CSV to NetSuite - Single Data Loader csv to Update Line Attributes for Multiple Transaction Types



  • Tyler Lamparter Principal Product Manager
    Awesome Follow-up
    Top Contributor
    Answer Pro
    Celigo University Level 4: Legendary

    Matthew Morrill unfortunately NetSuite doesn't allow imports to go to the generic "transaction" record type and they require each record type to be explicitly specified. Also, I feel your pain on the NetSuite native csv import lol.


    That being said, I do have a pretty good solution for you. You can use data loader and then have the import step be an api call to a webhook that is sitting on another flow. On that other flow, you would then have a branch to each unique transaction type and you'd be golden. Here is an example of what I mean.

    Also, here is the sample integration zip file: https://drive.google.com/file/d/101f8Xw43UMXlvC4LA2qMmRQWi1pDE5Ui/view?usp=sharing


  • Matthew Morrill

    Tyler Lamparter - This is exactly the type of solution I've been looking for. Thank you! As you can probably tell, I'm an accounting manager and sort of a novice in Celigo. Our C-level is not currently allowing any spend on 3rd-Party integration support, so I've been reading up as much as I can and 'trial & error'ing in Sandbox environments to find solutions. I'd love to become an Integrator.io pro. This middleware is very user-friendly and covers a huge amount of corporate use-cases relevant to Accounting and Financial Reporting.

    I'll revert on this thread with any updates

  • Matthew Morrill

    Tyler Lamparter - I opened a new thread related to the issue I’ve run into. https://docs.celigo.com/hc/en-us/community/posts/18288432359835-Updating-Line-Items-in-NetSuite-Import-with-Error-more-than-one-match-found

    I thought I properly understood the steps to use a child record field as a key field in the matching process, but apparently I haven’t set it up properly. Do you happen to see the issue?


Please sign in to leave a comment.