NetSuite’s CSV import characteristic is a lifesaver when it’s worthwhile to deal with massive quantities of knowledge without delay. It lets you add or replace many information rapidly, akin to establishing buyer knowledge or creating merchandise information. For instance, for those who’re establishing a sandbox, you’ll be able to simply incorporate customers and roles with CSV imports.
However these imports don’t all the time go easily. Seeing “0 imported information” is a standard headache for NetSuite directors or builders. Errors come up when knowledge doesn’t match what NetSuite expects, and resolving one situation typically reveals others. Every error might have its personal repair earlier than the import can totally work.
On this information, we’ll have a look at eight frequent CSV import errors in NetSuite, the place they seem in numerous workflows, and easy options for every. We may also present how Nanonetworks AI helps detect these errors earlier than they get in your approach. With superior machine studying, Nanonets makes certain your knowledge is appropriate and able to go, so you’ll be able to skip guide verification and go straight to import.
Checklist of frequent CSV import errors
1. The file already exists
Description:
This error implies that NetSuite believes {that a} related file already exists on the system, which it considers a doable duplicate. It is a helpful method to keep away from having a number of entries for a similar factor, even when that is not your intention.
Workflows the place this may happen:
- Gross sales transactions: By importing many gross sales ordersEvery transaction wants a singular identifier to keep away from duplicates.
- Buyer Imports: When updating buyer information, errors seem if the system sees duplicate buyer IDs.
Decision:
Use the Exterior ID subject to group associated traces. For instance, when importing a transaction with a number of traces, assign it a singular exterior ID in order that NetSuite will group these traces into one transaction as a substitute of flagging duplicates.
2. Enter a price for the quantity
Description:
This error seems when NetSuite can not calculate a amount as a result of one thing is lacking, akin to “Fee” or “Amount.” NetSuite requires these fields for all transactions to be able to calculate totals accurately.
Workflows the place this may happen:
- Provider invoices: This occurs quite a bit with provider invoices if there are lacking charges or portions for every merchandise.
- Invoices: If amount-related fields are lacking from an bill import, NetSuite will not know easy methods to calculate the overall.
Decision:
Be certain that fields like “Fee” and “Quantity” are mapped and formatted accurately in your CSV. Additionally, ensure that objects have a “Base Worth” in NetSuite, even whether it is zero, so the system can do the calculations easily.
3. Error within the chart of accounts
Description:
If you import accounts, the order is essential. Guardian accounts ought to seem earlier than youngster accounts, and if the account sort values are invalid, you’re going to get errors like “Invalid father or mother reference key.”
Workflows the place this may happen:
- Account Settings Imports: This typically occurs when configuring accounts in a brand new NetSuite surroundings.
- Subsidiary accounts: Importing COAs between subsidiaries may cause errors if the hierarchy is misplaced or the father or mother accounts aren’t listed first.
Decision:
Checklist father or mother accounts earlier than youngster accounts in your CSV. Additionally, ensure that the account sorts are chosen accurately to keep away from errors. For added assist, add dropdown menus to your COA template to make sure solely permitted account sorts are used.
4. Invalid division reference key
Description:
This error sometimes happens when a division referenced within the CSV will not be configured accurately in NetSuite or is inactive. Departments should be mapped accurately, particularly in corporations with a number of subsidiaries.
Workflows the place this may happen:
- Expense allocations: Widespread when importing journal entries with division codes.
- Payroll Imports: Payroll typically has division assignments for every line merchandise and misalignments may cause this error.
Decision:
Confirm that the division names in your CSV comply with the right format and embrace the parent-child hierarchy (akin to “Gross sales: Japanese Area”). Additionally, verify that the departments are energetic and assigned to the right subsidiary.
5. Invalid entity reference key
Description:
This error seems if an entity (akin to a buyer or provider) within the CSV doesn’t have permissions, foreign money, or different settings that match what NetSuite expects. For instance, if a buyer file is lacking the foreign money in its CSV, the system will flag it.
Workflows the place this may happen:
- Multicurrency Imports: In multi-currency setups, this error is frequent if an entity lacks the required foreign money.
- Transactions between entities: Journal entries with a number of entities, akin to departments or subsidiaries, typically have these errors.
Decision:
Earlier than importing, confirm that each one referenced entities are energetic and have the right foreign money set. Additionally, verify that the format of your CSV matches NetSuite’s wants and that the permissions match for the importing consumer.
6. Invalid tax code reference key
Description:
This error seems when a tax code within the import file doesn’t match what’s configured in NetSuite. That is typically as a result of inactive or incorrect tax codes or when the tax code doesn’t apply to the chosen subsidiary or merchandise.
Workflows the place this may happen:
- Gross sales transactions: When importing gross sales transactions akin to invoices or gross sales orders, an incorrect tax code could stop the whole import.
- Provider invoices: This error often seems on provider bill imports if the tax codes don’t match the provider or subsidiary settings.
Decision:
Confirm that the tax codes within the CSV file match these configured in NetSuite and are energetic. Tax codes should align with the suitable subsidiary, location, and entity in NetSuite. Operating a saved seek for energetic tax codes earlier than importing will help guarantee that you’re utilizing legitimate codes.
7. Superior Intercompany Journal Entry Import Errors
Description:
This error sometimes happens with intercompany journal entries when the “Due To/From Subsidiary” subject doesn’t align with another listed subsidiary. Common ledger accounts additionally have to be arrange for intercompany eliminations.
Workflows the place this may happen:
- Transactions between corporations: Transactions between subsidiaries will fail if normal ledger accounts aren’t configured for intercompany help.
- Monetary Consolidation Imports: When consolidating knowledge, issues come up if the intercompany account setup will not be appropriate.
Decision:
Be certain that the “As a consequence of/from subsidiary” subject matches the subsidiaries on the journal entry traces. Additionally, confirm that normal ledger accounts are arrange for intercompany transactions and reference the right accounts.
8. The file doesn’t exist
Description:
This error seems if a file can’t be discovered within the CSV in NetSuite. It will probably additionally occur if the sphere values within the CSV don’t match the NetSuite format, akin to utilizing an ID that doesn’t exist.
Workflows the place this may happen:
- Stock changes: Widespread when importing stock updates if the information don’t align with what’s already in NetSuite.
- Provider Imports: Errors additionally seem when importing suppliers if some referenced suppliers don’t exist in NetSuite.
Decision:
Confirm that the exterior IDs in your CSV file are appropriate and distinctive. Run a saved search in NetSuite to confirm the IDs earlier than importing them and replace them within the CSV as obligatory.
Remaining ideas
CSV imports are an environment friendly method to handle knowledge in NetSuite, however errors are more likely to happen. Even when an import finishes with out issues, workflows could not work as anticipated for those who overlook sure settings, such because the “CSV” context. All the time contemplate the influence of your imports in your present workflows.
AI Nanonetworks facilitates this course of. With its machine studying and AI workflow capabilities, Nanonets detects knowledge issues earlier than they sluggish you down. Nanonets routinely checks for formatting errors, validates references, and flags lacking values, so you do not have to. By simplifying pre-import checks, Nanonets helps you get your knowledge into NetSuite rapidly and precisely, releasing up your staff to do different work.
