Importing Item Categories through CSV
To upload an item category CSV, you must first download the Category CSV template.
Click Category CSV Template on the Item Category Mapping subtab to download it. Ensure the file contains the required details and click Upload Category CSV. Review the mapping and click Save.
When you perform item category mapping for an item, the SuiteApp updates vendor details in the item record and the Default SuiteProcurement Category item record.
To perform item category mapping:
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Click the Item Category Mapping subtab and do the following.
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Download the Category CSV template.
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Upload the category CSV.
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After uploading the file, review the information in the Trading Partner Category and NetSuite Category fields.
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Make the necessary changes.
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Click Save.
The following table lists the columns included in the CSV template.
|
CSV Template Column |
Value |
|---|---|
|
Trading Partner |
Enter a trading partner name. |
|
Trading Partner Category ID |
Enter the UNSPSC for an item from the trading partner’s website. |
|
Trading Partner Category |
Enter the trading partner category name/description from the list. |
|
NetSuite Category |
Enter the NetSuite Category. Ensure to create item categories in NetSuite before uploading the CSV. For information about creating NetSuite categories, see Creating NetSuite Item Categories for Item Category Mapping. |
For more information about importing a CSV file, see Importing CSV Files with the Import Assistant.
The following image illustrates the CSV template that you can use to perform item category mapping.
