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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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How to Import bank statements using CSV import assistant?
Do NetSuite support bank statement import using CSV import assistant?
For example, I want to upload some bank statements to our records via .csv file.
When looking at the import assistant, there are multiple import types and multiple record types for each of those. I don't want to have to create a new custom record if the appropriate one already exists and I feel like there are too many types to ever remember. But how can I search the records to find the appropriate one, if any?
In this example, my bank statement has the following fields/columns:
Sl No., Date, Description, Txn Srl No., Check No., Currency DR/CR, Transaction Amount, Balance Amount, Txn. Memo, Txn. Category, Txn. Pst., Date., Txn. Value, Date.
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