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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Work with the CSV File Template
NetSuite QuickStart Edition provides a CSV template for each record type and operation you want to import. These templates ensure your data is formatted correctly for a smooth import process.
Steps to Use the CSV Template
- Download the Template: From the File Import Dialog, download the CSV template for your specific record type and operation.
- Open and Edit the Template: Open the template in a program like Microsoft Excel.
Important: Ensure the delimiter in your editing software matches the delimiter set in NetSuite QuickStart Edition’s Import Preferences. For details, see Set Import Preferences. - Understand the Template Structure:
- Each column represents a field in the record.
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