#45 | NetSuite Vendor Data Upload

Welcome to the NetSuite vendor data upload training session. This training is part of the NetSuite implementation where we will show you step-by-step how to upload vendor data into NetSuite.

I suggest you watch the video. It’s easier to understand if you are a visual/audio learner. The content below is the same as the video. It’s for those who learn by reading.

The vendor’s lists upload:

These are the potential fields in the vendor upload file.  There are more available fields but typically we have the first name, last name (if the type is individual or a contractor), company name, subsidiary, phone numbers, address, and the type (corporations or contractor or individual).

Here is an example of what it looks like in excel:

Because we are uploading multiple vendors, we see these five records. Upload is the most efficient way to populate NetSuite.

Sometimes in the NetSuite configuration or setup, a particular data field is mandatory which means that information needs to be populated out in order for the upload to happen. Typically, subsidiary is one.

Our clients sometimes try to do an upload and they inadvertently leave out a mandatory field and they get an error messages and can’t understand why.

That’s why we are going to show you in NetSuite how to do this upload.

Now for the NetSuite upload go to: Setup→Import/Export→Import CSV record

Enter import type as Relationships and record type is Vendor

Click select then you’ll going to go choose your file to upload and click next.

Choose add and click next

Then in NetSuite field choose: Vendor Address→Vendor Address 1→Address 1 then click OK

Then choose Vendor Address 1: City, State and Zip.

Now choose the pencil icon next to Individual and choose yes

Click the pencil icon for Subsidiary and choose Internal ID under reference type then click done

Choose Address should be equal to Address 1, City should be equal to City, State should be equal to State and Zip should be equal to Zip

Click the pencil icon next to Country and choose United States then click done

Choose Vendor Address 1 and choose Addressee

Choose Primary Contact should be equal to Addressee and click next.

Then type your file name under map name and click Save & Run

Now that you’re finish you will see the green confirmation box. Click the link to see your job status.

And your job successfully uploaded 5 records. And you are done!