How to Import Entity Bank Details Records in NetSuite via CSV

To efficiently update multiple vendor records with Entity Bank Details using a CSV import, follow these steps:

1. Navigate to Setup > Import/Export > Import CSV Records.

2. For Import Type, select Custom Records.

3. For Record Type, select Entity Bank Details.

4. Select your CSV template.

5. For Data Handling, select Add. (NOTE: Click on Advanced Options, then under the Custom Form, select Standard Entity Bank Details Form).

6. Map your CSV fields to the NetSuite fields. The association with the vendor happens by selecting the Internal ID of the Vendor on the Parent Vendor field during the mapping stage. Example field mappings include:

   • Primary Type (field name may vary, often required)
   • ABA Payment File Format (Req)
   • Internal ID Parent Vendor (open pencil icon and select Internal ID on the default value)
   • Bank Bank Number
   • Branch Branch Number
   • Bank Account Number Bank Account Number
   • Bank Account Name Bank Account Name
   • Bank Account Payment Description (field name may vary)
   • EXT ID ExternalId

7. Click Next.

8. Provide a name for the import.

9. Hit Save and Run.