ANS-1205 · CSV IMPORT & DATA MIGRATION
How to Import Parent Customers and Link Subcustomers in NetSuite?
Efficiently establish customer hierarchies in NetSuite by performing two distinct CSV imports to link parent and subcustomer records.
Short answer
To import parent customers and link subcustomers, perform two separate CSV imports. First, import all parent customer records. Then, update existing subcustomer records in a second import, mapping their 'Parent' field to the internal IDs of the parent customers. This two-step process ensures accurate hierarchical relationships.
Scenario
A NetSuite user needs to establish a customer hierarchy, where existing or new subcustomer records must be linked to their respective parent customer records. The challenge lies in efficiently importing both parent and subcustomer data while ensuring accurate relationships are formed within NetSuite.
Solution
Importing parent customers and linking them to subcustomers can be accomplished through two distinct CSV import processes.
Import Parent Customers:
Begin by importing all parent customer records into NetSuite. This initial import establishes the top-level customer entities.
Update Subcustomers:
After the parent customers are successfully imported, perform a second CSV import to update the existing subcustomer records. In this import, ensure your CSV file includes:The subcustomer's Internal ID (to identify the record to be updated).The parent customer's Internal ID, which will be mapped to the 'Parent' field in NetSuite. When configuring the CSV Import Assistant, map the relevant column from your file to the 'Parent' field, and select 'Internal ID' as the reference type for that field.This two-step approach, leveraging internal IDs for linking, is a recommended best practice for accurately establishing customer hierarchies.
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