Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

Enhancement 116925: Saved Search > Export > Ability to have the data formatted in Excel the way it was formatted in NetSuite, i.e., highlighted and bold. (conditional formatting) was filed for this.

You can access SuiteAnswers from the Support tab of your account. If you do not see the SuiteAnswers portlet on your Support tab, click Personalize Dashboard in the upper right. In the Add Content portlet, click SuiteAnswers to add the SuiteAnswers portlet to your Support tab.

SuiteAnswers Answer Id: 29850 provides steps to accomplish this via csv import.

The File Cabinet list page allows you to download folders and/or files individually. Click the Download link next to the folder you want and choose to save the file. Your browser settings will determine where the file is stored. Thanks,

Can you give some more detail? I'm a bit new to Netsuite myself and unsure what an Activity record is. Is it anything like a Support record? Activities are Events, Tasks, and Calls that you can attach to Records and Transactions. When you create a task, call or event directly from a record, the activity record is both…

There is a Help topic that describes each table and lists the names of fields included in the view, field descriptions, and field links, as applicable. See the topic titled, Tables of ODBC Views in Help. Thanks,

We are also tracking the ability to import events using csv under Enhancement 130461 - CSV support calendar event import. Thanks,

If you want to import contacts for entities (Customers, Leads, Prospects, or Vendors) that already exist in NetSuite, include entity names in the Company column of Contacts CSV file data. Thanks,

If you are using two files for the import, the file containing Contacts data should include a column with values that map to the entities’ primary key field values. You will need to map the two files’ key columns on the Import Assistant’s File Mapping page. For a step by step, see the Help topic titled, Importing Entities…

Hi Andy, This may be related to Defect 216482 - CSV Import>Leads and Contacts together>Add or Update>Error:Please enter value(s) for: Contact. Alternate Solution: Include a column that concatenates first, middle and last name. i.e. CONCATENATE({Firstname}," ",{Lastname}) Please feel free to open a case with support in…

Log into the NetSuite Account Center on the Support tab, and click the Enhancement Voting tab. If you do not see the NetSuite Account Center portlet on the Support tab, an administrator can assign the role to you. Thanks,

I confirmed the SuiteIdeas tab is part of the new Enhancement Voting Center. Click SuiteIdeas and search for Full CSV, then click the topic to register your vote. Thanks,

I've seen a similar problem caused by utf-8 encoding when results are exported. A possible workaround is to add the 'currency' field to the results as well and export again.

We are also tracking this request via Enhancement 166812. Thanks,

A good starting point would be the SuiteAnswers Site and Learning Center. A quick search for keyword 'csv' returns over 800 results, including best practices and training videos. In NetSuite, click the Support tab and hit the Visit the SuiteAnswers Site button. Thanks,

You can try searching the SuiteApp site for 3rd party solutions at: http://www.netsuite.com/portal/suiteapp/main.shtml You can also vote for Enhancement Request 167812 - CSV Import: Ability to import Vcard into NetSuite. Thanks,

Hi Lipsa, If you are trying to restrict this search to a specific role, select the role under the Audience tab of the search. As long as this role has the export list permission, they can export it.

The Invalid customform reference key error can also occur if you attempt an import with a Popup Only form as the custom form. Thanks,

Try lists > mass update > bulk update translation and select the language > click Export CSV or Excel. Thanks, Rob

You can also vote for Enhancement 71947 : Ability to Import Bins using CSV, but the workaround as Elham mentioned is to use web services. Thanks, Rob

See the Help topics Importing Entities and Contacts Together and Requirements for Importing Entities and Contacts in a Single Job. There are related topics but this should get you started. Thanks Rob

Hi Brian, Try unchecking Show Internal IDs at: Home > Set Preferences > under the General Tab. Save and run the search again. Thanks, Rob

Hi jgladstone, The 'Perform Search' permission has two possible levels, View and Full. View allows you to run searches, and create and run saved searches, for record types to which you have access. Export and email buttons are available on your search results when you have Full level for this permission. For more…

Hi all I'm coming across this right now...Has this really not been sorted out in the last 4 years?? Also, can someone please elaborate the process of "manually adding the other names relationship"? Thanks in advance!! Edit the Other Name record and there should be a field named Other Relationships somewhere on the form.…

Currently, Other Names cannot be imported through CSV, but here's a possible alternate solution: 1) Create a custom record similar to the Other Names record. 2) Create a User Event deployed to this custom record. This User Event will create an Other Name record for each custom record instance that you import through CSV.…

Enhancement 138850 - CSV assistant transaction import to include invoices. This should also allow for invoice updates and is targeted for version 2008.2.x.x. You can ask Support to add you to this request.

The fix for Defect 533522 has been released. If the issue is still reproducible using Chrome: [LIST] [*]Please clear cache and try again [*]If the issue persists in Chrome, contact Support and reference Defect 533792 [/LIST]

Re: Defect 533824, our Developers are actively investigating. The suggested workaround is to change the setting at: Home -> Set Preferences -> Appearance -> Enable Rich Text Editing = FALSE.

We are currently investigating this in Defect 533824 View a Record > Communication tab > Messages > Attach > Enter text in Message field > Unable to Save Message > Popup: You are about to create a message with a blank body. Please contact Support and they will attach you to the Defect. Possible Workaround: [LIST] [*]Change…

RE: Defect 533522 : The fix is currently being released. We expect all accounts will gradually see the effect of the fix and we will provide an update once we have confirmation that the release process has completed.