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NetSuite ERP for Administrators by Anthony Bickof

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The CSV Import Assistant

The Import Assistant is, of course, a wizard, so the system will try to guide you as you start to import information into NetSuite.

NetSuite allows you to import most records, and we see the list of records by going to Setup | Import Export | Import CSV. We begin by choosing the type of records we need to import, for example, when importing sales orders, we will need to use Transactions, or if importing customers, we will need to choose Relationships. For items, select the item's type and then choose the subtype of that original type. In the case of items, for instance, one could choose Inventory item, a kit, or package, among others:

Record type selection on the Import Assistant

Select the source file, which will ...

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