Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Question of the Week! You only have until tomorrow, October 30, 2025, 2PM ET to comment your answers and earn rewards! Click here for more details.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

CSV gets overridden by SFA Rules

edited Dec 3, 2019 1:14PM in Account Administration 6 comments

So I have an issue and can’t see to find help with NetSuite Support.
I am trying to do a CSV import of prospects with contacts, and I am marking the import to hard code a specific sales rep (using sales teams) but during the import the SFA rules take over and set the sales rep to the accordingly.  I am of the impression that you SHOULD be able to set the sales rep via import and not be overridden by the system (SFA) rules.
Details
Have a CSV file I am trying to import, Import Type: Relationship Record Type: Prospects and Contacts Together, 1252 encoding.  One file only created in excel 2007 saved as CSV. I have tried using Add, Update and Add and Update (though these are all new prospects).  For advanced options the support rep told me to check the overwrite sublists check box which didn’t work either. On the mapping screen I mapped all the fields that were needed.  For the sales rep (using team selling) I selected all 4 option and hard coded them by selecting the pencil icon and setting

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders