Say hello to customer data upload into NetSuite. This is part of the process when we do a NetSuite implementation and we have to upload customer information into the system. We are going to show you step-by-step how to upload customer data into NetSuite.
I suggest you watch the video. It’s easier to understand if you are a visual/audio learner. The content below is the same as the video. It’s for those who learn by reading.
What are the types of fields that we can upload in the customers list? Here are just 3 examples: name, subsidiary, and address.
Here is the example of the customer upload file:
The customer could be Tesla. Notice the asterisk next to the subsidiary field. This is a mandatory field (if you configure it that way). Let me explain. During the configuration process, you can set certain fields to be mandatory by marking that box. After that, any time you are uploading data, information in the subsidiary field has to be there.
Sometimes, people aren’t aware of the mandatory field and get an error message when trying to upload data.
Next are the steps to do the data upload.
To upload customer data go to: Setup → Import/Export → Import CSV record
Import type is relationships and record type is customers only
Then in NetSuite fields choose: Customer Address → Customer Address 1 → Address 1 then click OK
Now choose Customer Address City and choose Customer Address Zip
To map the fields correctly, click on your fields and it should be equal to the NetSuite fields that you chose.
The Address 1 should be equal to Address 1, City should be equal to City, and Zip should be equal to Zip.
Then click the pencil icon next to Country and choose United States
Click the pencil icon next to Priority and type in any number for example 50
Click the pencil icon next to Individual and choose NO
Click the pencil icon for Subsidiary and choose Internal ID under the reference type then click done and next
And then for the import map name, just type in name for the file and click Save & Run.
And you will see the green box after you successfully uploaded. Then we click the hyperlink for import job status to see if the records successfully uploaded.
And you can see 1 of 1 record successfully uploaded
And you’re done!