NetLoan — CSV Upload to Change Fields
Overview
This article explains how to update fields on the NetLoan Loan record using a CSV import. This process is useful when changes are needed after loans have already been imported, or when you realize that incorrect information was brought in during the initial upload. It is best suited for loans in Pending status — once a loan is Active, standard schedule-impacting fields (rate, term, dates) should be updated through Loan Modifications instead. Custom fields unique to your implementation can be updated via CSV at any time, regardless of loan status.
Prerequisites
- Standard NetLoan access with permission to import CSV records in NetSuite.
- The Internal ID of each loan record you need to update (see Step 1 below).
- Knowledge of the Field ID for each field you want to update (visible on the NetLoan Loan record in NetSuite under Customization > Lists, Records, & Fields > Record Types > NetLoan Loan).
Step-by-Step
Top navigation: Setup > Import/Export > Import CSV Records
1. Identify the Internal IDs of the loan records you need to update.
The easiest way is to run a Saved Search on the NetLoan Loan record type, add Internal ID as a results column, and export the results. You can also find the Internal ID of an individual loan by opening the loan record — it appears in the URL as the "id=" parameter.
2. Create your CSV file. The file must include:
An Internal ID column (required — identifies which record to update)
- One column for each field you want to update, with the column header set to the field's Field ID (e.g.,
custrecord_da_loan_name)
Only include the fields you want to change. Any field column omitted from the CSV will be left unchanged on the loan record.
Click on the "Export - CSV" icon from the Saved Search to export the Saved Search to CSV.
3. Navigate to Setup > Import/Export > Import CSV Records.
4. Set Import Type to Custom Records, then select NetLoan Loan from the Record Type dropdown.
5. Upload your CSV file by clicking Select.
6. Click Next.
7. On the Import Options step, under Data Handling, select Update.
8. Optional — Advanced Options: If you want to prevent NetLoan's scripts from automatically recalculating schedule values or triggering workflows during the import, click Advanced Options and uncheck Run Server SuiteScript and Trigger Workflows.
This is useful when updating informational or custom fields where you don't want any downstream script logic to fire.
If you do not want to prevent NetLoan's scripts from automatically recalculating schedule values or triggering workflows, check Run Server SuiteScript and Trigger Workflows.
9. Click Next.
10. On the Field Mapping step, map:
- Your Internal ID column → Internal ID
- Each data column → its corresponding loan record field
If a field does not appear in the mapping dropdown, check whether its Display Type is set to Disabled on the field definition. Fields with a Disabled display type are hidden from the import mapping list. You would need to temporarily change the display type to make it available.
11. Click Next to review the import summary, then click Run to execute.
12. Optional — If you are planning to perform multiple CSV uploads, you can save the Import Map by populating the Import Map Name field and then click Save & Run. This will save the Field Mapping for future use and run the CSV upload.
13. Click on the Import Job Status link to view the Results.
14. When the import is complete, confirm that there are no errors by download the CSV Response file. Open one or two of the updated loan records to verify the field values are correct.
Considerations
Loan status matters for standard fields. This process is intended for loans in Pending status when updating schedule-related fields such as Origination Date, Maturity Date, Loan Term, or Interest Rate. Once a loan is Active, those fields should be updated through Loan Modifications to ensure the schedule recalculates correctly. Custom fields can be updated via CSV at any time.
Fields with Display Type = "Disabled" won't appear in the mapping list. If you need to update a field that doesn't appear as an option during import mapping, check the field's Display Type setting. Changing it temporarily (even to "Inline Text") will make it available in the mapping dropdown. Remember to change it back after the import if needed.
Skipping script execution. Unchecking Run Server SuiteScript and Trigger Workflows can be useful for targeted field updates where you want to avoid triggering automatic recalculations. Use caution with this option on fields that normally drive schedule generation, as it may leave the schedule out of sync.
Review CSV Response File. Always review the CSV Response file after the import. NetSuite will report any rows that failed, along with the reason. A common cause of failure is a mismatched or invalid field value for a dropdown or list field.
Related Articles
- NetLoan — Loan Modifications — Use for schedule-impacting changes on Active loans instead of CSV upload.
Record Structure
NetLoan Loan Record — Commonly Updated Fields via CSV
| Field Name | Field Type | Description | Example | Field ID |
|---|---|---|---|---|
| Loan Name | Text | The name or reference number of the loan. | LN0001 | custrecord_da_loan_name |
| Origination Date | Date | The date the loan originated. Affects schedule calculations — update via CSV only on Pending loans. | 01/15/2026 | custrecord_da_loan_origination_date |
| Maturity Date | Date | The date the loan is scheduled to be fully paid off. Update via CSV only on Pending loans. | 01/15/2031 | custrecord_da_loan_maturity_date |
| [Custom Fields] | Varies | Any custom fields added to the NetLoan Loan record. Can be updated via CSV regardless of loan status. | Varies | Varies |
