Creating Sales Order Via a CSV upload
Hi,
I want to create sales orders through a CSV file, is there a specific format for what headers need to be or I can have my own based what I want on the sales order.
Roughly I have:
customer id
customer name
item code
item description
Rev Rec start date
Rev Rec end date
Rate
quantity
subsidiary
Unfortunately the uploads are failing each time and I get different error messages on the error file. Where am I going wrong and if anyone can help me with what the process is from scratch. Thank you!
You can have whatever column headers you want as long as you do the mapping between your columns and the NetSuite fields appropriately. The errors you are seeing are most likely due to incorrect mapping and/or issues with your import data. It’s really hard to say anything more than that without any specifics. Check out the following SuiteAnswers articles to get you started:
Guidelines for CSV Import Files
Tips for Successful CSV Imports
Some other general recommendations for the first time you’re attempting a specific import type:
- Run a few records (1-5) first as a test until you feel pretty confident about your mapping/data, so that you’re not overwhelmed and your import finishes faster.
- While creating your file and/or troubleshooting errors, open up your file on one screen and the record UI entry on another screen.
- For data that’s giving you grief, take your data from your spreadsheet and try to copy/enter it *exactly* as it appears in your sheet into the UI. Hopefully it becomes a little clearer what’s wrong with your data for that field.
- Keep 2 versions of your file. The first being an Excel version that you’re using to manipulate the data so your formatting is preserved. When you’re ready to test your import, save your Excel file and then also do a Save As to create the CSV file for actually importing. If you have errors, go back to the Excel file to make any changes so that your formatting is preserved. Rinse and repeat. The moral of the story here is that Excel will auto-format certain things when opening a CSV file, that may be incorrect for your actual import, so you’ll have to keep re-doing it every time if you’re not doing your file manipulation in Excel.
The reality is that every single company I’ve ever seen has pretty dirty data that needs a good bit of cleanup and you’re going to have to dig in and do a bit of work to get things working correctly, but it gets easier as you go and as you start to get more familiar with the process. If you get stuck on a specific issue, reach out for help on that specific error. Don’t be intimidated, you can do it! But if that’s not your style or it’s just too much work, there’s plenty of folks in this community you can hire to assist with data cleanup/migration/imports.
Hope that helps!
