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.
Marty Zigman
Holding all three official certifications, Marty is regarded as the top 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 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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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.
Thank you for the thinking!
Is there a solution to insert a line between certain line items as opposed to inserting them where they show at the very bottom of the order?
Hi Brian,
I don’t see a native way to insert a line in between as you ask. But, with our Record Import / Export Manager (RIEM), we can get full control over the situation by driving the exact way data gets inserted as we leverage some script and the pattern allows for full capacity for hands-free automation and control.
https://blog.prolecto.com/netsuite-bundles/?creid=16&rid=126
Is it possible to import lined items into an existing opportunity? The problem that I am having is that my opps can have up to 300 items and adding it manually takes a very long time. is there a way to shorten it?
Jack, have you not tried the technique offered in the article? It should work if you get that line ID into play.
Marty
Thanks Marty
Fantastic advice, I had been struggling for a while with this very issue!
Much appreciated. 🙂