ANS-1265 · CSV IMPORT & DATA MIGRATION
How to Import Mid-Life Contracts into NetSuite with Active Status
Learn the correct NetSuite import method to ensure existing contracts and their items are active immediately after migration, avoiding a pending status.
Short answer
To import mid-life contracts into NetSuite and ensure they are active, use the CSV Import Assistant. Specify 'Custom Records' as the Import Type and 'Contract' or 'Contract Item' as the Record Type. This method bypasses the pending status issue, allowing NetSuite's contract scripts to automatically generate and include contract items upon import.
Scenario
When migrating existing (mid-life) contracts and their associated items into NetSuite, users may encounter an issue where all imported contracts default to a "pending" status. This status prevents the contracts from being manually activated, hindering their immediate operational use within the system.
Solution
To ensure that imported mid-life contracts and their items are active immediately upon import, bypassing the default "pending" status, the following method should be utilized:
Access the CSV Import Assistant in NetSuite.
Select 'Custom Records' as the Import Type.
Choose 'Contract' or 'Contract Item' as the Record Type for the respective imports.
This import approach allows NetSuite's contract scripts to automatically generate the contracts and include their associated items correctly, ensuring they are in an active state post-import.
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