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Importing Matrix Items
Hello... I have managed to import simple inventory items, but still go thru a tedious process of adding matrix items one matrix item at a time. Is there a method for importing matrix items? Thank you. Rapid
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Import Templates with IE7
I have recently moved to IE7 and now when I choose one of the Import templates, the template opens within IE and not within excel/with choice to save it or open in Excel. Does anyone know if this is an IE7 setting and how to change? I have run NS via Mozilla and I get choice to save or open in Excel so must be IE setting.
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Import Vendor/Bill credits
As far as I can tell from the available documentation, you cannot enter bill credits through smbXML or web services. Is this scheduled for future releases? Is there an enhancement request I can vote for? Thanks.
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Legacy Email import and Jobs import?
It's not clear at all about importing lecacy emails and associating them to client/contact records. Is this possible? Also, the same can be said for Jobs (projects are what we call them). Any ideas? Thanks in advance.
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Contact Role Import Using CSV?
Is it possible to specify the contact as the Primary Contact for the company when importing a list of contacts via csv?
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.csv import and ID/Name field concatenation has newb stumped?
I have exported data from legacy back-end software and am importing said data into NetSuite. Using existing (legacy) customer numbers as unique identifiers and entering in “Customer” field in NS customer import template. All other data is no-brainer to plug into NS import template. Here is the problem I’m encountering: I…
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Invoice Importing - Small Business
We're a small business and do approximately 25 invoices a month, the data for which is in an excel spreadsheet. I was looking into the smbXML import function to save a little time each month but setiing this up is a bit too technical for me. Is CSV easier and would it work for this type of import?
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Complete Export
I am looking to get some advice on how to get all my data out of NetSuite. We sold the company and the new owners want to use something else and I want to keep all my historical data. Does anyone have tips beyond the export all function? I can't really tell if it is truly exporting everything. Any help would be appreciated.
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Jobs not included in Main customer dashboard
I've been using jobs for customers but I have selected "Accept Payments through Top-level Customer" in the setup. However, the detail for the customer isn't showing up on their dashboard. One customer has only one sale unpaid (as a job) but sales are showing at $0. Another customer had a payment posted to invoices and it…
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Export Data
Hi, I am looking to export data from NetSuite but need some help to point me in the right direction. I want to write a Visual Basic 6.0 program to display date on a very large monitor. I have been able to create an Excel Web Query file that automatically updates every minute but the problem is the file does not save…
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LeadSourceRef error where the lead source is defined
Trying to do an import. Have set up the Lead source in NetSuite and then used that Lead source in the import sheet Get this error for every single record yet can manually set up a lead with this lead source with no problem: The leadSourceRef element contains an invalid reference or the parent hierarchy is not complete.…
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Import queue not running today?
Hi, I have been trying a couple of small imports this morning, and they have been sitting on the 'small queue' for over 20 minutes. Usually the queue gets 'swept' every 5 minutes. Anyone else having problems?
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Seperate permission on custom role for case and help desk type cases?
I am trying to setup a custom role which has only Help Desk list permission, rather than full case permission, is this possible? The reason I wish to do this is to limit those users in that role to "own" cases, as there seems no other way to restrict this. Help appreciated. Whoops, thats not going to work either, I want…
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Now Limited to 5 alerts?
Went to change preferences, and realized that so doing invokes a 5 alert limit. The limit to 5 alerts is a bit of a bummer. We had come to rely on them, and then we get the rug pulled out from under us, a bit. Can an exemption at least be made for Administrators? 5 across the board seems arbitrary, and not in line with the…
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Define Tab order
Hello, I have several tabs I'm adding to a custom classic centre and hope to be able to configure the order in which they display (as is possible with the webshop). Is this possible? -how? Currently they display in an order which does not seem to have any logic. Thanks. EDIT; the way to do this is to rename the tabs, they…
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CSV Import Assistant
I've read on a number of posts that a CSV Assistant is in the works, but have seen varying dates. Originally it was set for release in Q107 but I have also seen now Q207. Can we get some clarification as to when we could expect this new functionality? Also, are there any kind of release notes or details regarding what the…
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shipping days, colouring Mon, Tue, Wed, Thu, Fri
Hi team Trying to create a saved transaction list report of my outstanding sales orders that are OPEN and want to highlight them so that all orders for shipping on Monday have a red background, Tuesday yellow background etc The idea is that when planning our deliveries on our lorry, we can place Red pins on the map for…
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Format for importing Item Images/Thumbs
I've been trying everything to get my initial import to function correctly to link to the images i've setup in the file cabinet.. not having much luck however. I've tried using format such as: Images : 12345.jpg File Cabinet : Images : 12345.jpg Documents : File Cabinet : Images : 12345.jpg as well as absolute URL…
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Newbie blues: can't do simple CSV import
Made a CSV file from an Excel spreadsheet using the Leads template. Checked it with BBEdit, and it looks okay. Import fails with error "The CSV file contained illegal characters." Tried saving it as "CSV (Windows)". Still fails. "CSV (MS-DOS)" file also fails. Tried it with a one-record test file. Still fails. What am I…
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Employees Self Service Users
What is an Employee Self Service User? I was just reviewing an invoice from NS and it details that our license includes them. I have no idea what they are and no one ever explained to us the concept. I would be gratefull if anyone in this group can enlighten us. Luis
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XML Import in Small Business version
Is Order import available in the Small Business version? We just got started with Netsuite and the Netsuite salesperson told us we could ... not sure if we were missing something. (He is ignoring our emails & phone calls :( , so thought someone out here may know.) Thanks, Murali
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Yahoo! Store Inventory Import
What is the best way to import inventory items from Yahoo! Store without smbXML?
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Unhelpful CSV import Error Message
When importing leads via the CSV import in an instance where Auto numbering for Customers is not enabled, the CSV source file must contain a value for 'Customer' in the first column in the source file. If this column is empty, the following error message is reported... 'The CSV file contained illegal characters. Please…
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Selecting a period on Custom KPI
You can display a Custom KPI on the dashboard based upon a Saved Search. The only way I can display that Custom KPI for a given period is via the filter in the Saved Search. Is there any way to have it use the selection in the Set Up of the KPIs where you can compare one period to another?
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Importing Records (not contacts at a company)
Total newbie here so this may be elementary. We are switching over from DB that we use for everything (SFA, CRM, etc.) We have a number of names that need to be transfered that have no company / account. In look at Netwuite, it looks like this type of record may be best handled by the 'Other Names' records (Go to Lists >…
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importing Tasks associated with leads or customers
Originally when NS was brand new to us we started entering customer / lead information manually due to the fact that the companys data over the last 10 years has gotten trashed. (names in phone number fields, addresses in name fields, notes in phone fields..etc) we have about 10,000 customers yet to enter still…
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Sales Order KPI - changing date used in comparison?
Can I configure NetSuite's built in sales KPIs/Reports to run off of a (custom) line item date instead of a sales order header date? I'd like to be able to have an order created in one month contain additional items applicable/dated the next month. Then I could report on "This month vs. last month" such that this…
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Updating Item Descriptions
I am trying to update the description of all of my items but I run into this error... Record 1: Item imports are not supported when the Quantity Pricing feature is enabled. Please import the items first, and then enable quantity pricing. I tried a simple import that just included the item code and the item description. I…
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Export Items, Edit...then Import items
Can someone post a "step by step" process for someone who wants to export the items that they sell online. Then populate a currently un-populated field (like "Store Meta Tag HTML") in Excel and then save and import the data back into NS. I'm sure it is simple for those who have done it, but I get confused easily. For…
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Decrease QB File Size
Our QB file starts in 1999. We have a huge QBW file and we don't want to bring all of this over to NetSuite. We would like to have just the last two years. Is there some way to do this in QB?