Learn the CSV Data Import Process in NetSuite
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Learn the CSV Data Import Process in NetSuite

Learn how to manage your NetSuite CSV data import project from start to finish
4.5 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
15 students enrolled
Created by Nadira Cavers
Last updated 5/2017
English
Current price: $10 Original price: $25 Discount: 60% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1.5 hours on-demand video
  • 10 Articles
  • 4 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Prepare data that is suitable for import using a data file and a chosen NetSuite record.
  • Perform a data import of at least 5 records into NetSuite
  • Search for and verify the recently imported data.
  • Manage a simple data import project with the provided tracking spreadsheet
View Curriculum
Requirements
  • You should be comfortable navigating and using NetSuite
  • You should be able to use Excel or Numbers to scrub your data
  • You will need to be able to view your exported data as a text file using a text editor
Description

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.

Who is the target audience?
  • This course is for NetSuite Administrators or users that are responsible for managing data within NetSuite
  • This course is for NetSuite customers that may be evaluating NetSuite's CSV import capabilities
  • This course is for those with small to medium sized data sets
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Curriculum For This Course
26 Lectures
01:23:53
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Introduction
3 Lectures 06:16

I’ll go over the course requirements and give an overview of the topics in this course

Preview 03:31

Evaluating Your Skills- Before
00:28

I will introduce you to six categories of record types.  This is important because it covers the order in which to import your data.

Categories of Record Types
02:17
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Get Organized
3 Lectures 08:32

I will show Administrators how to assign permission to performs imports to another role.  

Preview 03:22

I will show you a simple way to manage your data import project.  Check Resources for the Data Import Project Tracking spreadsheet

Managing a simple data import project - My gift to you!
04:48

Section 2: Activity
00:22
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Best Practices
3 Lectures 10:14

Here are five simple best practices to consider before importing data.

Best Practices Before You Import
04:25

This is a detailed description of the CSV Import Preferences screens

Preview 05:40

Section 3: Activity
00:09
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Preparing your data
4 Lectures 19:07

Here are 14 issues that you may need to resolve before you import your data.

Common Issues With Your Data
03:52

I will show you how I clean up my data files before import.

Strategies For Scrubbing Your Data File
12:15

Just a bonus lecture on how to create a custom field

Creating a Custom Field
02:49

Section 4: Activity
00:11
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Map Your Data and Import It
4 Lectures 29:03

This is how you import a CSV file of Contacts.

Import a CSV file of Contacts into NetSuite
12:07

This is how you import a CSV file of Inventory Items.

Import a CSV file of Inventory Items into NetSuite
09:41

This is how you import a CSV file of Cash Sales into NetSuite

Import a CSV file of Cash Sales into NetSuite
07:11

Section 5: Activity
00:04
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Verify Your Work
3 Lectures 04:21

I cover 3 ways to search for your imported data.

Searching for Imported Data
02:45

This is how I updated the Project Tracking Sheet.

Updating the Project Tracking Sheet
01:30

Section 6: Activity
00:06
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Advanced Skills
3 Lectures 04:21

I walk through some of the error messages I found during my import.

Error Messages
03:55

This is a short description of External IDs.  

External IDs
00:22

Section 7: Activity
00:04
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Updates and Conclusions
3 Lectures 02:00
Evaluating Your Skills - After
00:32

The Wrap-up.

Conclusions
01:21

A Quick Survey - Complete 30 days later
00:07
About the Instructor
Nadira Cavers
4.5 Average rating
1 Review
15 Students
1 Course
Technology Instructional Designer

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