[dobovedo]

We are a company who makes automated phone calls. Our Billing Dept. is using an internal account on our own system to automated collections calls for customers who are X days past due. To keep records of which customers/numbers were called and the results of the call, they want to set up a CSV import to create a Completed Phone Call.

Simple enough, except that I am having difficulty getting the record to attach to both the Customer and reference the Invoice.

These are my data fields and sample data:

Group #: 212224

Subject: 60+ Days Past Due Call

Organizer: Mader, Christy J

Phone Call Date: 2/8/2013

Date Completed: 2/8/2013

Phone Number: 215-656-6758

Status: Completed

Notes: Reached Person

Transaction: Invoice #54661644468

This is my field mapping in NetSuite:

Organizer <> Organizer (Req)

Group # <> External ID

Date Completed <> Date Completed

Notes <> Comments

Phone Number <> Phone Number

Phone Call Date <> Date (Req)

Status <> Status (Req)

Subject <> Subject (Req)

Transaction <> Transaction

When I tried to run this import, I get the following error:

Invalid transaction reference key Invoice #54661644468 for company <NULL>.

I tried modifying the transaction by removing the text and going with just the number, and also by using the transaction Internal ID instead of the number. Then I realized the error isn't about the data in the Transaction field, it's a problem with the reference to the company.

So I changed the data to try and link to the Company instead of the External ID.

Modified data fields and sample data:

Company: 212224 : Northbridge Park Co-Op, Inc. c/o Cooper Square Realty

Subject: 60+ Days Past Due Call

Organizer: Mader, Christy J

Phone Call Date: 2/8/2013

Date Completed: 2/8/2013

Phone Number: 215-656-6758

Status: Completed

Notes: Reached Person

Transaction: Invoice #54661644468

Modified field mapping in NetSuite:

Organizer <> Organizer (Req)

Company <> Company

Date Completed <> Date Completed

Notes <> Comments

Phone Number <> Phone Number

Phone Call Date <> Date (Req)

Status <> Status (Req)

Subject <> Subject (Req)

Transaction <> Transaction

Now I'm getting a different error:

Invalid company reference key 212224 : Northbridge Park Co-Op, Inc. c/o Cooper Square Realty.

I have tried a half dozen different variations on the above and can not figure it out. Can someone please help me identify what I am doing wrong, and what values, specifically, belong in the Company and Transaction fields? Thanks!
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