user10648298 Newbie

You have to have Overwrite Sublists checked, and then whatever you set as the site categories will be the categories. For example, if you currently have Category A, B and C and you do an import with Overwrite Sublists and only map "Item Site Category 1" to Category A, both category B and C will disappear. Be very, *very*…

You have two choices, ExternalId and Name. Both will behave the same way. Map your Code Column to both the NetSuite Field "Code" and the NetSuiteField "ExternalId". ExternalId must be unique across this customRecord type (so no two of the same Code). If you then map ExternalId again during add or update, and it finds the…

We haven't exposed Custom Lists in CSV Import yet, just Custom Records. You can enter an enhancement as we are going to be expanding the records exposed via CSV Import. -John

Are you getting this error after the mapping step, but before the submit step? Does it happen to all rows in your file (it looks like it doesn't)? If so the assistant doesn't like something about the data as it maps to that field. It sounds like it thinks the field is an integer and it's not getting something that converts…

Yes - a simple way around this is to export the internalId's or externalIds when generating your file for import. If that is not possible, name lookup for items is done based on a combination of "Child Of" and "Item name/id". These values should look exactly as they do on the item form of your browser. -John

Duplication is a good strategy. Export some records you'd like to modify via saved search. Change some key information (company name, etc), and re-import. Test your update imports and delete when done. -John

You would need to do two passes, one for just the Categories (with overwrite sublists on), and one for the rest of the record. This is not ideal (or even very good), but it's difficult to express deletes well on a CSV Import. Web Services may be a better tool for you if you have ongoing integration of this…

SuiteScript is probably not the best answer in this case. What you want to do is write a Web Services program that processes the file and updates (creates?) the Item Fulfillment with the tracking numbers from the file. -John

This is correct - CSV imports follow the rules for the person who is adding them. If you import the CSV records while logged in as someone for whom automatic territory rules would apply, then the rules will apply. -John

I think I need more background here, it sounds like this is a product support use case and you need your customer to tell you which serial number of a product they have. Are you sure you need to expose the list? Can you have them type it in? The most direct way do what you want now is to create a customRecord named…

Glad it worked out. The order is internalId (if mapped), externalId (if mapped), then name. This is true of all records exposed in CSV - for items name is Name/Id, for entities it is Name and parent. BTW, I wouldn't worry about table size increasing because of externalId - it's the other things like long text fields that…

Go to Lists->Items->New in your browser. Look at the expense account dropdown, the value in the expense account cell must exactly match the values in the dropdown. Another way to do this in the assistant is to click the pencil after mapping expense account and choose "set a default value". The dropdown will give the same…

When your webstore creates the new customer record, you have to have it search for an existing lead first. Are you using a NetSuite webstore? -John

When you get "null" in the first column, it is similar to "An unexpected error has occurred". Please file a case for these, especially since your steps looks correct. -John

You should not have to do anything more than you do in the UI. Sales Territory rules should be honored, are they not? -John

The headers didn't come through in your post. Go to the mapping pane, map Subitem Of. Click the pencil icon, in the default value dropdown you will see the exact values the Import Assistant is expecting for SubItem of, that should tell you where the problem is. -John

This is issue 133251 and is schedule to be released on 10/18. The fix will only point out where the assistant sees a problem, not necessarily allow your file through. I didn't see your file in the case, please make sure that no row has more columns of data than the header row has headers. -John

Did you make sure to set the key type to "InternalId" (using the pencil icon) for SalesRep? Otherwise your process sounds correct, file a case with support and post the number if it still happens after changing the key type. -John

The problem is they got imported as Customers, not Leads. I think you need to delete them and re-import as Leads (specifying the status). If you can't delete them, maybe you can mark them inactive. If you have admin rights you should be able to set status on Lead/Prospect/Customer imports. -John

I think you have to file a case with support and they can take a look and forward it to development. Status is an available field in my test account. -John

So if I'm importing the information for that existing company can I also create an opportunity at the time of import? Opportunities are not available via CSV yet (they are on the roadmap for the near future). They are available via SMBXML and WebServices. You won't be able to create a Lead and Opportunity at the same time.…

You have run into issue 132705. That is in development and targetted to be fixed by the 25th. -John

The field it is looking at is label on the address. Another option is to check "Overwrite Sublists". This way if you know what the addresses should be, you can set them to be exactly what's in your file. !!!Be very careful about this option as it will overwrite completely any sublist in which you have fields mapped. I…

Leads and Contacts together is the better way. Based on your first post, you ran into problems with it, so I suggested the alternate way. If something with Leads and Contacts together isn't working, please file a case and we will fix that. -John

They load fine into the netsuite item record When you look at the item in List->Accounting->Items, does the apostrophe appear? -John

Map the salesRep field and click the pencil icon. Then choose "set value to null" in the window that pops up. -John

Simply mapping the internal Id field will cause the import assistant to do a lookup by name. For the custom image fields (as with any "reference key" field), you can go to the form in your browser and look at the acceptable values - these are the values the Import Assistant is expecting. -John

Export a saved search of the Contacts to CSV, exporting their internalId. Add a column with the company they belong to. Reimport as an update mapping only internalId and Company. -John

Make sure your (as in the user doing the import) default form does not have contact phone as mandatory. If that doesn't work, please file a case. Once you are upgraded to 2007.1 (next couple of months) address matching by label will be supported. -John

Convert to CSV, then import. http://www.google.com/search?hl=en&q=vcard+csv&btnG=Google+Search The first few links look promising (note: these sites are not affilliated/endorsed by NetSuite). -John