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Work with the CSV File Template
NetSuite QuickStart Edition provides a CSV template for each record type and operation you want to import. These templates ensure your data is formatted correctly for a smooth import process.
Steps to Use the CSV Template
- Download the Template: From the File Import Dialog, download the CSV template for your specific record type and operation.
- Open and Edit the Template: Open the template in a program like Microsoft Excel.
Important: Ensure the delimiter in your editing software matches the delimiter set in NetSuite QuickStart Edition’s Import Preferences. For details, see Set Import Preferences. - Understand the Template Structure:
- Each column represents a field in the record.
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