ANS-0747 · CUSTOMER & CRM RECORDS
How to Update NetSuite Customer IDs While Retaining Auto-Generated Numbers
Learn the precise steps to modify existing customer IDs in NetSuite by leveraging the 'Allow Override' setting for auto-generated numbers.
Short answer
To update NetSuite Customer IDs, first enable 'Allow Override' in Auto-Generated Numbers settings for customers. Then, export customer data including Internal ID and Customer Name. Finally, import this CSV as an update, mapping Internal ID to Internal ID and Customer Name to Customer ID, to successfully modify customer identifiers.
Scenario
NetSuite automatically assigns IDs to customer records, which can sometimes conflict with a business's need to use specific, custom identifiers for existing customers. This situation arises when an organization wishes to standardize customer IDs or migrate legacy customer data with predefined IDs into NetSuite, requiring a method to update these identifiers post-creation.
Solution
To successfully update existing customer IDs in NetSuite, follow these steps:
Navigate to the 'Auto-Generated Numbers' settings for the Customer entity and enable the 'Allow Override' option. This permits manual or imported IDs to be used for customer records.
Export a CSV file containing the Customer Internal ID and the current Customer Name for all relevant customer records that require ID updates.
Import this prepared CSV file into NetSuite as an 'Update' operation. During the import process, ensure the following field mappings are correctly configured:Internal ID -> Internal IDCustomer Name -> Customer ID
Expert NetSuite Support
Need help with this NetSuite issue?
Customer & CRM Records consulting and configuration support