[luka@tantumbenefits.com]

I am trying to import a customer record that is associated to another customer record. Is there a way to do this?

IE. I have a customer record TCM12345645 Test Company. I want to add a subrecord to that company so it will be attached to it. TCM12345645:1 Test Company
This is a cached copy. Click here to see the original post.

[rnedelkow]

You should be able to add the subcustomer using a customer only import and mapping these fields. Here’s an example:

Child Customer to Company Name

USA to Currency (Req)

CUSTOMER-Closed Won to Status (Req)

No to Individual (Req)

Test Company to Parent Company

Thanks,

[dobovedo]

RE: Importing Customer records and associating them to other customer records

Originally posted by rnedelkow

View Post

You should be able to add the subcustomer using a customer only import and mapping these fields. Here’s an example:

Child Customer to Company Name

USA to Currency (Req)

CUSTOMER-Closed Won to Status (Req)

No to Individual (Req)

Test Company to Parent Company

Thanks,

I’ve got what I think is a similar need. I have a list of leads to import. There are seven parent companies, each with multiple offices. Within each office are multiple contacts.

Company 1 – Office 1 – Contact 1

Company 1 – Office 1 – Contact 2

Company 1 – Office 2 – Contact 1

Company 2 – Office 1 – Contact 1

Company 2 – Office 2 – Contact 1

Company 2 – Office 2 – Contact 2

etc

This is a bit more complex as it’s a multiple file process of Leads and Contacts together in two files. Do I need to do two imports, first the parent companies and then a combined office/contact attached to the parent?

[OniNoKami]

RE: Importing Customer records and associating them to other customer records

I would suggest that you do two imports. One file containing the lead records and do a “Leads Only” import. Then prepare a file containing the contact info and do a “Contacts” import. Mapping the office name to the Company field in the Contacts import should link the Contact record to the Lead record in NetSuite.

[Nic]

How about importing and creating a child (subcustomer). ie. the subcustomer does not yet exist, but it would create when being imported. Is this possible?

[mlucentales]

For importing leads/prospects/customers together with contacts, please refer to the following articles:

https://netsuite.custhelp.com/app/an…tail/a_id/9974

https://netsuite.custhelp.com/app/an…il/a_id/12171/

For importing customers and subcustomers:

1. You need to import (Add) the parent customer records first.

2. Then import (Add) the child customers and make sure that in the mapping section, you set a value for Customer : Parent Company field.

[Author]

Posts