ANS-0911 · CSV IMPORT & DATA MIGRATION
Can the ‘Created From’ Field Be Set During NetSuite CSV Imports?
Understand the importability of system-managed fields and how to link related records like Sales Orders to Opportunities via CSV import.
Short answer
While many system-managed fields are not directly importable, 'Created From' can be mapped in specific transaction imports, like linking Item Fulfillments to Sales Orders. For Sales Order imports, the 'Opportunity' field can be mapped using its internal ID to establish the record link.
Scenario
Users often inquire about the possibility of populating the 'Created From' field when performing CSV imports in NetSuite. This typically arises when attempting to establish direct links between records during data migration or integration processes.
Solution
The 'Created From' field is often a system-managed field, similar to 'Created By', which is generally not directly importable for the record being created. However, its importability varies depending on the transaction type.
For instance, the 'Created From' field can be successfully mapped during specific transaction imports, such as when importing Item Fulfillments to link them to their corresponding Sales Orders. This requires providing the Sales Order's internal ID in the CSV file.
When importing Sales Orders, users can effectively link them to an Opportunity record. This is achieved by:
Providing the Opportunity's internal ID in the CSV import file.
Mapping the 'Opportunity' field in the import assistant, utilizing the reference type (often indicated by a 'little pencil' icon) to establish the link between the Sales Order and the Opportunity.
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