The Ultimate Guide to Importing & Updating Data in NetSuite

Learn to clean and split a customer file, fix emails and addresses, designate individual versus company customers, map fields in NetSuite import wizard, and save and run the import.

Map and import company customers and contacts in NetSuite using the import export wizard, linking company names to customers and contact names accordingly.

Keep files under 25,000 rows and test with a small file first. Use internal IDs to match pick lists and entities to reduce errors.

Learn how to import items in NetSuite by separating inventory, kit, and assembly types into individual files, and map fields such as vendor internal IDs, pricing, currency, and price levels.

Learn to import kits in NetSuite using a master and component file, map fields like name, quantity, and pricing, and update prices via export-edit-import or internal id.

Learn to update NetSuite transactions by replacing a department, swapping a line item, or overwriting all items; use CSP imports, internal IDs, and sublist overwrites.

Learn how to import transactions in NetSuite by mapping internal IDs for customers, terms, department, and price level, selecting CSV formats, and handling master and item levels.