How to Import Leads into Netsuite

Netsuite is considered the number one cloud ERP software which can rightly be called as one complete system for ecommerce, inventory, CRM and accounting. The benefits of this software are that it is scalable for streamlined operations, greater productivity and faster growth. It also provides real time access to the critical business data anytime, anywhere.

Netsuite also enables you to save money on the maintenance and IT cost and thus this software is popular for its industry specific solutions for manufacturing, distribution, software, retail and services. It also enables you to run your business in an improved and enhanced manner but for this you need to learn about how to import leads into Netsuite.

Leads or data can be easily imported into Netsuite from the CSV file, a QuickBooks file or a quick file. You can also take the help of Netsuite professional for entering into a contract for importing QuickBooks files for your business. You can also use suite talk which is a very useful web service that is generally used for ongoing or larger migrations. Netsuite import assistant is also very useful. It is situated at setup from where you have to go to import/export, import tasks and lastly to import CSV records. This process is very useful for the users as it guide them through the process of importing leads in an easy manner. This tool also matches the CSV file to available Netsuite fields.

If you don’t know how to import leads into Netsuite than you can take the help of Import Assistant which can assist you to import the leads. Thus the first and foremost step is to get your file in proper format which includes comma separated. A top row with the headings will be first matched with the Netsuite fields. The CSV field has a set limit of about 50 MB or 25,000 records. But it is always recommended that the imports should be separated into a number of smaller files so that these files can have a better performance. When you are referencing fields like accounts or items, you should always keep the fields similar to that seen in the dropdown.

If you are using Netsuite OneWorld for importing leads into Netsuite than you need to have a subsidiary field which is the required field for different record types and thus these files should be in correct hierarchical order or number. You should also include amount or numbers without having commas and you should always include decimals in the amount.

For the Boolean values like true/false, yes/no, check/uncheck, it is always recommended that the values of the True and False should be used. For the names of states and province, you should use only the short names that are found in the Netsuite. But if you use the full name then an error will be reported for the state and province name if you are using the full name. Country names should be used for reference and not for the country names.

There is a large number of record types that are supported in Netsuite that can be used for importing leads to Netsuite. Thus these steps will enable you to learn the steps of how to import leads into Netsuite.

Brooke Nelson is the Lead Author & Editor of NetSweets. With more than 20,000 customers, NetSuite is a fascinating platform! It is the major player in ERP, CRM, and ecommerce.