NetCash Automation Rules - Importing entity mappings via CSV
Overview
When many Entities need an alias, the NetCash Entity Mapping records can be uploaded in bulk with NetSuite's CSV Import instead of adding each row in NetCash > Setup > Entity Mapping. Each row in the CSV becomes one Entity Mapping. For how aliases are used, see NetCash Automation Rules - Merchant to Entity Alias Mapping.
Prerequisites
- A NetSuite role with access to CSV Import and permission to create NetCash Entity Mapping records.
- The Entities already exist in NetSuite.
- The internal ID of each Entity. To see internal IDs, enable Show Internal IDs in your NetSuite preferences (Home > Set Preferences).
Prepare the CSV file
The file needs one row per Entity and these columns:
| Column | Required | Description |
|---|---|---|
| Name | Yes | A unique name for the mapping record. Use a number. When adding entity mappings manually, the system assigns a number automatically. |
| Entity | Yes | The NetSuite Entity the alias belongs to. Use the Entity's internal ID. The Entity name also works if it matches the name in NetSuite exactly. |
| Entity Alias | Yes | The value the Entity appears as in the Merchant field of your bank transactions. To add more than one alias, separate each value with a comma and wrap the whole cell in quotes. |
| Inactive | No | Enter T to import the mapping as inactive. Leave blank to import it as active. |
Example:
| Name | Entity | Entity Alias | Inactive |
|---|---|---|---|
| 1 | 245 | Zoom Pro | |
| 2 | 318 | "3M, MMM" | |
| 3 | 412 | Old Vendor Name | T |
Use internal IDs for Entities
Internal IDs avoid mismatches when two Entities share a similar name, such as a customer and a vendor with the same name.
Import the file
- Save the file as a .csv.
- Navigate to the Import Assistant: Setup > Import/Export > Import CSV Records.
- Set Import Type to Custom Records and Record Type to NetCash Entity Mapping.
- Select your .csv file.
- On Import Options, make sure Add is selected (if uploading new records) and Run Server SuiteScript and Trigger Workflows is checked.
- On Field Mapping, NetSuite maps the fields it recognizes. Manually map any fields it does not recognize.
- Map Entity by Internal ID if your file uses internal IDs. Click the pencil to the left of the mapping to change it to Internal ID.
- Map Entity by Internal ID if your file uses internal IDs. Click the pencil to the left of the mapping to change it to Internal ID.
- Run the import.
- To check the status, select Import Job Status in the confirmation banner or navigate to Setup > Import/Export > View CSV Import Status.
- When the status is Complete, review the records imported successfully. If the import fails, review the logs for the specific reasons, update the file, and repeat the steps.
- To confirm the mappings, navigate to NetCash > Setup > Entity Mapping.
Updating existing mappings
To change mappings that already exist, include the Internal ID of each NetCash Entity Mapping record in the file and select Update on Import Options. The Entity Alias value in the file replaces the existing value, so include every alias you want to keep.
