Importing CSV Files with the Import Assistant

You can use the Import Assistant for most imports of CSV data to NetSuite. The Import Assistant is available at Setup > Import/Export > Import CSV Records, if you have the Import CSV File permission.

Before an import, review the information available in Guidelines for CSV Import Files for help formatting your CSV files correctly.

The Import Assistant includes five steps:

• Step One Scan & Upload File

  • Select an Import Type

  • Select a Record Type for Import

  • Choose Import Character Encoding

  • Choose CSV Column Delimiter

  • Select a File for Import

• Step Two Import Options

  • Choose Data Handling for Import

  • Set Advanced CSV Import Options

• Step Three File Mapping (required only for multi-file imports)

• Step Four Field Mapping

• Step Five Save Mapping & Start Import

The Assistant provides verification of each step and does not let you proceed to the next page if it encounters errors. After you complete these steps, you can run an import job immediately or save the import and run it later.

General Notices