under “Data Handling,” select “UPDATE” to update existing data, or “ADD” if the source spreadsheet data is new.
    2. Click “Next”

     
    Custom Record 8
     

  12. Field Mapping
    1. Map the fields from the source .csv file to the corresponding fields in your custom record.
    2. Click “Next”

     
    Custom Record 9
     

  13. Save Mapping and Start Import
    1. Name your import map
    2. Click “Save & Run,” and you’re done!

     
    Custom Record 10
     

Your standard permissions for custom records should apply, depending on your permission scheme.

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