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Importing data into NetSuite: Tips, tricks and best practices


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. 

Download webcast slides

Event details

Who should attend
NetSuite administrators and employees that import data into NetSuite


More information
Email Brent Knowles or call +1 303 298 6410