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This topic contains 6 replies, has 0 voices, and was last updated by steven_stewart 7 years, 1 month ago.
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September 26, 2017 at 10:20 am #24367
steven_stewartAll,
I have a Customer record that I am trying to import under. The import system keeps advising me that I need to import first/last name. I have a script setup to lock the form to "Company" as this is a company record. Should I be doing this differently? I also have "individual?" set to NO on the import and tried many import config's. Please advise. Open to any suggestion.
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September 26, 2017 at 10:34 am #24368
carl.billingsHey Steven,
I would check a couple of things.
Company Preferences perhaps set to default Customers as Individuals.
Also your Import file may need to call out the Customer:Individual (Req) as FALSE in the mapping. Hard code it in the mapping if you have to.
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September 26, 2017 at 10:35 am #24369
carl.billingsAt the minimum make sure your mapping has this…
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September 26, 2017 at 10:36 am #24370
carl.billingsGeneral Preferences…
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October 6, 2017 at 8:31 am #24371
steven_stewartHey Carl,
Thank you for the information!! My concern though is that modifying this setting will try to default the rest of my customer forms to Company as well. We are a contact center so I have many "Contracts" working within the same NetSuite. This would be the only contract using company records exclusively. I am thinking that I am running into a limitation of NetSuite (ha ha). I do have a small script on the customer form that defaults the type to "Company":
function pageInit(){
nlapiSetFieldValue('isperson','F');
But it seems that I cannot get the import system to look at this one form as a company record. I do have the mappings you notated on my csv import, but to no avail, it keeps asking for First/Last name to be input. Thanks again!
Best Regards,
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October 6, 2017 at 11:46 am #24372
pcutlerHave you considered a before load user event script instead of a client script?
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October 16, 2017 at 1:15 pm #24373
steven_stewartHey,
I didn't, I'm fairly new to the scripting side of things. I ultimately got the data in there (due to time constraint) but just mapping the first half of the company name to the first name column and the last half to the last name column. Data is in now, not how I would have liked to do it, but unfortunately due to time constraints the best way I know how haha. Thanks for the suggestion, I will read up on the scripts types and possibly polish this up for the next import. Have a great day!
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