Data Import Templates

Import Templates for Opening Balance AR and AP

Field	Import Notes	Example Value
Entity ID	NetSuite internal id for the customer / vendor	123243
Currency	ISO currency code for the transaction (e.g., USD, EUR)	USD
Date	Original transaction date	2023-09-30
Memo	Any relevant information for AR/AP teams (e.g., line or header-level details)	Opening balance migration
Due Date	Original due date of the transaction. The date format used should be consistent with the settings in your user account in NetSuite	19/03/2024
Exchange Rate	Original exchange rate from the source system	1.15
Subsidiary	(If using OneWorld) The subsidiary for the customer/vendor	Subsidiary1
Item	Hard-coded to the opening balance item (e.g., "Opening Balance AR/AP")	Opening Balance AR
Amount	Amount of the opening balance bill in foreign currency	5000
Rate	Set to the same amount as the balance	5000
Quantity	Hard-coded to 1	1

You can download the CSV version of this template for use in your migration process here.

View the Google Sheet

NetSuite Customer Import Guide

Standard Fields for Customer Import

The table below outlines the standard fields required for customer data import into NetSuite. These fields cover the essential details needed for each customer, including contact information, addresses, and preferences.

Field	Notes
Category	Category of the customer
Comments	Additional comments on customer
Company Name	The legal or company name of the customer
Credit Hold	Indicates if the customer is on credit hold
Primary Currency	Primary currency used by the customer
Email	Email address of the customer
Email Preference	Customer's preference for receiving emails
Email Transactions	Whether to email transaction details
Name	Customer's name
Internal ID	Internal ID of the customer
Phone	Customer's phone number
Print Transactions	Whether to print transaction details
Ship Complete	Indicates if shipments must be complete
Taxable	Whether the customer is taxable
Web Address	Customer's website
Tax Number	Customer's tax or VAT number
Terms	Payment terms for the customer
Addressee	Addressee for the customer (default billing/shipping address)
Address 1	Customer's primary address line 1 (default billing/shipping address)
Address 2	Customer's address line 2 (default billing/shipping address)
Address 3	Customer's address line 3 (default billing/shipping address)
Attention	Person to whom the communication is addressed (default billing/shipping address)
Town/City	Town or city of the customer (default billing/shipping address)
Country Code	Country code of the customer (default billing/shipping address)
Address Label	Label for the address (default billing/shipping address)
State/Province	State or province of the customer (default billing/shipping address)
Default Billing Address	Indicates if this is the default billing address
Postal Code	Postal code for the customer (default billing/shipping address)

A spreadsheet template is as follows:

https://docs.google.com/spreadsheets/d/e/2PACX-1vQojEVFP0PsrtlB4PRf0bWP49ZheEKrs2LFSh-A_XZanyH-Qh161bIo5w25lqjJFG8d7mfsq1kx6jrV/pubhtml