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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

The CSV Import Assistant

The Import Assistant is, of course, a wizard, so the system will try to guide you as you start to import information into NetSuite.

NetSuite allows you to import most records, and we see the list of records by going to Setup | Import Export | Import CSV. We begin by choosing the type of records we need to import, for example, when importing sales orders, we will need to use Transactions, or if importing customers, we will need to choose Relationships. For items, select the item's type and then choose the subtype of that original type. In the case of items, for instance, one could choose Inventory item, a kit, or package, among others:

Record type selection on the Import Assistant

Select the source file, which will be a file saved as the CSV type; after all, we are using the import CSV wizard!

NetSuite performs a preliminary test...

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