Complete List of NetSuite CSV Import Types and Record Types: Master the Art of NetSuite CSV Imports

Importing data into NetSuite using CSV (Comma Separated Values) files can be a powerful and efficient way to manage your NetSuite data. However, it is important to understand the different import types and record types available. In this article, we will provide a complete list of NetSuite CSV import types and record types, along with their relationships so you are not left scrambling in the dark next time you need to complete an import you haven’t done before.

The Import Type field is the category of import you are performing, while the Record Type field specifies the type of record. The Record Type list is filtered based on the Import Type so you need to get the Import Type right. Not knowing which Import Type to use can therefore slow the whole process down and potentially cause errors.

NetSuite's CSV Import assistant

The following table includes the complete list of basic record types. You may see additional options in your environment due to additional modules you have procured. You will also potentially have Custom Record types specific to your NetSuite instance. For that reason you will see in the table below the Record Type list for Custom Record type is empty.

NetSuite CSV Import Types and Record Types

Import TypeRecord Type
AccountingBudget Exchange Rates Import
Chart of Accounts Import
Consolidated Exchange Rates Import
Currency Exchange Rates Import
Expense Categories Import
Fair Value Price CSV Import
Global Account Mapping Import
Item Account Mapping Import
Item Collection Import
Item Collection Item Map Import
ActivitiesEvents Import
Phone Calls Import
Resource Allocations Import
Tasks Import
ClassificationClass Import
Custom Segment Value Import
Department Import
Location Import
Merchandise Hierarchy Node Import
CommunicationsMessages Import
Notes Import
Custom Records
CustomizationCustom List Import
EmployeesBonus Import
Employees Import
Expense Report Import
Imported Employee Expense Import
Job Import
Time-Off Change CSV Import
Track Time Import
Items
Payment Instruments
RelationshipsBilling Account Import
Contacts Only Import
Customer-Subsidiary Relationship Import
Customers Only Import
Customers and Contacts Together Import (See Importing Entities and Contacts Together)
Group Import
Projects (Jobs) Import
Leads Only Import
Leads and Contacts Together Import (See Importing Entities and Contacts Together)
Partners Import
Prospects Only Import
Prospects and Contacts Together Import (See Importing Entities and Contacts Together)
Sales Channel Import
Vendor-Subsidiary Relationship Import
Vendors Import​
Rules SetupForeign Currency Variance Posting Rule Import
Subscription BillingPrice Book Import
Price Plan Import
Subscription Import
Subscription Change Order Import
Subscription Line Import
Subscription Plan Import
Usage Import
Supply ChainBill of Materials Import
Bill of Materials Revision Import
Bin Import
Item Location Configuration Import
Item Process Family Import
Item Process Group Import
Item Revision Import
Manufacturing Cost Template Import
Manufacturing Routing Import
Order Type Import
Pick Strategy Import
Zone Import
SupportIssues Import
Solutions Import
Support Cases Import
Topics Import​
​TransactionsAdvanced Intercompany Journal Entry Import
Cash Sale Import
Check Import
Credit Card Charge Import
Credit Card Refund Import
Credit Memo Import
Custom Transactions Import
Customer Payment Import
Estimate Import
Fixed Assets Import
Inventory Details on an Inbound Shipment
Inventory Adjustment Import
Inventory Cost Revaluation Import
Inventory Transfer Import
Invoice Import
Item Demand Plan Import
Item Supply Plan Import
Journal Entry Import and Intercompany Journal Entry Import
Opportunity Import
Order Reservation Import
Paycheck Import
Period End Journal Entry Import
Purchase Order Import
Return Authorization Import
Sales Order Import
Statistical Journal Entry Import
Transfer Order Import
Vendor Bill Import
Vendor Credit Import
Vendor Payment Import
Vendor Prepayment Import
Vendor Return Authorization Import​
​Website​Site Category Import
CMS Page Import
Commerce Category Import

Now that you’ve had a chance to review the different import types and record types available in NetSuite, you should have a better understanding of how to navigate that first step of the CSV import wizard. Remember, selecting the right import type is a necessary step before you even get to the record type field, If you can’t find the record you are looking for in the drop down you may want to refer back to the table above. Don’t forget to check your CSV file for any common mistakes before you import it – this can save you a lot of time and frustration down the line.

Further Information about NetSuite’s CSV Imports

To learn more about the CSV Import processes visit the following pages –

A Beginner’s Guide to NetSuite CSV Imports: Setting Up Your First Import

Maximizing Efficiency with NetSuite Import Templates: Tips and Best Practices

NetSuite CSV Import Errors: A Deep Dive into the Most Common Error Messages

Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *