About Project:

The STC Add CSV To Transaction lets you add item data from either a CSV or Excel document to a transaction. You may have transaction data in CSV or Excel file with which you want to create a transaction. NetSuite does not natively have a way of easily copying this data into a transaction. You must manually add each line. STC Add CSV To Transaction solves this problem.

Process:

STC Add CSV To Transaction can be deployed on any transaction which has items. For demonstration purposes, I have deployed it on the sales order. Create a new sales order and you will see two new fields and a button “Add Items” on the Items tab:

In the field “CSV of Items To Add” you would copy the data from your Excel or CSV file. This data must have a header row which contains the internal IDs of the fields you want to update. After the header row you would have rows of data to add. The data can either use internal IDs or Text for select fields. For example for the item you could either use the item’s name or the item’s internal ID. I will demonstrate this later. The field “CSV File Type” defaults to “Excel” but you can change this to “CSV” if you are copying from a “CSV” file.

Example 1: Copying Excel Data using Internal IDs for the column field “Item”

Now click the button “Add Items” and you will see the items have been added to the transaction with the correct quantity and rate:

Example 2: Copying CSV data using name for the column field “item”

Select “CSV” for “CSV File Type” and then click the button “Add Items” and you will see the items have been added to the transaction.

I have tested this with over 500 lines and it does work but it takes a while to finish.

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