CSV imports can be used to update large quantities of existing records and add a mass of new ones. But they’re also a deeply involved process that can often feel more frustrating than useful.
Not every CSV import/export has to be stressful. If you’re ready to take control of your CSV imports and exports, join our NetSuite experts as they share tips and tricks for making the CSV process more streamlined and a lot less painful.
Whether you’re new to NetSuite CSV imports/exports or a seasoned pro, we’ll share tips that can help you avoid errors and run a much smoother process, including
- Assigning Advanced and Sub-Partners
- Managing blanks in required fields
- Why precision in custom fields matters
- How to avoid the CSV process altogether and update data via Excel
Presenters
Justine Burdo
Head of Sales & Customer Success, CloudExtend
Kevin Ha
Solution Consultant, CloudExtend