Importing Kit/Package Item Record via CSV Import

Solution

This can be done by using two files during the upload: one is for Primary, the other is for Item Members. Below are the steps:

Note: Values are included on this article to serve as examples. Replace these accordingly when creating the import files.

A. Create an import file for Primary with the following column headers and values:

External ID | Item Name/Number

Kit001      | Kit Item 1

B. Create an import file for Item Members with the following column headers and values:

External ID | Item Member Name | Quantity

Kit001      | Kit Member A     | 1

Kit001      | Kit Member B     | 1

Kit001      | Kit Member C     | 1

C. Import the items into NetSuite:

      1. Navigate to Setup > Import/Export > Import CSV Record

      2. On Scan & Upload CSV Filestep, set the following:

           Import Type = Items

           Record Type = Kit/Package Item

3. Select MULTIPLE FILES TO UPLOAD
4. For 'Primary File - Item', click Select... then choose the file created in #1
5. For Linked File (Optional) - Item Members', click Select...then choose the file created in #2
6. Click Next
7. OnImport Options step, set Data Handling= Add
8. Expand Advanced Options and choose the Custom Form accordingly
9. Click Next
10. On File Mapping step, set the following:

           Primary File Key Column = External ID

            Item Members (Linked File) > Column = External ID

11. Click Next
12. On Field Mapping step, map the fields accordingly:

                 External ID > Item : ExternalId

                 Item Name/Number   > Item : Item Name/Number (Req)

                 Item Member Name   > Item Members : Item (Req)

                 Quantity > Item Members : Quantity

13. Click Next
14. On Save mapping & Start Import step, enter an Import Name (in case you need to use this in the future)
15. Click Save & Run