Importing Lease Records

To import lease records:

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

  2. In the Import Assistant Step 1 – Scan & Upload CSV File screen:

    1. From the Import Type list, select Transactions.

    2. From the Record Type list, select Leases.

    3. Select the proposal CSV file.

    4. Click Next.

  3. In the Import Assistant Step 2 – Import Options screen:

    1. Set Data Handling to Add.

    2. Click Next.

  4. In the Import Assistant Step 4 – Field Mapping screen:

    1. Map the fields in your CSV to the NetSuite fields.

    2. Review the CSV fields and NetSuite fields to ensure that all required fields are mapped.

      Note:

      If you remove the Date field from the import file, the system uses the current date.

    3. Click Next.

      Sample mapping:

      Field mapping for importing a lease proposal
  5. In the Import Assistant Step 5 - Save Mapping and Start Import screen:

    1. Enter an Import Map Name and Description.

    2. Click Save & Run.

The Lease record contains the following subtabs:

Related Topics

General Notices