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NetSuite Assistants

Data Import Assistant

A guided, step-by-step interface with drag-and-drop field mapping greatly simplifies data import workflow for everything from initial Chart of Accounts setup to customers and product or service catalog imports. The assisted workflow is simple enough for end-users such as Warehouse personnel importing inventory items or Marketing Coordinators importing lead lists, but at the same time, supports powerful multi-file capabilities required by implementers to migrate relational — data into NetSuite while retaining complete historical notes. Customers can be imported along with their addresses and products can be imported with their price lists in one step regardless of whether the data is all in a single file or in multiple files. Import maps can be saved and re-used repeatedly, eliminating the need to map similar data structures multiple times. Finally, robust error handling, recovery and character handling are included, making it easier to deal with data cleansing.