Keeping track of your customers is one of the most important aspects of your ERP system. If you find yourself needing to import a new list, whether acquired at a tradeshow or through a merger, you'll need a routine to ensure that your process produces dependable results.
Our latest NetSuite Tutorial Video is focused on the Import of Customers with a master CSV file. In this session, we take a step by step approach to creating a customer CSV import routine in NetSuite.
In this NetSuite Tutorial, you'll learn:
- Choose Import Types
- Add and Update NetSuite Records
- Map Your Import Fields
- and How To Review Your Customer CSV Imports
Join Business Solution Partners for 12 Minutes as we dive deep into the Customer CSV File.
Whether you are just getting started at a new company, recently received a promotion, or simply need to learn some new skills for your shifting job role, tackling NetSuite for the first time can be daunting. But keep in mind - even the most skilled NetSuite admin was a newbie at one point in their career.
Everyone starts out a NetSuite neophyte. It's up to you to build up your skills to master the platform for your job role. Business Solution Partners is here to help with our ever expanding library of tips and tricks for NetSuite.