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Importing CSV Files with the Import Assistant

You can use the Import Assistant for most imports of CSV data to NetSuite. The Import Assistant is available on 2 paths:

  • Setup > Import/Export > Import CSV Records
  • Fundraising > Administer > Import (if SuiteDonor bundle is installed)

Before you attempt to import your data, you need to setup your CSV files and review their formatting carefully, to avoid errors that prevent import and to ensure that data is imported with correct values. In order to setup your CSV files correctly before importing:

  • Review guidelines for the specific record type of data you want to import (e.g. Donors, Contacts, Transactions etc.), available from links in Supported Record Types for CSV Import

  • Review your account setup (records, forms, fields etc.)

  • Review general requirements and limitations for imported CSV files, in General CSV File Conventions

The Import Assistant includes five steps:

  • Step 1 Scan & Upload File
    • Select an Import Type
    • Select a Record Type for Import
    • Choose Import Character Encoding
    • Select File for Import

                          

  • Step 2 Import Options
    • Choose Data Handling for Import
    • Set Advanced CSV Import Options

                          

  • Step 3 File Mapping (required for multi-file imports)
  • Step 4 Field Mapping (this is a sample only)

                           

  • Step 5 Save Mapping & Start Import

Note: The Assistant provides verification of each step and does not let you proceed to the next page if it encounters errors. After you complete these steps, you can run an import job immediately or save the import and run it later.

 

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