Bulk Import

Importing all your data can be time consuming, so we’ve set up templates and saved import mappings, to make this as quick and easy as possible for you.

You can access these templates straight from the Bulk Import Templates article.

When viewing the import templates, there are a few things to keep in mind, as below.

1. Click the tab here for full instructions on how to use the import templates.

2. The first row will provide some information on the type of data that needs to be populated in point 4.

3. Some further specifics about the values needed or data restrictions, are listed here.

4. Enter the data you wish to import here, such as your customer’s company and contact details.

When you’ve finished, ensure you delete the first 3 x rows (keep everything from the yellow heading, down). Then simply save the file (ensure you’re still on the “Data Import” tab) as a CSV (MS-DOS) file type, and you’re ready to start importing.

Next, you’ll be able to access the pre-defined import mappings that we’ve also set up for you, as below.

1. Go to the Setup drop down.

2. Go to Import/Export.

3. Select Saved CSV Imports.

4. Click on the import description, corresponding to the import template file name you’re using.

1. The Import Type and Record Type will be pre-populated for you, based on the type of import you have chosen.

2. Click the Select button to choose your CSV upload file.

3. Click Next to continue.

1. If you’re adding only new records, select Add here. If updating existing records only, select Update. TheAdd or Update option will check whether the record exists and if so, overwrite it with the information on your import. It will additionally add any new entries which currently don’t exist.

2. Click the Next button to progress.

The Field Mappings screen allows you to match up the fields from your CSV, to the NetSuite record field to be updated.

Your CSV fields can be dragged from the Your Fields column into the left side of the middle column. Likewise, the NetSuite Fields can be dragged into the right side of the middle column.

This middle column defines the mapping that will happen. If using the template, all relevant fields will have been mapped for you automatically. When finished, click the Next button to continue.

1. If using a standard JCurve import template, there is no need to rename the Import Map Name here. If created from your own import, you may wish to specify a name here and select Save and Run, so you can use this same mapping multiple times.

2. Click the triangle next to Save and Run for more options.

3. Click the Run option.

You will now see the confirmation page. Click the Import Job Status link to see the progress of your import.

You will then see the current status as below.

1. The percentage complete will reflect the current import progress.

2. Click the Refresh button to see the real time progress update.

Once your import progress is 100% complete, take notice of the following:

1. The Message column will show you how many of your records were imported successfully. If all have been successful, this is the end of the process and you can now navigate away from this screen.

2. If some records have not imported successfully, click the CSV Response link to download a response file with any error messages specified.

Errors in the CSV Response file will appear in the first column, titled Error.

From here, simply change the data in the cells on your original CSV import file, go back to Setup ->Import/Export -> Saved CSV Imports and use your saved mapping to run the import again.

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