NetSuite Tip: How to CSV Insert a New Line on Existing Transactions

This article is relevant if you would like NetSuite to add new line items to existing transactions using comma-separated values (CSV) file uploads.

Background

Often times, especially when performing a new NetSuite implementation, you need to update existing transaction records. NetSuite offers users CSV File Import tools to help insert and update data in the system.

However, it may be confusing how you insert a new line in an already existing transaction, such as a sales order (opportunity, estimate, quote, return authorization, invoice, credit memo) or purchase order (vendor bill).

Reference the Line ID

The solution is relatively easy once you understand that NetSuite offers up a Line ID (automatically derived during create) to help you key on and reference specific transaction lines. The trick then is to leave the Line ID blank (null) during your CSV Update so that NetSuite interprets this as a new line insert request. This means you will need to add another blank column (field) to your CSV upload so that you can cross reference the NetSuite’s Item Line ID as null.  See related image.

Reminder: you need to select the Update vs. Add option during your CSV import definition.

Connect with NetSuite Expert

I frequently remind our clients and team members to “Never Stop Learning” when it comes to the NetSuite platform (well, I strive to think that way about anything meaningful for which I desire to be skillful). The NetSuite platform is robust and powerful. Thus, if you want to be connected to NetSuite experts who have accomplishment illustrating they have done some learning, let’s have a conversation.

Be Sociable, Share!

Marty Zigman

Holding all three official certifications, Marty is Southern California's NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 25 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

More Posts - Website - Twitter - Facebook - LinkedIn - Google Plus - YouTube

| Tags: , , | Category: General, NetSuite, Technical | 2 Comments

2 Comments

  1. Meir Bulman
    Posted January 16, 2019 at 7:54 am | Permalink

    Thanks Marty,

    Just a note – this doesn’t work for JE’s, but there is a way to achieve what is usually desired. Create a saved search with ALL lines and the internal ID of the JE to be updated. Export, make changes to one or more lines. When running the import Click “Update”. Under Advanced Options, click “replace sublists”. This will erase all existing lines and replace them with the ones from the search, incorporating the change.

  2. Posted January 16, 2019 at 2:52 pm | Permalink

    Thank you for the thinking!

Post a Comment

Your email is never published nor shared. Required fields are marked *

*
*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>