[jimk]

I'm currently testing order imports for one of our biggest customers. They can provide us a csv file with item id and quantity. I'm trying to create a saved sales order import that can easily be used to import this customers order, i.e. the employee importing the order shouldn't have to map any fields etc…

I called netsuite support and they said it has to have a unique identifier and it's recommended for new sales orders to use external id. I'm having two issues with this:

1) I can't put anything in when I add external id, it doesn't accept letters or numbers as input.

2) This seems like a pain to have to know which externalid to use, i.e. how would they know what the last externalid used was?

***Update on 2*** I had to add a number for each line item in the csv file. However, now I'm running into a new issue. Do you have to use the item internal id to map with Items: Item (Req). I was told my a 3rd party developer that I could use our "itemid" field which in our case is an internal number we determine (not auto generated internalid). Any ideas on this? It will be much easier to use itemid instead of internalid but I don't see any other mapping options aside from Items: Item.

Is there any way to have the system automatically generate a unique identifier so the user doesn't have to put in a new id for every SO they import? Is there a better way of doing this that I'm not aware of?
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[Olivier Gagnon NC]

1. External IDs do accept alphanumeric

2. Users don't need to know the last number. Just have them use a system where they use [year][month][day][sequential line number]

3. You can use the Item Name to import, yes. Be wary of parent-child relationship though, as the full name must be used

[jimk]

Olivier,

thanks for the response. I've made some progress since originally posting but I'm still confused. Do these unique identifiers (external id, order number) have to be set per line item? I was able to successfully do an import, but I had to set "12345" on every line and match that up with external id.

Ideally, I'd like to have the system just automatically generate this number. If not, though, I'd at least like to be able to put it in once on the import wizard.

It won't let me type anything at all if I use external id. If I use order number and put some numbers in, it give me the error " One or more of your fields or the NetSuite fields have not been mapped on the mapping panel. Required NetSuite fields must be mapped in order to proceed with import. Other fields must either be mapped or be removed from the mapping panel."

[Olivier Gagnon NC]

All lines belonging to the same SO should be set to use the same External ID, yes.

I do not understand your comment about "it" not letting you type anything. You should be typing the external IDs in Excel, in your CSV file, and mapping your column in Excel to the External ID field

[jimk]

Sorry, I was referring to entering one external id through the import wizard. If you hit edit to try and enter a default value it doesn't work. I spoke with netsuite support and the only way to do it is to add the external id on the csv file to every line item.

[arequino]

Hi, the reason why you need the External IDs is because you may have been using multiple CSV Files during import.

If yes, there needs to be a unique identifier that will link the primary file and the secondary file.

The Primary File usually have the values for the header of the transaction such as, Customer, Date, Start Date, End Date and Etc.

The Secondary file contains the line items added on a Sales Order.

Example:

(a.) Sales Order # SO1 has five line items. If you have sold five items on one Sales Order, you need to link these five lines to the Primary File and you need the External ID to link them.

(b.) Sales Order # SO2 has two line items.

CSV Primary File:

,—————ExternalID_SO1 || Customer ABC || Date=1/1/2014

| , ———-ExternalID_SO2 || XYZ Company || Date=12/31/2013

| |

| |

| |—->ExternalID_SO2 || Item AAA

| |—->ExternalID_SO2 || Item BBB

|

|

|—-> ExternalID_SO1 || Item 001

|—->ExternalID_SO1 || Item 002

|—->ExternalID_SO1 || Item 003

|—->ExternalID_SO1 || Item 004

|—->ExternalID_SO1 || Item 005

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