Tuesday, July 2, 2019

Running CSV Import for Customer and Sales Order Records Simultaneously

It is not possible to run a csv import for the combination of customer record and sales order transactions. This is because the customer record and sales order transactions are two different record types that belong to a different import type which is Relationships and Transactions.


Also, when importing Sales Order, customer records must exist in NetSuite first, otherwise, the import will not go through. User must need to run a csv import for customer records first and then followed by the sales order import.

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