CSV Import > Customer > Update Address Fields

Scenario:

You want to delete several addresses on the customer records and replace it with new ones.

 

Solution:

This is possible through CSV Import.

 

Notes:

If you want to replace a list of (e.g., 1000, 5000, 10,000+) address records with a new address, then this is the method for you. The data you replace in the customer record will only impact future transactions, so if you're worried they'll get deleted from current Sales Orders, they won't. This work around is an all or nothing kind of thing. Unfortunately, you cannot delete only some and not all 1000 addresses with this feature.

 

Steps:

1. Create your CSV file from your excel. Make sure to enter the necessary columns in creating new address. Ensure that you test this first on one customer record address to avoid big import mistake. If the first import is successful, you may proceed to import other customer records.

 

 

Before we begin, here is a sample of one customer record address that will be updated into one address only. See image below:

2. Navigate to Setup > Import/Export > Import CSV Records. On Step 1, select the data that you see from below  and the csv file you have created for this:

3. On Step 2, #1 make sure to select "UPDATE" as you are updating your customer record's address fields only. On #2, make sure to tick the box "OVERWRITE SUBLISTS" to replace all existing address with the one in your csv file. On #3, make sure you're using the preferred custom form as that will be you basis on what columns you will include in your CSV file. Mandatory columns within Address tab in your preferred form must be included.

 

4. On Step 3, as you can see there are fields added on the map already. Please remove it by clicking the three small "X" grey buttons on each fields at the right side of the map area as we will be selecting our own fields.

Your Fields - the fields/columns you have included in your CSV File.

NetSuite Fields - the fields/columns in your NetSuite based on your preferred custom form in Customer Record.

Mapping Area - the middle part of the Field Mapping, e.g., State <> Customer : STATE

Please also collapse the Customer fields in NetSuite fields by clicking the "-" grey button.

 

5. Once it is collapsed and fields are removed, it should look like this for better and organized map:

 

6. Focusing on "Customer - Address +", if you're only updating one customer record, Customer - Address 1 is fine. But if more than 1, you can click the "+" sign next to Customer - Address to add another one, which in our case, there will be two customer record addresses. You will add another one to make it two.

 

7. Please expand the Address 1. As you can see on the image below, these are the available fields I have on my preferred form:

Please make sure to add all fields you need to create an address by clicking each of them. In this case, here is our basis:

 

8. The mapping area should now look like the image below, now that this is done for one customer record, you need to match your NetSuite Fields to Your Fields. 

For the Internal ID, Please take note that you need to add "Internal ID" from "Customer" fields to identify which customer record it is.

 

9. As the sample CSV file, here are the fields we will be matching up to the NetSuite Fields:

To match the first field, you need to click the first field first on the mapping area, you will see as there will be arrows on each side:

Then click the field from Your Fields to properly match it. Same for the next field, click the second field on the mapping area first then match with the next Your Field.

As a result, it should look like this now:

 

 

10. Make sure to click Import Job Status link to view your import status. See the result below:

 

 

Note:

If you want to upload multiple address in one customer record, make sure to follow the steps below:

 

I. Create two CSV  Files with the following formats for each:

1. For the Primary CSV File, Internal ID can be used as the only field. It will appear as follows:

 

 

2. For the Customer Address CSV File, use format below and enter details and add other columns like Address 2, Attention, Override and others, if necessary. Add as many addresses if desired. Note, however,  that only one Address can be marked as Default Shipping and one Address for Default Billing.

 

 

After saving these files as CSV, the Import can now be performed.

 

II. Perform CSV Import.

 

1. Go to Import/Export > Import CSV Records.

 

2. For Scan & Upload CSV File, use details:

---Import Type = Relationships

---Record Type = Customers Only

---Select Multiple Files To Upload

---Select the new file with Internal ID for Primary File.

---Select the Address CSV File for the Customer Address.

---Click Next.

 

3. For Import Options, select Add or Update and click Next.

 

4. For File Mapping, see details:

 

---Select Internal ID on the Primary File Key Function.

---Select Internal ID also on the Column dropdown. This is to map the Internal ID on the Second file to the Primary File.

---Click Next.

 

5. For Field Mapping, please ensure mapping of the following:

 

6. Click Next.

 

7. Enter an Import Map Name for future reference in case you'll be doing another Customer Address Import.

 

8. Click Save & Run.