Importing Contracts
You can import your existing contract and contract items using the CSV Import Assistant. For information about CSV files, see General CSV File Conventions
To import contracts into your NetSuite account, you must import both contracts and the associated contract items.
To import contract records:
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Prepare a CSV file with your contract data.
The following contract fields are required:
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Name
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End User
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Bill To Customer
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Contract Start Date
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Contract End Date
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Currency (if the Multiple Currencies feature is enabled)
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Renewal Terms
For more information about contract fields, see Contract Fields.
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Go to Setup > Import/Export > Import Tasks > Import CSV Records.
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In the Import Type field, select Custom Records.
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In the Record Type field, select Contract.
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Select the CSV import file with your contract data.
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Click Next.
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Follow the rest of the steps in Import Assistant. For more information, see CSV Imports.
To import contract item records:
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Prepare a CSV file with your contract item data.
The following contract item fields are required:
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Bill To Customer
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End User
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Contract
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Item
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Contract Item Start Date
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Contract Item End Date
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Quantity
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Original List Rate
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Owner
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Go to Setup > Import/Export > Import Tasks > Import CSV Records.
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In the Import Type field, select Custom Records.
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In the Record Type field, select Contract Item.
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Select the CSV import file with your contract item data.
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Click Next.
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Follow the rest of the steps in Import Assistant. For more information, see CSV Imports.
Important things to note when importing transactions for contract renewals:
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When an imported sales order record (of Import Type: Transactions) includes conflicting contract term and end date values, the contract term value overwrites the end date's value with the calculated value. For information about contract term, see Contract Term Calculation.
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In transaction imports, line items for non-Perpetual item categories must have contract term and end date values to generate the end date for each item. If the values are missing, the import fails. The end date value can be mapped for a line item if the date is prior to or the same as the contract's end date.
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In transaction imports, line items' List rate is required if Custom price level is used.