NetSuite CSV Import Emailer Installation and User Guide

by Ben Galvin in , August 30th, 2022

The CSV Import Emailer bundle allows you to schedule imports in NetSuite via email. A sender would simply need to include the desired date and time of the import, the import template they wish to use, and the csv file to import in the body of the email and NetSuite will automatically schedule and execute the import on the specified date and time. Follow the steps outlined below to set up and use the Import Emailer.

Expected Setup Time: 1-2 Hours

Perfect Scenario Integration Setup Time: 30 Minutes

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Prerequisite: Bundle Provisioning

Before you can begin the installation process, the CSV Import Emailer bundle will need to be provisioned to your NetSuite account. In order for the bundle to be provisioned, you will need to provide to Anchor Group your NetSuite Account ID. If you do not know your NetSuite Account ID, you can navigate to SETUP > COMPANY > COMPANY INFORMATION and then find the field on the page labeled ACCOUNT ID. This will be the number you need to provide to Anchor Group. Check your inbox to see if you have already received an email requesting your NetSuite Account ID or contact support now.

navigating to the company information page to find the NetSuite Account ID

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Step 1: Search and Install Bundle

The first step after the bundle is provisioned to your NetSuite account will be to install the bundle to your NetSuite account.

Navigate to CUSTOMIZATION > SUITEBUNDLER > SEARCH & INSTALL BUNDLES

navigating to the search and install bundles page

Search for Bundle ID in Keywords Field: 413963 or CSV Import Emailer

search results for csv import emailer

Select the hyperlink for the CSV Import Emailer which will bring you to the bundle overview page to prepare for an installation.

Click on the INSTALL button.

csv import emailer bundle details

This will bring you to the Bundle Preview and require you to select INSTALL BUNDLE.

csv import emailer bundle install button

You will likely get a popup asking you to confirm that you want to install the bundle. Click OK.

approval popup to confirm the bundle installation

At this point, the Mailchimp bundle will begin installing into your NetSuite environment. You will be brought to a list of your installed bundles where you can see the status of your Mailchimp connector installation. Click REFRESH until you see that the STATUS has a checkmark.

csv import emailer highlighted in the installed bundle list

If you do not see a checkmark within 10 minutes. Please contact Anchor Group for support.

CONGRATS! Your CSV Import Emailer is now installed in your NetSuite environment. Now it's time to do a short configuration.

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Step 2: Set Up the Import Emailer Configuration Wizard

The next step to getting your CSV Import Emailer configured is to setup the Import Emailer Configuration Wizard. You can find the record by searching "page: import emailer configuration wizard" OR navigate to CUSTOMIZATION > LISTS, RECORDS, FIELDS > RECORD TYPES, find the Import Emailer Configuration Wizard and click List.

Note: Do not create a new configuration wizard, there is already an existing record that you simply need to edit.
finding configuration wizard page
records list with import emailer configuration wizard highlighted

On the configuration wizard list, click Edit.

import emailer configuration wizard list showing edit button

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Configuration Wizard Fields

import emailer configuration wizard page

Enter your desired values into the fields on the configuration wizard, each field comes with a description to help you understand its purpose, simply hover your curser of the field display name. For additional information, see the list of fields configuration wizard fields below:

Inactive: Check this box if you wish to make this record inactive – making the record inactive will prohibit the import emailer from being useable.

Use Sender Email To Determine Template: checking this box allows NetSuite to automatically determine the Import Template to be used based on the email address of the sender. You will specify which template an email account uses on the Import Template Record (see Creating an Import Template) this box will cause the body of the import request emails to be ignored and all csv import requests submitted via email will be imported immediately upon reception .

Note: You will also need to check the same field on the Scheduled Imports Today script's parameters (see Scheduled Imports today Script).

User To Alert If An Unknown Address Requests An Import: Select a person to receive emails if an unauthorized email address attempts to submit an import (i.e. if there name is not contained in the List Of Entities Allowed To Import field).

Recipient Of Possible Error Messages: Choose one or more recipients to receive all error messages relating to the bundle. Best practice is to add someone in this field who can read code because the detailed error messages may be written in code.

Also Send Detailed Error Messages To Requester: If checked, the sender of the import request email will also receive any error messages relating to their specific import request.

Author Of Error Messages: Choose the account to be listed as the sender of any error messages that are sent. This field is required because NetSuite's emails require a sender to work.

List of Entities Allowed To Import: This field contains the list of all entities that are allowed to submit scheduled email import requests. List all entities that you want to give this permission to; the email account that is associated with the entity in NetSuite will be the email address that is allowed to submit requests.

Note: Use discretion when adding entities to this list, once added, an entity on this list will be able to create an import of any kind.

Require Approval For Email Imports: If checked, this field will cause all email import requests to require approval before execution. This process will need to be defined by you, you could use a workflow, manually change the records to be approved, etc. To proceed with the import, the Scheduled Import Record needs to display "Approved" in the Approval Status field. If left unchecked, all import requests received from approved email addresses will automatically be marked "Approved".

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Finding the NetSuite Generated Email Capture Address

In order to submit import requests via email, you will need to find the email capture address, to do this go to CUSTOMIZATION > PLUG-INS > MANAGE PLUG-INS.

finding the managed plugins page: customizations > plug-ins > manage plug-ins

Check the CSV Email Import box and copy the email listed below it; this is the email that you will address your requests to.

csv email import checkbox and email capture address on the manage plugins page

Then, save the record.

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Step 3: Updating the Scheduled Imports Today Scheduled Script

There have been some issues with the scheduling of the script Scheduled Imports Today.

The script deployment customdeploy_scheduled_imports_today may require some changes. To check the script deployment, go to CUSTOMIZATION > SCRIPTING > SCRIPTS, and find the Scheduled Imports Today script and click View.

navigating to list of scripts: customization > scripting > scripts

Under the Deployments tab, click on the deployment Scheduled Imports Today.

navigating to script and viewing deployments

Under the Schedule tab, ensure that the schedule is set to:

  • Daily Event: Repeat every 1 days
  • Start Date: Any date that is in the past so that the script is set up to run
  • Start Time: This can be whatever you time you wish the script to begin running, by default it is set to 12:00am
  • Repeat: Every 15 minutes
  • No End Date: Checked

Save the script deployment.

script_deployment_schedule_tab

Under the Parameters tab, check the User Email To Determine Template if you wish to use this feature. For more information on this feature, see the Configuration Fields and Creating an Import Template sections.

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Step 4: Saved CSV Import Records

To use the CSV Import Emailer, you will need to use a saved CSV import record that uses the desired mapping for the import that you wish to schedule. To view existing saved CSV imports, navigate to SETUP > IMPORT/EXPORT > SAVED CSV IMPORTS.

navigation to saved CSV imports

Find the saved CSV import you wish to use and take note of the ID of that record, you will need this when you create your Import Template Record.

List of saved CSV imports
Note: Ensure that the CSV file you will be using contains the mapping required by your saved CSV import record. To view the mapping of a saved CSV import record, find your desired record and under the Field Map column (shown above) click View.

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Creating a New CSV Import Record

If you do not already have a saved CSV import record that fits your import needs, you can create a new one by going to SETUP > IMPORT/EXPORT > SAVED CSV IMPORTS. Click New and use the import assistant to create your new saved CSV import record.

Note: When following the import assistant to create a new saved CSV import record, you will need to attach a CSV file to create the record. At step five of the import assistant you can save the record instead of saving and running the import, this method will allow you to use the same CSV file that you wish to schedule for an import to create the record without running the import immediately.

You can also use a CSV file that does not contain the correct mapping, you will not be able to go through with the import but you will still be able to save the saved CSV import record and use it in your scheduled import.

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Step 5: Creating an Import Template Record

The last step in the set up process of your CSV import emailer is to create an Import Template Record that you will reference when creating your scheduled CSV import request. Navigate to CUSTOMIZATION > LISTS, RECORDS, FIELDS > RECORD TYPES, find IMPORT TEMPLATE and click New.

menu: customization > lists, records, fields > record types. Click on New Record
Import Template Record with Name and ID fields
  • In the Name field: enter the name you wish to use to identify the import Template Record by; this should be a short name that describes the type of import and sets the template apart from other templates.
  • In the Saved Import Internal Id field: enter the internal id of your desired Saved CSV Import Record (SETUP > IMPORT/EXPORT > SAVED CSV IMPORTS)
  • Check the Inactive box if you wish this import template record to be inactive
  • Sender Email field: Only enter an email into this field if you are using the Use Sender To Determine Template function. If you are using this function and you enter an address in this field, only that email address will be able to submit requests for imports using this template. Note that if you are using the Use Sender To Determine Template function, when requests are received, the body of the request email will be ignored by NetSuite and imports will be executed immediately instead of on a schedule. To use this function, check the Use Sender Email to Determine Template box on both the configuration wizard (see Set Up the Import Emailer Configuration Wizard) and on the Scheduled Imports Today script deployment (see Updating the Scheduled Imports Today Scheduled Script). If you are not using this function, leave this field empty.

Save the Import Template Record.

You can now use this template in your email submissions by including the internal id in your email's body. To view all of your import template records, go to CUSTOMIZATION > LISTS, RECORDS, FIELDS > RECORD TYPES, find the record called IMPORT TEMPLATE and click List. The value in the Internal Id column is the value you will include in the body of your request email to associate your CSV file with the desired import type.

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Step 6: Creating a Scheduled CSV Import Email Request

The best way to submit a scheduled import request is via email. To begin, you will need to find the NetSuite generated email capture address (see Finding the NetSuite Generated Email Capture Address).

Note: We recommend that you do not create scheduled imports manually in NetSuite, use the emailer instead.
  1. Login to an email account that is associated with one of the entities in NetSuite that is listed on the Import Emailer Configuration Wizard in the List Of Entities Allowed To Import. Sending an email from an account that is not associated with an entity listed in this field will result in an error response and the request will not be submitted.
  2. Compose a new email and paste the email capture address (the one obtained previously from the manage plugins page) into the recipients field.
  3. The subject line of the email does not affect your request; you may set this to whatever you want it to be.
  4. The body of the email is where all of the information that is required for the creation of your scheduled CSV import will be listed. The formatting of this email is important, see the format below.
  5. Attach your CSV file to the email. Ensure that the fields in your CSV file match the field mapping required for your saved CSV import record.
  6. Send the email.

Remember that the maximum number of and size of files that you can include in one submission will vary based on the NetSuite instance and record type. We suggest you include no more than 10 files per scheduled import record. If the file is large (5,000+ lines), we suggest attaching only a single file. When importing multiple large files, we suggest using separate import requests for each one.

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Email Body Format

Composed email with correct formatting for scheduled CSV import request

Date to Import: This is the date one which you want the import to be executed. The date must be formatted D/M/Year. The date should contain no leading zeros for single-digit days or months.

Hour to Import: The 24-hour format at which your import should be executed. The time is dependent upon the host NetSuite environment clock, be careful to avoid submitting an import request that is scheduled to occur in the past.

Import Template Record Internal Id: The Id of the import template record that matches the type of import you are attempting to create. This is NOT the Id of the saved csv import that you wish to use, rather, the import template record that you created previously to associate with that saved csv import.

Notes: Any notes you wish to include on the schedule import record, these will be visible in the list view of the scheduled import records as well as on the individual record itself. You may also leave this section blank if you wish. 

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Step 7: Verifying Import Email Requests

In order to see if your email request has been submitted successfully, type “page: scheduled import” into the global search.

If your submission has gone through successfully, this page should appear and take you to a list of all your scheduled imports, check to see that the information is correct. If the import does not appear in this list, check your email for an error message (this assumes you have set the configuration wizard to send error messages to the sender). Once the Import has been executed a time stamp should appear in the Import Timestamp column.

Verify that the import has worked by navigating to Setup > Import/Export > View CSV Import Status.

navigation path to find the csv import status

Locate your import’s job, you can filter by date and find your job’s name, and verify that the import has worked correctly. Additionally, navigate to the records you have updated or added and verify that the changes are as expected.

list of import jobs and their statuses

Your CSV Import Emailer is now ready for use!


Get stuck in a step during this article?

We like to update our articles to make sure they help resolve any difficulties you are having. If you are having trouble with this self-install process, or if you are experiencing any issues with your CSV Import Emailer, please contact Anchor Group via the website contact page, or call our direct sales team at (608) 575-9053.

 
 

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