Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell

Chapter 7. Imports

CSV imports are a valuable tool in the administrator's toolbox. They can be used to import new data into the database during the initial deployment or on an ongoing basis, such as when importing new leads into the system gathered from trade show. You can also use the import wizard to update existing data, such as updating the prices of your products or changing the item sold in specific transactions. They can even be used to execute workflows on existing records.

We'll start the chapter by focusing on the theory behind CSV imports and then illustrate it by importing three kinds of records. 

This chapter will cover the following:

  • A Review of the NetSuite Import Wizard
  • Setting up the prerequisites for successful importing
  • Understanding how to prepare the source data to comply with NetSuite's data requirements
  • Formatting the source data
  • Understanding how to map information based on the ID and name value
  • Knowing how to import new data into the database and updating existing data in...