user10648298 Newbie

How long/how many options are we talking about? If you have a simple example file, please file a case. -John

It will ignore "" unless you have the setting to overwrite blank fields in which case it would unselect all the options (this is a fairly dangerous checkbox as all blank values will be overwritten with null). -John

There needs to be a unique name for each "Account" record (the custom record). I believe that is where your duplicate error is coming from. ExternalId is an additional key, but is not required for this process. To illustrate, try the following First import a Contact (client) Client ID,First Name, Last name test1,Test,One…

Please file a case on this and post the number, this should be fixed shortly. -John

Answered in the Import/Export thread above. -John

1) Yes, in Leads+Contacts it is assumed the lead is a company. 2) Currently, you can only import Lead address information in Leads+Contacts import. You would need to update the contact with the address information to accomplish what you are aiming for. -John

You do want to use externalId. Import the Customers (Clients) and map externalId to your MS Access ID (sounds like you've done this). Import the Custom Record (Account) and map the Customer Custom Field to the column in your file with the MSAccess Foreign Key. Then click the pencil icon next to this mapping and select…

There is an outstanding issue - 154286 - for this problem. Thank you for posting your workaround. -John

One possibly better workaround is to name your columns with the same names as show up as the NetSuite fields. They will then "automap" and it should reduce your workload.. -John

Can you make sure you picked "Service Item for Sale" or "Service Item for Resale" and not "Service Item for Purchase"? "Service Item for Purchase" currently shows a pricing matrix, but this is a mistake, it doesn't exist in the browser. -John

Do a search in the browser for employees where externalId is blank (externalId should be a filter). Set your result columns to internalId and externalId. Export the resulting search as a CSV file, Update/set the externalIds Import the CSV file as an update. The precedence for lookups is internalId then externalId then…

CSV does not yet support phone call imports. You can use SMBXML or WebServices to import. In addition there are partner tools that can take CSV files and import these kind of records. -John

You can probably accomplish what you want by mapping name to your intuitive name and externalId to whatever key you want the record to have (if any). I may be missing something, so can you add some detail of the result you want? -John

This is an existing issue - 147584, please create a case and ask it to be attached to that issue. -John

Make sure you have "Use Conditional Defaults" checked in the Advanced Options in step 2. This will make sure the description/price/etc gets sourced in like it does in the UI. The address text problem is slightly different and is issue 143726. -John

Does it work with single file import? It may be worthwhile to work with support on this. Include test files in your case and they may be able to spot what is wrong. -John

There should be an option to "Save and Run", this will save the map. Even if you get an error after field mapping, you should be able to save your map using the "save import" button. -John

Can you file a case with support, including your files, and post the case #? -John

Check your CSV file in a text editor. One possibility is that you have a value such as NetSuite, Inc. That is not in quotes. This would look like two values to the assistant and it would think you have 15 values for that line. Alternatively you may have a blank header column, so look for ,, in the first row of your file.…

If the Customer field does not appear, it's most likely hidden, inline text, or absent from the default form. Can you triple check that none of these are true (what does a new Instance of the second record look like)? -John

You can do it, you need to perform the additional step of clicking the pencil icon next to the mapped field and selecting "externalId" as the lookup type. -John

It sounds like you want to use a multi-file csv import for item. We have a mechanism for doing "normalized" sublists that allow as many sublist entries (a pricing line) as you want for each main entry (an item). Create a file with item internalId only, and a file with the following (assuming you don't have multiple…

Remember to include internalId or externalId in the CSV file. Otherwise, since parent is an identifying field of Customer (along with Name), it will not be able to find the Customer you want to update. -John

For single file import you want to have a repeating order level field - I suggest externalId. externalid,customer,item myFirstOrder,first order customer,teddy bear myFirstOrder,unneeded and ignored customer name,blanket myFirstOrder,,pillow Note that except for the key field (externalId) the other body field (customer) can…

It sounds like you're close. Export the internalId of the Customer, the address label and the postal code. Change the codes and you should be able to reimport mapping internalId to Customer internalid and label to Address 1 Label and postal code to postal code. -John

In the mapping step, click the pencil next to the lead source mapping. Choose "Internal Id" instead of "Name" in the key type dropdown. -John

The following will help for version 2008.1 ---- You need to use the name only of the account. To see what the valid names are: Click the pencil Icon to the left of the Account mapping. Click the "Provide Default Value" radio button Open the dropdown for "Provide Default Value" The values in your column should match those…

File information import into NetSuite via CSV got pulled from the 2008.2 release late in the cycle. I'm sorry. This is what I meant would be there. We do plan on exposing the media item/file record in CSV in the near future, but I'm going to refrain from a definite statement this time. -John

This will be in the release scheduled for the second half of 2008. Until then, you would have to use Web Services (or use a partner tool that uses Web Services). -John

Look at the >>><<< towards the right side of the file - the csv assistant thinks it has found an illegal character. Can you double check your file at these positions? -John