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Make Your Saved CSV Mapping Public

Posted by Stephanie Kim on Oct 10, 2024 10:00:00 AM

In NetSuite, you can create saved csv mappings, so that you can save time mapping fields for reoccurring imports. However, you must mark them as Public for other users to access the mapping.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, CSV Import Mappings

CSV Import of Kit/Package Item record

Posted by Kevin Suh, NetSuite Administrator on Oct 8, 2024 12:12:04 PM

Item records allow you to track and manage the goods and services your company buys and sells in the course of doing business. This can be done by using two files during the upload: one is for Primary, the other is for Item Members. Below are the steps:

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, CSV Import

Grant Users Run Server SuiteScript and Trigger Workflows Permission

Posted by Isaias Torres, Consultant on Sep 17, 2024 10:00:00 AM

CSV imports is a great and powerful tool for all users to master. However, there is a function that is not available to all users on imports which is the Run Server SuiteScript and Trigger Workflows checkbox.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, CSV Import, Workflow, NetSuite Scripts

Public or Private CSV Import

Posted by Isaias Torres, Consultant on Sep 10, 2024 1:53:45 PM

When creating saved csv imports, these saved mappings are defaulted to Private. This means that they are not able to other users in the system. Only Admin users would be able to see and use these if needed.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, Inventory Management, NetSuite Tips, CSV Import

Creating Pricing Groups, and Add/ Remove Pricing Group in a Customer Record via CSV Import

Posted by Kevin Suh, NetSuite Administrator on May 14, 2024 10:18:10 AM

Price groups enable you to assign customer-specific price levels for groups of items. For example, you could create a pricing group called Bicycles and associate the pricing group with all of your bicycle items. The price level for a pricing group takes precedence over the customer's price level. It does not take precedence over item pricing. I will show you the way to mass create, add and remove pricing group in this blog.

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Tags: NetSuite, ERP, Reporting, NetSuite Partner, NetSuite How To's, NetSuite Tips, CSV Import, Pricing, Prices, Price Levels, Pricing Groups

Extracting Data CSV v. Excel

Posted by Cherry Tan on Sep 7, 2023 11:00:00 AM

Understanding Data Extraction Options in Netsuite

When it comes to managing data in Netsuite, having a grasp of your data extraction options can significantly impact your workflow efficiency. In this article, we'll explore the various export options available in Netsuite and shed light on the differences between CSV and Excel exports. So, let's dive in!


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Tags: NetSuite, NetSuite How To's, NetSuite Tips, data, Excel, CSV Import, Netsuite ERP, CSV, Pros Cons

Add/ Remove Multiple Line Items on a Transaction via CSV Import

Posted by Kevin Suh, NetSuite Administrator on Jan 5, 2023 10:49:46 AM

Having trouble with the error: Ambiguity error on logical key multi-match? This article helps you to add multiple line items with the same item on a transaction via CSV Import or you would like to add new line items to existing transactions using CSV file uploads.

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Tags: NetSuite, ERP, Reporting, NetSuite How To's, Transactions, Transaction Lines, Multi-Match, Sales Order, CSV Import

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