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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Some good ole circular logic with Customers and Contacts
Okay, so I was looking at the csv templates today because I need to upload some customers and their contacts. For contacts it seems like for me to attach it to a customer account the customer to be created and for the customer there needs to be a contact created to link them.
So, would it be safe to assume that we can upload a contact without a customer and when we attach the contact that we just created to the "Primary Contact" field in the customer import, the two will be connected? Or if we were to create customer with primary contacts and then uploaded contacts with the company set it will make the link? Some clarification would be awesome!
0