CSV Import

Cash Refund Records Now Supported in CSV Import Assistant

You can now manage cash refund records in bulk using the CSV Import Assistant. Previously, you could create cash refunds only one at a time. This limitation slowed high-volume processing and data migration and increased the risk of manual entry errors. With this enhancement, you can import multiple cash refunds in a single file, making processing faster and easier.

To get started, go to Setup > Import/Export > Import CSV Records. In Step 1 on the Import Assistant page, select the Transactions import type, and then select the Cash Refund record type.

The CSV Import Assistant lets you map all standard and custom fields available in the UI, REST, or SuiteScript for cash refunds. Importing the data uses your existing permissions and settings. No additional setup is required.

For more information, see CSV Imports Overview.

SaaS Fields Available for Items Import

The CSV import of Items now supports the following software-as-a-service (SaaS) fields for accounts with the SaaS Metric Reporting feature enabled.

• SaaS Metric Tracking - It is a Boolean field, and if the value is set to true, the next two fields become available.

• SaaS Metric Start Date - Required field.

• SaaS Metric End Date - Optional field.

For more information about these fields, see SaaS Metric Tracking.

The fields are supported for import of the following Item types.

• Non-inventory Item for Sale

• Non-inventory Item for Resale

• Service Item for Sale

• Service Item for Resale

• Inventory Item

• Lot Numbered Inventory Item

• Serialized Inventory Item

• Kit/Package Item

• Matrix Items

For more information about the Item types, see Item Types. For more information about importing Items, see Items Import.

Credit and Deposit tab on the Customer Payment Now Supported in CSV Import Assistant

You can now manage the Credit and Deposit tab on the customer payment record with the CSV Import Assistant.

For more information about the customer payment record, see Customer Payments.

For more information, see CSV Imports Overview.