Thursday, January 31, 2019

CSV Required/Basic Fields for a Customers Only import

When importing Customers in NetSuite, the fields on your CSV file depend on the fields that you have on your Customer entry form.


For a Standard Customer Entry form, the required fields are the following:

Subsidiary (for One World Accounts)

1. For Company-type customers, include the Company Name on the CSV file.

2. For Individual-type customers, include the following:

a. First Name
b. Last Name
c. Middle Name (Optional)

Required fields have an asterisk symbol on your Customer Entry form. These fields must be included on your CSV file and mapped on the Import Assistant correctly.

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