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NetSuite App

CSV Import Scheduler

A Data Management Solution for NetSuite ERP

Have you ever had to stay late at the office in order to import data to NetSuite at the right time? With this NetSuite extension, you can prepare CSV imports ahead of time and set them to run exactly when you need them to. Schedule these imports from inside the NetSuite user interface, or even via email!

NetSuite CSV Import Scheduler showing document being imported to netsuite ui

Schedule NetSuite CSV Imports

(In Just 5 Easy Steps)

Almost any company that uses NetSuite will have data that needs to be imported at a specific time. Make the process easier by scheduling those data imports!

CSV Importer Installation Guide

NetSuite Solution Features

  • Schedule CSV imports to run at specific times
  • Create custom import template records
  • Schedule a CSV import in NetSuite UI or via email
  • Setup custom alerts in the Email Configuration Wizard
  • Schedule multiple imports to run at the same time
  • Include multiple files in a single import
  • Unique template record IDs help increase data security

Business Use Cases

  • Import employee records
  • Change item prices on a schedule
  • Schedule CSV imports to run at specific times
  • Allow authorized personnel to schedule imports via email
  • Make data updates happen even when the office is empty

Learn More About the CSV Import Scheduler Solution

Easy Template Setup

There is some initial setup required before you can start scheduling imports inside of NetSuite.

Refine your company's data management processes by creating different import template records for individual use cases.

Simply create a saved CSV import that fulfills your needs for a given use case, and use that to build an import template record.

Once a template record has been created, it's ready to be used for scheduled imports!

Schedule in NetSuite

Once your import template records have been created, you can schedule an import from inside your NetSuite system at any time!

Depending on your use case, you may want to attach multiple CSV files to the same import, or even schedule multiple imports to run at the same time.

Have specific notes that you want to add to your scheduled import? Simply add your comments in the space provided, and they will be visible in the scheduled import list.

Learn More About Our NetSuite CSV Import Scheduler

Schedule Data Imports via Email

Scheduling imports inside of NetSuite is great, but this is where we really bring data management up to the next level! With importing via email, authorized individuals can create scheduled data imports to your NetSuite account, even if they don't have a NetSuite login.

Easiest Import Ever!

Have an employee or business partner whose only task in your NetSuite account is importing data? Free up a NetSuite license by having them schedule data imports via email!

Worried about data integrity? Don't be! You can protect your data by only sharing specific import template IDs with the people who need them.

Think you made a mistake on your scheduled import email? Don't worry! You can always go back and review your scheduled imports in NetSuite.

Utilize Emailer Alerts

Being able to schedule imports via email is extremely handy! But, it requires a few extra security measures.

The Emailer Configuration Wizard allows you to extend email import permissions to specific people, and it enables you to determine who will be notified if an unauthorized person tries to create a scheduled import via email.

Do you have someone on your team who you want fielding other possible error messages? You can assign that through the Emailer Configuration Wizard too!

Learn More About Scheduling Imports via Email

Product Details

Type

SuiteScript

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Bundled?

Yes

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Category

Data Management

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Customizable?

Yes

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Ratings

# of Ratings: 5 Total Rating: 5

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Your Trusted Partner for ERP and Ecommerce

Sam Galvin is great to work with, has an adaptable approach and has delivered great results for us with our SuiteCommerce projects over the past few years.

Aiden Evans

Google Review

Colin was outstanding supporting us! We're very happy we worked with Anchor and highly recommend Colin's expertise and knowledge as well as The Anchor Group. Thank you!

AnneMarie Peachey

Google Review

I really wish we had grabbed a copy of your book last Summer when we started evaluating ERP / ECom solutions. You cover in the first few pages what took us months to figure out on our own.

Cory

Sales Manager

Danielle Geggis Perfume Price 2

I’ve had the pleasure of working with Dom Meyer from Anchor Group on several NetSuite implementation projects, and I can't say enough good things about him.

Danielle Geggis

Google Review

Danielle Hillebrand Forney Industries

Anchor has always been in our corner to help with any issues or questions that have arisen related to our system. They're truly industry experts and a team you can trust.

Danielle Hillebrand

Executive Coordinator & PM / Forney Industries

Evan Sturman Medical Innovations

We're really lucky to have this proprietary software you built for us. I've mentioned it to several people in our industry, and they’re a little jealous, which I’m kind of happy about.

Evan Sturman

CEO / Medical Innovations

Anchor Group is an awesome company to use for NetSuite development. I had the pleasure to work with Grant Steele and his team on setting us some automation projects and they were great!

Jamie Davison

Operations Manager / Altus Brands

They’ve helped us diagnose and resolve a wide range of system issues, both routine and high stakes, with speed, clarity, and minimal disruption to our business.

Jay Thompson

Google Review

Everything is integrated, and you can tie the information into forms, make sure it’s communicated to your sales team, and automate the follow-up, all through customization that starts with a very versatile SCA site.

Lindemann Chimney Supply

Kevin and the team at Anchor Group are great. I enjoyed working with them this past year and all the projects we were able to push out in NetSuite.

Manda Bigelow

Google Review

They always give incredible insights and don’t blindly follow our approach. They give us varied options on how we can get the functionalities we want based on our budget.

Omar Sader

Systems Administrator / Perfume Price

Scott Gersten On Time Supply

Dom / Caleb / Alex have been amazing for me! Night and day difference from NetSuite employees. Responsive, understanding, and smart. I consider them an integral part of my team!

Scott Gersten

Google Review / Ontime Supply

With the solution they have provided, we have been able to save approx. 40+ hours a week on manual data entry and can now have staff focus on other/more critical tasks.

Seth Rossi

Systems Coordinator / FireKing Baking Company

If I could give more than 5 stars, I would. Whether you're facing a major system emergency or looking for long-term NetSuite support, Anchor Group is the team you want in your corner.

Taylor Patton

Google Review / Spike Brewing

Need something a little different?

If you’re not seeing the exact fit you need, no worries—we also build affordable custom solutions to fit your business, your workflows, and the way your team actually works.

Reach out and let’s build a solution that fits like it ought to.

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