NetLease - Data Cleaning Checklist for CSV Uploads
Overview:
This guide provides step-by-step instructions for preparing CSV templates before importing into NetSuite’s native CSV import tool. Following this checklist helps prevent common formatting, validation, and mapping errors, ensuring a smoother import process.
1. Clean Up the Template
Save the final template as a CSV file.
Delete the following:
The first row (e.g., “Primary Information”)
Example rows between headers and actual data
All rows and columns after the data
All unused TBD columns
All unused and empty unrequired columns (Residual Value Estimates is required and should be populated with 0s instead of being deleted)
Any “Notes” columns added for review purposes (assuming these should not be added to the asset records)
Unhide any hidden rows or columns before saving.
Delete any blank rows that interrupt the data—imports will stop reading once they hit an empty row.
2. Formatting & Data Validation
Ensure all non-date columns (including numeric ones like Cost, Residual Value, and Useful Life) are set to General format, not Number or Accounting. There should be no commas.
Confirm all Lease Types match what’s configured in the NetSuite environment (from Types and Chart of Accounts templates).
Lease Types should be uploaded/input before uploading the asset records. Since the records have a reference to the Lease Type, those need to already exist at time of upload.
Verify Internal IDs have been provided (and match) for:
Subsidiary
Vendor
Department
Class
Location
Attempting a CSV import using External IDs will likely cause errors. Change the reference to internal IDs using a VLOOKUP or XLOOKUP formula in Excel.
Confirm the Status column is set to Pending.
Ensure Lease Term (months) are in months and entered as integers.
Verify that no cells are blank where there should be 0's (e.g. initial lease payment, prepaid lease payment, initial direct costs, lease incentives).
Check formulas:
If formulas were used to populate Internal IDs or convert Lease Term from years to months, copy and paste as values before saving.
Reconfirm formatting is set back to General.
Ensure any custom fields are created/configured in the NetLease instance before uploading.
3. Field-Specific Validations
For NetLease:
Verify Commencement Date < End Date.
Ensure Residual Value fields use 0s (not blanks or text like “N/A”).
4. Currency & Date Checks
Currency: Open a blank lease record in NetSuite to confirm the currency abbreviation used (e.g., USD vs US Dollar vs USA).
Date Format:
Check NetSuite date format under Home > Set Preferences > Formatting > Date Format to ensure consistency with your CSV (e.g., MM/DD/YYYY vs DD/MM/YYYY).
5. Import Mapping Tips
Verify that CSV column headers exactly match the field labels used in your saved import mapping.
If all columns appear on one long line during import, change the delimiter to “comma (,)" on the first import setup page.
Character limits:
Lease Names and Notes cannot exceed 300 characters.
6. Upload & Performance Guidance
Optional (Recommended): Import a small sample (1–2 records per Lease Type) first, especially with new mappings.
If you have a high volume of assets, and are experiencing slow processing times, you might consider reaching out to your NetSuite consultants to discuss SuiteCloud Plus licenses.
After import, review the Import Job Status page to confirm all rows processed successfully.
Final Tip:
Double-check field names, confirm Internal IDs, and ensure no blanks, hidden data, or formulas remain. Clean data upfront can save hours of troubleshooting post-import.
