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NetSuite ERP for Administrators

You're reading from   NetSuite ERP for Administrators Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

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Product type Paperback
Published in Jun 2018
Publisher Packt
ISBN-13 9781788628877
Length 360 pages
Edition 1st Edition
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Author (1):
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Anthony Bickof Anthony Bickof
Author Profile Icon Anthony Bickof
Anthony Bickof
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Table of Contents (15) Chapters Close

Preface 1. The Value Proposition – Doing More with Less FREE CHAPTER 2. Exploring NetSuite Tools 3. OneWorld 4. Implementing 5. Security and Permissions 6. Customization 7. Imports 8. Analytics – Searches, Reports, and the Dashboard 9. Workflows 10. Integration 11. New Releases 12. Troubleshooting Tips 13. An Ongoing Maintenance Checklist 14. Other Books You May Enjoy

Imports

CSV imports are a valuable tool in the administrator's toolbox. They can be used to import new data into the database during the initial deployment or on an ongoing basis, such as when importing new leads into the system gathered from trade show. You can also use the import wizard to update existing data, such as updating the prices of your products or changing the item sold in specific transactions. They can even be used to execute workflows on existing records.

We'll start the chapter by focusing on the theory behind CSV imports and then illustrate it by importing three kinds of records. 

This chapter will cover the following:

  • A Review of the NetSuite Import Wizard
  • Setting up the prerequisites for successful importing
  • Understanding how to prepare the source data to comply with NetSuite's data requirements
  • Formatting the source data
  • Understanding...
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