Importing Fixed Asset Records
Published on
February 29, 2024 at 8:12:55 AM PST February 29, 2024 at 8:12:55 AM PSTth, February 29, 2024 at 8:12:55 AM PST
To import fixed asset records:
Go to Setup > Import/Export > Import CSV Records.
In the Import Assistant Scan & Upload CSV File screen, do the following:
From theImport Typelist, selectCustom Records.
From theRecord Typelist, selectFAM Asset.
Select the asset CSV file.
ClickNext.
In the Import Assistant Import Options screen, do the following:
Set Data Handling toAdd.
From theCustom Formlist, selectStandard FAM Asset Form.
ClickNext.
In the Import Assistant Field Mapping screen, do the following:
Map the fields in your CSV file to NetSuite fields as follows:
You can add values for other fields, as well. When you are finished, review the CSV and NetSuite fields to verify that all desired fields are mapped.
NoteIf the NetSuite fields are not listed, then the standard form is not selected as the preferred form. Be sure to select the standard form to show all fields.
ClickNext.
In the Import Assistant - Save Mapping and Start Import screen, do the following:
Enter anImport Map NameandDescription.
ClickSave & Run.
When creating asset records through CSV import, default tax methods associated to asset types are also imported. Some fields for the tax methods, however, are not populated. You must perform another import to update the fields with missing values.