In this course I cover the complete process on how to manage and perform your NetSuite CSV data import project. I will teach you how to get organized before you import, the best practices you need to know, and how to prepare your data for import. I will take you into the NetSuite platform and show you step by step what data looks like before and after. By the end of this course you will be able to find your own data in your NetSuite account. I even show you my mistakes and some of the common error messages that you'll receive.
I’ll go over the course requirements and give an overview of the topics in this course
I will introduce you to six categories of record types. This is important because it covers the order in which to import your data.
I will show Administrators how to assign permission to performs imports to another role.
I will show you a simple way to manage your data import project. Check Resources for the Data Import Project Tracking spreadsheet
Here are 14 issues that you may need to resolve before you import your data.
I will show you how I clean up my data files before import.
Just a bonus lecture on how to create a custom field
This is how you import a CSV file of Contacts.
This is how you import a CSV file of Inventory Items.
This is how you import a CSV file of Cash Sales into NetSuite
I cover 3 ways to search for your imported data.
This is how I updated the Project Tracking Sheet.
I walk through some of the error messages I found during my import.
This is a short description of External IDs.
Nadira has spent her career working for technology companies ranging from start-ups to the publicly-traded. From the Bay Area to the GTA, she has worked with organizations to develop classroom and e-learning training programs for both employees and customers, targeted at deciphering business processes and making connections between how software and technology support the improvement of organizations' day-to-day functions. As her career progressed through the professional services realm as a consultant and a project manager, Nadira’s passion for education has returned her to her roots. Today, Nadira continues to aid technology companies fulfill learning goals through the development of online and classroom training solutions, while she broadens her creative strokes in the formation of Acquire