NetAsset - Data Upload
As part of the initial upload, it may be beneficial to upload asset details in bulk, rather than one by one. This is especially true when there are a large number of assets.
UPLOAD TEMPLATES
Use Case: Netgain has developed basic .csv upload templates that can be used to upload asset details in batch. These steps can be followed to review and obtain information on an existing asset or as a starting point to create a new asset. This can be especially helpful when there is a high volume of assets needing update and loading.
ASSET HEADER DATA UPLOAD (STEP 1)
Use Case: These steps can be followed to review and obtain information on an existing asset or as a starting point to create a new asset. Note that the following fields are always required when importing new assets:
- Name
- Type
- Subsidiary
- Depreciation Method
- Currency
- Status
- In-Service Date
- Useful Life at In-Service
- Capitalized Asset Value at In-Service
- Residual Value Estimate
STEP BY STEP PROCESS
Open the asset header upload Excel template and fill out the asset details for the required header fields prior to attempting to upload
When finished updating the Excel File, save it in a known location as a .csv file
Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetAsset Asset.
Under the CSV files section, click on the Select button and upload the .csv file you saved
Select Next to progress to the Step 2 Import Options
Within the Import Options section, make sure Add is selected and under Advanced Options make sure to turn “Run Server SuiteScript and Trigger Workflows” on to ensure the proper End Date is calculated.
After progressing through File Mapping you will be prompted for Field Mapping
Note that NetSuite tries to directly map all the fields it can recognize. When fields are not recognized, they must be manually matched between the .csv upload file and NetSuite fields. As noted above, ensure that all required fields are properly mapped.
On the final step, be sure to provide an Import Map Name prior to clicking Save & Run so the field mapping can be used again on a subsequent import.
If the fields are mapped correctly and the field contents are formatted the same way the field values are in NetSuite, the upload will show complete and the assets will be available to view in NetSuite.
In the event of a failed upload, review the logs for the specific reasons for the failed load and repeat the steps above.