NetLessor Lease Header Data Upload

UPLOAD TEMPLATES

Use Case: Netgain has developed basic .csv upload templates that can be used to upload lease details in a batch. These steps can be followed to review and obtain information on an existing lease or as a starting point to create a new lease. This can be especially helpful when there is a high volume of leases to be updated or created.

LEASE HEADER DATA UPLOAD

Use Case: These steps can be followed to review and obtain information on an existing lease or as a starting point to create a new lease. Note that the following fields are always required with data uploads:

  • Lease Name
  • Lease Type
  • Subsidiary
  • Vendor/Customer
  • Currency
  • Status
  • Commencement Date
  • Initial Payment Amount
  • Lease Term (Months)
  • Economic Life of Leased Asset (Month)
  • Lease Fair Asset Value
  • Lease Asset Carrying Costs
  • Initial Direct Cost
  • Lease Payments

STEP BY STEP PROCESS

  • Open the lease header upload Excel template and fill out the lease details for the required header fields prior to attempting to upload
  • Note that Internal ID should be left blank

                 

  • 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 NetLessor Lease
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 Next to progress to the Step 2 Import Options
  • Within the Import Options section, make sure Add is selected

  • After progressing through Import Options 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.

  • 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.

  • 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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