1. Account Administration
  2. CSV Imports
  3. Guidelines for CSV Import Files
  4. CPQ Product Import

CPQ Product Import

Note:

You'll need to have the CPQ Configurator SuiteApp installed in your account for this import. For more information, see Installing NetSuite CPQ SuiteApps.

Use CSV Import to quickly create or update CPQ (Configure, Price, Quote) product configurations in bulk using CSV files. By preparing a CSV file that defines the structure of your CPQ records, including products, questions, answers, and item rules, you can set up new product configurations in a table format. This method is ideal for setting up new configurations, prototyping, or making large-scale updates to multiple products. If you need to move CPQ products between different accounts or manage different versions of your product configurations, use the native NetSuite CPQ Configurator import functionality instead. This tool is recommended for migrating or versioning complete sets of CPQ products. For details, see Exporting Products and Importing Products.

Usage Notes

Keep these usage notes in mind when you import CPQ Configurator data:

  • Import your questions, answers, products, materials, routings, validations, and item rules.

  • Avoid importing item creation rules, record creation rules, and tables. Importing a table requires specifying the table’s width and height. These fields are conditionally required and may be missed during import, which can lead to incomplete or invalid data. To get the best results, set up tables manually after you finish the initial data import.

  • If your CSV import includes any fields with a dropdown option, ensure that you exactly match the capitalization, spelling, and spacing as defined in NetSuite.

CSV File Example

The following tables show how you can structure your files to import CPQ Configurator data in a CSV file.

Product Record

Name

Code

Layout

Mountain Bike – Downhill

MOUNTAIN_BIKE_DH

Horizontal (up to 12 columns)

Question Record

Name

Code

Type

Sort Answers By

Tire

TIRE

Dropdown

Name

Importing CPQ Configurator Data

To import CPQ Configurator data:

  1. Go to Setup > Import/Export > Import Tasks > Import CSV Records.

  2. From the Import Type field, select Custom Records.

  3. From the Record Type field, select the CPQC record type you want to import. For example, CPQC Product or CPQC Question.

  4. Click Select and specify the CSV file you want to import.

  5. Click Next.

  6. Select the appropriate data handling for your import. Choose from Add, Update, and Add or Update.

  7. Select Advanced Options.

  8. Select the standard CPQC form from the Custom Form field. For example, Standard CPQC Product Form or Standard CPQC Question Form.

  9. Check the Run Server SuiteScript and Trigger Workflows box.

  10. Click Next.

  11. On the Field Mapping page, check how your fields are mapped. Required fields fill in automatically. You can adjust the mapping to make sure your CSV data is mapped correctly to NetSuite fields:

    • Click the pencil icon next to each field for additional mapping guidance.

    • To map NetSuite fields that aren't included in your CSV file (shown on the right), select an empty row and then choose the field you want to add. Then, click the pencil icon to map the correct field value.

  12. Click Next and follow the assistant’s instructions.

For more information about using the import assistant and importing CSV records, see the help topics Importing CSV Files with the Import Assistant and Guidelines for CSV Import Files.

Related Topics

General Notices