AK47
12/24/2024, 3:18 PMCeligo AI
12/24/2024, 3:18 PMAI generated answer (using internal Slack threads):To import contacts into a customer record via CSV, you need to perform a combined customers and contacts upload. Here are the steps: 1. Prepare your CSV file with the necessary fields. The fields should include the internal ID of the customer, the contact details, and any other information you want to update. 2. Go to NetSuite and navigate to Setup > Import/Export > Import CSV Records. 3. Select the record type as 'Customers & Contacts'. 4. Choose your CSV file and click 'Next'. 5. Map the fields in your CSV file to the corresponding fields in NetSuite. Make sure the 'Internal ID' field in your CSV file is mapped to the 'Internal ID' field in NetSuite. 6. If you want to update existing records, select 'Update' in the 'Import Type' dropdown. If you want to add new records, select 'Create'. 7. Click 'Next' and review your settings. If everything looks correct, click 'Finish' to start the import process. Remember, if you're updating an address field in the customer record, you need to map the address ID since the address is a separate record. If the ID for the address record is not mapped, then updates won't work. For more detailed instructions, you can refer to these SuiteAnswers articles: - [Importing Customers and Contacts](https://netsuite.custhelp.com/app/answers/detail/a_id/41822/kw/primary%20contact%20csv) - [Importing Primary Contacts](https://netsuite.custhelp.com/app/answers/detail/a_id/93363/kw/primary%20contact%20csv/related/1) - [Updating Address Fields via CSV Import](https://suiteanswers.custhelp.com/app/answers/detail/a_id/69618/loc/en_US) ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
12/24/2024, 3:18 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843982935
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843902111
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829297066
Celigo AI
12/24/2024, 3:18 PM