User wants to associate a contact to multiple customers through CSV import
To accomplish this, perform the following steps:
First part is to import the contact record.
1. Create the CSV file with the following format:
External ID, First Name, Last Name
2. In NetSuite, navigate to Setup > Import/Export > Import CSV Records.
3. Select Relationships in the Import Type field.
4. Select Contacts Only in the Record Type field.
5. Click Select.
6. Locate the CSV file for contact then click Open.
7. Click Next.
8. Select Add for Data Handling.
9. Click Next.
10. In the Field Mapping section of the Import Assistant, set the following:
Your Fields | NetSuite Fields |
First Name | Contact: First Name |
Last Name | Contact: Last Name |
External ID | Contact: External ID |
NULL | Contact: Company or No mapping |
Note: The purpose of setting the company name to null is for the contact name not to have a specific company name.
11. Proceed with the rest of the steps in the Import Assistant.
Second part is to import the customer using the record type Customers and Contacts Together.
1. Create the CSV File with the following format:
Contact External ID, Company, Customer ID
2. In NetSuite, navigate to Setup > Import/Export > Import CSV Records.
3. Select Relationships in the Import Type field.
4. Select Customers and Contacts Together in the Record Type field.
5. Select Mutliple files to upload.
6. Click Select for Primary File - Customer.
7. Locate the CSV file created for customers then click Open.
8. Click Select for the Linked File (Optional) - Contact.
9. Locate the CSV file created for contacts then click Open.
10. Click Next.
11. Select Update for Data Handling.
12. Click Next.
13. File Mapping:
Your Fields | NetSuite Fields |
Contact External ID | Contact: External ID |
Company | Customer: Company |
Customer ID | Customer: Customer ID |
15. Proceed with the rest of the steps in the Import Assistant.
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