Thursday, December 20, 2018

Update Subpartner Record to a Partner Record via CSV Import

The steps on how to update your subpartners to become partners via CSV import are outlined below.

1. Prepare your CSV file.
2. Add a column for Internal ID in your Excel sheet. To view the internal IDs of each subpartners, go to Lists > Relationships > Partners > Customize View > Add Internal ID field and Sub of field. Save. Then, sort it by Sub of field.

For the initial import, try using at least 2 or 3 records to verify if update will work via CSV Import. Save it as .CSV (comma delimited)

3. To do the import, navigate to Setup > Import/Export > Import CSV records.

Import Type = Relationships
Record Type = Partners
Select One file to upload and locate your CSV file. Hit Next.

Data Handling = Update. Next.

In the Mapping page, make sure that your Internal ID field is mapped with Netsuite field Internal ID
Add Subpartner of from NetSuite fields and click the pencil icon. Set Value to Null is true. Done. Next

Enter an Import Map Name. Save & Run.

To view your import progress, navigate to Setup > Import/Export > View CSV Import Status.

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