Importing data into NetSuite: Tips, tricks and best practices
RECORDED WEBCAST |
NetSuite users can import data into NetSuite in a variety of ways, from comma-separated value (CSV) files to integrations using application program interfaces (APIs). However, your organization may be able to increase efficiency by better leveraging the NetSuite user interface (UI) and other third-party applications.
Attend RSM’s monthly NetSuite user group webcast to understand best practices for importing your key data into NetSuite. During the event, we will provide helpful tips and tricks for importing data, from file setup to successful mapping. In addition, our advisors will discuss how to import transactions into NetSuite through the UI:o
- Setting preferences
- File formatting
- Importing menus
- Mapping purchase order (PO) records
We also discuss NetSuite’s API capabilities for import automation and integration.