Is there a way to conditionally update a field with a CSV upload? I often do CSV uploads in which I want to update a field in Netsuite only if the field in Netsuite is currently blank. If the field in Netsuite has a value, then I don't want to update it. Is there a way to accomplish this without creating a saved search to find the blank fields and creating a separate CSV upload to update only those? I want to update all my desired fields with just one CSV upload and no extra steps.
a
AI1
12/29/2021, 9:30 PM
You cannot provide conditions to csv imports. You would have to know which records you want to update and which ones not to update
If you leave the cell blank in your csv file it will not change the value in NetSuite
So for your use case you would leave the records that have a value with a blank field in the csv file and have a value in the csv file for records with a blank fields in NetSuite
d
Dan Warner
12/29/2021, 9:38 PM
Thanks. The problem is that it will take a greater degree of effort to figure out which fields are blank and which are filled in before doing a CSV import. What we want to do is to upload our file without having to do other steps to first figure out which fields are blank and which are not.
a
AI1
12/29/2021, 9:55 PM
Not sure what your requirements are but I have a lot of saved searches that are an export/import process. I've built a saved search that has the exact columns/values I need them create a saved csv import with the saved mappings so all you have to do is click export on the saved search then run the saved csv import using the downloaded file
It's a pretty simple/easy system once you get it setup
j
Josh Godfrey
12/30/2021, 1:24 PM
Agreed with @AI1 > I have a lot of saved searches with case statements that populate columns with the correct data.
If this won't work for you, you can look into a
workflow
or
user event script
that would update the record after it's been submitted to the DB.