Learning Cloud Support - Data Integration

CSV Importing Series

This course covers best practices, use cases and tips and tricks for importing a variety of record types using NetSuite’s CSV Import tool. Start your journey with NetSuite’s CSV Importing Tool with this CSV Importing Series .

What is it?

A journey through NetSuite's powerful CSV Importing engine and tips & tricks to optimize your imports.

 

Who should attend?

Anyone interested in or responsible for importing data into NetSuite in a simple fashion.

 

Schedule

The Series takes place every fourth Friday of the month at 8 AM PST for one hour.

 

Session
01
Data Migration Strategy & Best Practices - Part 1

This webinar will introduce you to Data Migration Best Practices within NetSuite as you embark on the implementation journey. Together, we will review data migration process flows, project timelines, data governance and structure, and other key considerations.

Agenda
What to Prepare

  • Data Migration Introduction
  • Data Migration Project Timeline
  • Data Migration Governance & Risks
  • Data Migration Process
  • Best Practices
  • Summary & Q/A
  • Addendum: Data Migration Strategy Document
Registration in the Learning Portal

 

Session
02
Data Migration Strategy & Best Practices - Part 2

This webinar will continue the discussion of Data Migration Best Practices within NetSuite as you embark on the implementation journey. Together, we will review troubleshooting common errors, limitations and using saved searches for import verification.

Agenda
What to Prepare

  • Data Migration Recap
  • Troubleshooting Common Errors
  • Data Migration Consideration & Limitations
  • Data Migration Import Verification
  • Summary & Q/A
Registration in the Learning Portal

 

Session
03
Scrub Data Using Excel

Clean data is key to sucessful imports. In this session, use Excel to aid your data scrubbing efforts.

Agenda
What to Prepare

  • Tips, techniques and formulas in Excel
  • Summary & Q/A
Registration in the Learning Portal

 

Session
04
How to import the Chart of Accounts

Learn how to import the Chart of Accounts using the CSV Import Tool in NetSuite, including an introduction to CSV Templates, CSV Import Tool, Best Practices surrounding Data Migration and how to troubleshoot some common errors.

Agenda
What to Prepare

  • Review the Chart of Accounts in UI
  • Data Migration / Configuration
  • Introduction to Chart of Accounts CSV Template
  • Introduction to CSV Import Tool
  • Data Mapping
  • Using the Import Wizzard
  • Common Data Import Errors
  • Saved CSV Imports
  • Data Validation
  • Best Practices
  • Summary & Q/A
Registration in the Learning Portal

 

Session
05
Import Item Records

Learn about initial import of Inventory Items using NetSuite’s CSV Import Tool. Take a look at requirements and features of importing inventory items.

Agenda
What to Prepare

  • Overview
  • Prerequisite Setup and Lists
  • General Item Fields
  • Important Fields for Inventory Items
  • Data Migration Import Verification
  • Next Steps
  • Summary & Q/A
Registration in the Learning Portal

 

Session
06
Updating Prices on Items

Learn about importing item pricing, including prerequisite setup and dependencies.

Agenda
What to Prepare


  • Overview
  • Impact of Updating Prices
  • Prerequisite Setup and Lists
  • Important Item Pricing Fields
  • Data Migration Import Verification
Registration in the Learning Portal

 

Session
07
How to Import a Journal Entry

Learn how to import Journals using the CSV Import Tool in NetSuite, including an introduction to CSV Templates, CSV Import Tool, Best Practices surrounding Data Migration and how to troubleshoot some common errors.

Agenda
What to Prepare

The agenda is subject to change as the webinar is developed.

  • Review a Journal Entry form in UI
  • Data Migration / Configuration
  • Introduction to J/E CSV Template
  • Introduction to CSV Import Tool
  • Data Mapping
  • Common Data Import Errors
  • Saved CSV Imports
  • Data Verification
  • Best Practices
  • Summary & Q/A
Registration in the Learning Portal

 

Session
08
Importing Transactions

Learn how to import Entity records using the CSV Import Tool in NetSuite, setup considerations and best practices.

Agenda
What to Prepare

  • Considerations for importing transactions.
Registration in the Learning Portal

 

Session
09
General Entity Upload

Learn how to import Entity records (Customer, Vendor, Employees, etc.) using the CSV Import Tool in NetSuite, beginning with an introduction to the Entity Record Layout, setup considerations and best practices.

Agenda
What to Prepare

  • Considerations for importing entities
Registration in the Learning Portal