NetClose - Tasks Upload Template

Overview

Netgain has developed basic upload templates that can be used to upload task details in batch.

Step by Step Process

    1. Fill out the applicable information in the NetClose Task Upload Template
    2. Add or upload Non-Working Days
    3. Complete creation/update of Task Classifications
    4. Prepare the "Task Upload Template" tab as a CSV file for upload
      1. Delete any informational or example rows
      2. When finished updating the Excel File, save it in a known location as a .csv file
    5. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
    6. With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetClose Task
    7. Under the CSV files section, click on the Select button and upload the .csv file you saved
    8. Select Next to progress to the Step 2 Import Options
    9. Within the Import Options section, make sure Add is selected (or Update if doing a bulk update to Amortization Types) and "Run Server SuiteScript and Trigger Workflows" is checked
    10. Select Next to progress
    11. After progressing through File Mapping, you will be prompted for Field Mapping
    12. 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
      1. The recommendation is to match based on Internal ID for applicable fields
    13. If the fields are mapped correctly and the field contents match the field values in NetSuite, select Save & Run or Run as desired
    14. To view the status of the upload, select "Import Job Status" in the Confirmation banner or navigate to Setup > Import/Export > View CSV Import Status
    15. When complete, the status will change to complete and show the records imported successfully
    16. In the event of a failed upload, review the logs for the specific reasons, make necessary updates to the CSV file, and repeat the above steps
    17. For information on adding single tasks in the NetClose UI, reference the NetClose Tasks article
    18. To review, go to NetClose > Lists > Tasks. Please note that tasks will not appear on the Task Board or Task List until tasks have been generated for a period
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