NetSuite Imports MasterClass

In this video, I do a full walkthrough on how to use the Data Import tool in NetSuite, including how to avoid 8 of the most common error types people run into with Imports. At the end of the video, I show you in detail how to use VLOOKUP to complete ace imports with zero errors, even in larger files.

The SuperTraining channel has a bunch of other videos for all aspects of NetSuite:

Video Chapters:
Intro - 00:00
Data Import Tool - 00:52
Attaching a File - 03:15
Field Mapping - 05:35
Formatting Errors - 08:53
Leave Comments! - 13:15
Re-importing - 13:45
Import Errors - 15:10
Non Exact Matches - 19:04
VLOOKUP trick - 20:04
Re-importing - 27:34
Successful Import - 30:19
Outro - 30:29

[NareshB-lk]

I appreciate your effort in making videos, you made things crisp and clear and no humbug, no barbering, just knowledge. Hare Krishna

[LIZSORIA]

Thanks, I'm learning Netsuite and you a good instructor.

[silver-enkl]

Thanks your videos are really helpful!

[alllllieiscool]

I love all of your videos, you are an amazing instructor! Can you please make a video specifically about importing credit card transactions with a csv import? I currently have to categorize all transactions to their appropriate account and department and I’m running into a roadblock trying to create this. We have multiple credit cards as well. Hopefully you see this!

[kimhangnguyen]

Thank you so much for your helpful video.

[madscientist]

Very useful and clear information on an aspect I am learning for work.
Is there a way that Netsuite can create a Sales Order from a spreadsheet with the Quote# in column A? Where Netsuite will recognize the Quote number, pull that information internally and create a Sales Order from that?

[AnnmarieSCC]

Thanks for this! Your video's are great and easy to understand. I am wondering if you have any specific video out there that focuses on .csv files that update transactions for missing fields. Example - you have a group of transactions (deposit) that are missing location. While not required, it does matter for correct reporting for your company. Questions - 1. How do you find the right Internal ID number for your transaction type when it is not included in a download from 'list'. 2. If there are multiple line items involved in a transaction that needs to be fixed, how do you get the revised information to update the correct line.

[zafaraff]

very well video, can you explain how to modify or make any changes imported sales order, further we have discounted price of some items so how make mapping.

[roxxy]

Your videos are extremely educational. I'm looking for how to setup and remove vendors please. Thank you

[SallyCox-hx]

Do you have any examples of how to APPLY credit memos to open invoices via an import? Also, just a little tip - around min 20 for the Vlookup Trick - you can do an Xlook up to remove 1 step of moving the columns all the way to the left.

[GracezelannAcain]

Hi, thanks for this tutorial. Could you please also do a tutorial for importing credit memos. Thank you very much

[MansoorElahi-xl]

What columns required in CSV file for Customer payments application to open invoices of multiple customers?

[dhashinidhaya]

In the vendor record, the Tax ID field is not visible. By any chance, do you know why it's not showing? When I customize the form, the 'Show' checkbox for the Tax ID field is checked, but the field still doesn't appear in the vendor record. Do you know why this might be?

[Jamie-vqpm]

Could you please make a video that shows how to program field mapping and create the related importable CSV file? Thank you. xx

[rahulpanse]

coukd you make a video on importing Write checks please.

[americanhero]

I have a question about the back end tables. The data the net suite save aren't there tables that we could load with data and not have to import??

[paularivas]

I’m trying to upload an inventory adjustment but I keep having errors and not sure what’s wrong. Everything is mapped looking good.
Errors are
Please enter value for serial/lot number
Could not find record with external id=2023 physical inventory 1

[melissawilliamson]

Can you do an import on Credit Card? Also, where does this external ID come from? Is that something that is created on my end? This video is awesome!

[rerangelt]

Hi, how about a video about update prices for items from csv. In our company, Sales manager, change prices in excel and i soon will need to update in NetSuite. What fields need to be in the csv. In our case is just prices, no sublist, no grouping.

[sadams]

Like your vedio. Would you please make a vedio on how to import multiple vendor bills to NetSuite?