NetLessor Lease Component Payment Upload

Overview

Use Case: The most common type of sublist uploads for lease records is for payment schedule where amounts to be received on a monthly basis for a lease vary from month to month.

STEP BY STEP PROCESS

  • Open the Excel file with column headers for the relevant fields to upload.
  • Complete the Excel file with all relevant content to upload
  • The Lease ID will be the system-generated ID assigned with the first upload (or via manual Lease Record creation)

                 

  • In column C concatenate the Lease ID and Lease Name using the concatenate formula (=concatenate(A2,” “,B2) > this formula brings the two field values together with a space in between)
  • When the formula has been copied down to all lines of the upload template, copy those fields and paste as values

  • Once the Excel File is complete, 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 NetLessor Lease Payment

Start reading here when coming from the article "Transition From Sandbox to Production"
  • Under the CSV files section, click on the Select button and upload the .csv file you saved


  • Select the Add or Update button under Import Options

  • 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. The fields should map from the .csv file as follows:
    1. Payment Date > NetLessor Lease Payment Amount: Lease Component Payment Effective Date
    2. Payment Amount > NetLessor Lease Payment Amount: Lease Component Payment Amount
    3. Lease ID > NetLessor Lease Payment Amount: External ID

  • If the fields are mapped correctly and the field contents match the field values in NetSuite, the upload will show complete and the leases will be available to view in NetSuite with Lease Payment Amounts on the Payments subtab
  • In the event of a failed upload, review the logs for the specific reasons for the failed load and repeat the steps above
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