Importing Donations (Cash Receipts)

Owned by Ces Esparagoza
Jun 27, 2014
1 min read

Step-by-step guide

 

  1. Create a CSV File that contains the following columns:
  • External ID
  • Donor
  • Date
  • Posting Period
  • Department
  • Location
  • Item
  • Amount
  • Memo

Sample CSV File created:

                       

Note: For Donor, Department, Location and Item, I have used the Internal ID of the records instead of the Name.

 

  1. In NetSuite, navigate to Setup > Import/Export > Import CSV Records.
  2. Set Import Type to Transactions and Record Type to Donation. 
  3. Select the CSV File then click Next.
  4. Set Data Handling to Add then click Next.
  5. Field Mapping, use:
     

6. Click the Department line > Pencil Icon then select Internal ID for Reference Type. Do the same for Donor, Location and Item.

7. Click Next.

8. Provide Import Map Name.

9. Click Save & Run.