Cost Template CSV File Examples

You can import cost template records using multiple files or a single file.

Multiple Files Import

With a multiple-file import, you use one file for the cost template body fields and another file for the Cost Detail sublist.

The file holding the body data must include, at a minimum, the name of the template. An External ID is also preferred. For example:

For full details on body fields supported for import, see Custom List Body Fields.

Each row in the second file must include a cost category and an item that are a matching pair. For example, suppose the charge item value is Metalworker Labor Run and the cost category value is Skilled-Labor Run. If you open the item record for Metalworker Labor Run and review the record's Purchasing tab, you should see the actual cost category for the item. If that category is not Skilled-Labor Run, the import fails.

Further, each row in the file must include a unique identifier to pair the row with the appropriate entry from the main file.

For example, the following data would create one sublist record for each of the three cost templates identified in the sample main file above.

If you want to create more than one sublist record for any of your cost template records, add multiple rows for that item to the secondary file. Again, make sure that each row includes a unique identifier to match the sublist data to the appropriate cost template record.

With a multiple-file import, the fields should be mapped as shown in the following illustration. If you name your columns as shown in the tables above, the mapping should happen automatically.

Single File Import

With a single-file import, all data for a single cost template record must exist on a single row. For this reason, if the sublist data for any cost template must include more than one record, you must create a discrete set of columns for mapping each cost category and item pair.

For example, the following sample would create three new cost template records. For each cost template record, the Cost Detail sublist would include two records.

On the mapping page, the fields should be mapped as shown in the following illustration. Note that, in the column at the right, under NetSuite Fields, two instances of the sublist fields must be used, because the CSV file includes two sets of cost-category/item pairings.

If you name your columns as shown in this example, the mapping should happen automatically. If you choose column headings that do not match what the system expects, you must map the fields manually.

In these cases, if your import requires multiple instances of the sublist fields, you must manually create the additional fields in the right-hand mapping column under “NetSuite Fields.” You can create an extra instance by clicking the plus sign next to the Cost Template Cost Detail label.

General Notices