ANS-1891 · CSV IMPORT & DATA MIGRATION

How to Import Transactions with Auto-Generated Numbers in NetSuite

When importing transactions into NetSuite where auto-generated numbering is enabled, specific strategies are required to ensure proper record creation and data integrity.

Short answer

To import transactions when auto-generated numbers are active, provide a unique identifier column in your import file. This can be a 'dummy' column (whose values may be imported if 'Allow Override' is enabled) or the 'External ID' column, which will import its values and link to existing NetSuite records.

Scenario

NetSuite requires a unique identifier column during transaction imports, even when auto-generated numbering is enabled for the record type. This can lead to confusion regarding how to structure import files and manage transaction IDs, as NetSuite expects a mapping for a unique ID field to group transaction lines correctly.

Solution

When importing transactions into NetSuite where auto-generated numbers are enabled, two primary methods can be employed to provide the necessary unique identifier for the import process:

  1. Utilize a Dummy Unique Identifier Column:

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    • Create a temporary column in the import file, such as "Order #", containing unique identifiers for each transaction.n
    • These unique identifiers are crucial for grouping all line items belonging to a single transaction during the import. If identical numbers are used in this dummy column, all associated line items will be imported under the same transaction.n
    • The values in this dummy column may be imported if the 'Allow Override' setting for auto-generated numbers is enabled for the record type. Otherwise, NetSuite will generate its own numbers.
  2. Leverage the External ID Column:

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    • Alternatively, use the "External ID" column in the import file.n
    • Map this column to the 'External ID' field in NetSuite.n
    • Ensure the "External ID" column contains unique identifiers that correspond to existing External IDs in NetSuite, if applicable, or new unique identifiers for new transactions.n
    • Values in the "External ID" column will be imported and can be used for future lookups and integrations.

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