This topic contains 4 replies, has 0 voices, and was last updated by smo 11 years, 9 months ago.

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  • #9241

    daveweez

    Does anyone know how to CSV import an expense report transaction?

    It is not an option on in the CSV Import Wizard… NetSuite, can you please add this as an option?
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  • #9242

    frederic.jannelle

    RE: Importing Expense Reports

    In the help center you can refer to this section : ‘Account Setup : Data Management : Guidelines for CSV Import Files : Supported Record Types for CSV Import’ to get a list of all supported records for CSV imports.

    Expense Report is indeed not available at this time.

    It can be scripted though so there are ways to import it. Basically you’d need to create a custom record replicating the information to set on the Expense Report. You would then need to create an user event script deployed on that custom record that would take the information and use it to create the actual Expense Report. You would then import your CSV into the custom record and the Expense Reports would be created.

  • #9243

    rnedelkow

    We are tracking this request in Enhancement 18674: CSV > import data into an expense report.

    Thanks,

  • #9244

    daveweez

    Thanks Frederic. I will look into that.

    Robert, thanks for the Enhancement #. It looks like this has been around since at least 2008… any update on the status?

  • #9245

    smo

    RE: Importing Expense Reports

    We use Concur for our expense reports. They now have a connector and will import your expense reports into Netsuite (for an extra monthly fee). Prior to the existence of this connector we used the 3rd party software Celigo to import our expense reports.

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