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Articles tagged #PARTNER
Articles tagged
#PARTNER
CRM

Mass Updating Partners

When you enable the Multi-Partner Management feature, NetSuite makes the mass updates functionality available for partner information.

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Users & Roles

Managing Partners

A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company.

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CRM

Update Hold Field on Customer Record in Bulk Via CSV Import

Scenario

Use CSV Import to update Hold field on the Customer record.

Solution

  1. Create a CSV File with the Internal ID of the Customers to be updated
  2. Navigate toSetup>Import/Export>Import CSV Records
  3. Scan & Upload CSV File:
    • Import Type:SelectRelationships
    • Record Type:SelectCustomers Only
    • Select the CSV File
    • ClickNext
  4. Import Options:
    • Data Handling:SelectUpdate
    • ClickNext
  5. Field Mapping:
    • NetSuite Fields: SelectInternal ID
    • Your Fields: SelectInternal ID
    • NetSuite Fields: SelectHold
    • Click thePencil Icon
      • Default Value:SelectProvide Default Value
      • SelectOn
      • ClickDone
    • ClickNext
  6. Save Mapping & Start Import:
    • Import Map Name:EnterName
    • ClickSave & Run

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