The CSV Import Emailer bundle allows authorized users to schedule NetSuite csv imports via email or directly from the NetSuite UI.
Follow the steps outlined below to set up and use the Import Emailer.
Expected Setup Time: 1 - 2 hours
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Prerequisite: Bundle Provisioning
Before you can begin the installation process, the CSV Import Emailer bundle will need to be provisioned to your NetSuite account. In order for the bundle to be provisioned, you will need to provide to Anchor Group your NetSuite Account ID. If you do not know your NetSuite Account ID, you can navigate to SETUP > COMPANY > COMPANY INFORMATION and then find the field on the page labeled ACCOUNT ID. This will be the number you need to provide to Anchor Group. Check your inbox to see if you have already received an email requesting your NetSuite Account ID or contact support now.
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Step 1: Search and Install Bundle
The first step after the bundle is provisioned to your NetSuite account will be to install the bundle to your NetSuite account.
Navigate to CUSTOMIZATION > SUITEBUNDLER > SEARCH & INSTALL BUNDLES
Search for Bundle ID in Keywords Field: 413963 or CSV Import Emailer
Select the hyperlink for the CSV Import Emailer which will bring you to the bundle overview page to prepare for an installation.
Click on the INSTALL button.
This will bring you to the Bundle Preview and require you to select INSTALL BUNDLE.
You will likely get a popup asking you to confirm that you want to install the bundle. Click OK.
At this point, the bundle will begin installing into your NetSuite environment. You will be brought to a list of your installed bundles where you can see the status of your bundle installation. Click REFRESH until you see that the STATUS has a checkmark.
If you do not see a checkmark within 10 minutes. Please contact Anchor Group for support.
CONGRATS! Your CSV Import Emailer is now installed in your NetSuite environment. Now it's time to do a short configuration.
Before configuring the bundle, you can review our demo videos on how to use this product here: Schedule NetSuite CSV Imports
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Step 2: Set Up the Import Emailer Configuration Wizard
The next step to getting your CSV Import Emailer configured is to setup the Import Emailer Configuration Wizard. You can find the record by navigating to CUSTOMIZATIONS > CSV IMPORT EMAILER > CONFIGURATION WIZARD
Note: Do not create a new configuration wizard, there is already an existing record that you simply need to edit.
On the configuration wizard list, click Edit.
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Configuration Wizard Fields
Enter your desired values into the fields on the configuration wizard, each field comes with a description to help you understand its purpose, simply hover your curser of the field display name. For additional information, see the list of fields configuration wizard fields below:
Entities Allowed To Import: This field contains the list of all entities that are allowed to submit scheduled email import requests. List all entities that you want to give this permission to; the email account that is associated with the entity in NetSuite will be the email address that is allowed to submit requests.
Require Approval For Email Imports: Check this box to require approvals for scheduled imports. Imports that are marked as Pending or Denied at their scheduled import time will not be imported by the script.
Approvers can use the Scheduled Imports Pending Approval saved search to manage import request approvals.
Use Sender Email To Determine Template: Checking this box causes the system to immediately process all import requests sent via email.
When this feature is on, you can only create one import template for each user and scheduled imports cannot be requested via email. The system finds the Import Template that has the same email address as the requester's from address and uses that template for the import.
If you want users to submit scheduled import requests via email, leave this box unchecked.
Note: Scheduled imports may still be created in the NetSuite UI.
Recipient of Unauthorized Import Request Alert: Select any users that should receive detailed email alerts if an unrecognized email address attempts to send an import request. The email contains the sender's information and the information they were attempting to send.
Recipient of Error Messages: Enter the email addresses of anyone who should receive potential error messages originating from this plugin.
Author Of Error Messages: Enter the user that should appear as the sender of error messages.
Send Detailed Error Messages To Requester: Check this box if you want the person requesting an import to receive detailed error messages if they occur.
Note: Use discretion when adding entities to this list, once added, an entity on this list will be able to create an import of any kind so long as they have the email capture address.
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Finding the NetSuite Generated Email Capture Address
In order to submit import requests via email, you will need to find the email capture address, to do this go to CUSTOMIZATION > CSV IMPORT EMAILER > EMAIL CAPTURE ADDRESS.
Check the CSV Email Import box and copy the email listed below it; this is the email that you will address your requests to.
Then, save the record.
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Step 3: Updating the Scheduled Imports Today Scheduled Script
The script deployment customdeploy_scheduled_imports_today may require some changes. To check the script deployment, go to CUSTOMIZATION > CSV IMPORT EMAILER > SCRIPTS, and click View.
Under the Schedule tab, ensure that the schedule is set to:
- Daily Event: Repeat every 1 days
- Start Date: Any date that is in the past so that the script is set up to run
- Start Time: This can be whatever you time you wish the script to begin running, by default it is set to 12:00am
- Repeat: Every 15 minutes
- No End Date: Checked
Save the script deployment.
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Step 4: Creating an Import Template Record
The last step in the set up process of your CSV import emailer is to create an Import Template Record that you will reference when creating your scheduled CSV import request. You can create these from the Configuration Wizard under the Templates/Import Requests tab:
Use the New Import Templates button while in view or edit mode on the Configuration Wizard:
- In the Name field: enter the name you wish to use to identify the import Template Record by; this should be a short name that describes the type of import and sets the template apart from other templates.
- In the Saved Import Internal Id field: enter the internal id of your desired Saved CSV Import Mapping (SETUP > IMPORT/EXPORT > SAVED CSV IMPORTS)
Note: Ensure that the CSV file you will be using contains the mapping required by your saved CSV import record. To view the mapping of a saved CSV import record, find your desired record and under the Field Map column (shown above) click View.
- Sender Email: Only enter an email into this field if Use Sender To Determine Template is checked on the Configuration Wizard. If you are using this function and you enter an address in this field, only that email address will be able to submit requests for imports using this template.
Save the Import Template Record.
You can now use this template in your email submissions by including the internal id in your email's body.
Note, you can also create import template records inline by clicking Edit on the Configuration Wizard:
To save each new line, click Save on the Configuration Wizard.
Step 6: Creating a Scheduled CSV Import Request
Creating an Import Request Via Email
- Login to an email account that is associated with one of the entities in NetSuite that is listed on the Import Emailer Configuration Wizard in the List Of Entities Allowed To Import. Sending an email from an account that is not associated with an entity listed in this field will result in an error response and the request will not be submitted.
- Compose a new email and paste the email capture address (the one obtained previously from the manage plugins page) into the recipients field.
- The subject line of the email does not affect your request; you may set this to whatever you want it to be.
- The body of the email is where all of the information that is required for the creation of your scheduled CSV import will be listed. The formatting of this email is important, see the format below.
- Attach your CSV file to the email. Ensure that the fields in your CSV file match the field mapping required for your saved CSV import record.
- Send the email.
Remember that the maximum number of and size of files that you can include in one submission will vary based on the NetSuite instance and record type. We suggest you include no more than 10 files per scheduled import record. If the file is large (5,000+ lines), we suggest attaching only a single file. When importing multiple large files, we suggest using separate import requests for each one.
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Email Body Format
Date to Import: This is the date one which you want the import to be executed. The date must be formatted D/M/Year. The date should contain no leading zeros for single-digit days or months.
Hour to Import: The 24-hour format at which your import should be executed. The time is dependent upon the host NetSuite environment clock, be careful to avoid submitting an import request that is scheduled to occur in the past.
Import Template Record Internal Id: The Id of the import template record that matches the type of import you are attempting to create. This is NOT the Id of the saved csv import that you wish to use, rather, the import template record that you created previously to associate with that saved csv import.
Notes: Any notes you wish to include on the schedule import record, these will be visible in the list view of the scheduled import records as well as on the individual record itself. You may also leave this section blank if you wish.
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Creating an Import Request in NetSuite
The second way in which you can create a scheduled import request is by creating a scheduled import in NetSuite. To do this, a user must be able to log into the NetSuite environment in which the import is to take place. Using this method to create scheduled imports allows you to import files directly from your File Cabinet or from your computer.
You can create Scheduled Imports on the Configuration Wizard in the Scheduled Imports tab under Templates/Import Requests. Click the New Scheduled Import button at the top of the Scheduled Imports List.
On the Scheduled Import record, enter the same information in the prompted fields that you would include in your email body.
In the Requested By field, enter the email address that is on the record of an entity that has permission to create a scheduled import.
- The list of entities with permission to create scheduled imports can be found on the Import Emailer Configuration Wizard in the field List of Entities Allowed to Import.
Under the Files tab, attach the csv file that you wish to use in your import. You can either select a file from the File Cabinet or you can choose to upload a file form your computer by clicking the + icon.
Once you have attached your csv file and filled out the required fields, click Save. Your import should appear on the Configuration Wizard in the Scheduled Imports tab under the Templates/Import Requests tab.
Troubleshooting and checking the import results for both the email submission method and the NetSuite submission method are outlined below.
Scheduled Import Requests with Multiple Files
You can attach multiple CSV files to scheduled import request, however, there are a few things to keep in mind.
CSV with Different Import Record Types - Each scheduled import can only use one Import Template Record. If you are attaching multiple files to your scheduled import, ensure that they can all use the same Import Template Record (i.e. they use the same import record type). You must create separate scheduled imports for files that require different Import Template Records.
Limits to Attaching Multiple Files to a Scheduled Import - The importing limits of scheduled imports are the same as the limitations that exist for the native import tool. The exact limitations on your import abilities will depend upon your NetSuite instance, generally, for large files (5,000+ lines) it is best to create one scheduled import for each file. For smaller files, you can attach multiple files to one scheduled import or schedule multiple imports for the same time.
Step 7: Verifying Import Requests
Scheduled Import List
To verify that your import submission has been successfully received, navigate to the Configuration Record and click Scheduled Imports under the Templates/Import Requests tab. Here you can see every scheduled import in NetSuite. You can also view imports that have already been completed; these imports will have an Import Timestamp on them.
Step 8: Verifying Your Import Job Execution
Verify that the import has worked by navigating to Setup > Import/Export > View CSV Import Status.
Locate your import’s job, you can filter by date and find your job’s name, and verify that the import has worked correctly. Additionally, navigate to the records you have updated or added and verify that the changes are as expected.
Not Seeing Your Job in This List?
Scheduled Import List
If you do not see your schedule import in the import jobs list, the first thing to check is the Scheduled Imports List. You can find this list on the Configuration Wizard under the Templates/Import Requests tab.
This list will show you all imports that have been scheduled through the CSV Import Emailer. If your import has a timestamp but did not appear in the import jobs list, check the Scheduled Imports Today script deployment under the Execution Logs tab for any possible error messages.
Use these responses to troubleshoot your import jobs. Most of the time, errors that appear here are errors that may also appear in the Import Assistant. Usually this means that there is a discrepancy between the file you have attached and the field mapping required for that import by NetSuite.
If there are no logs visible, this means that the script has not run today. To view script logs from previous days, type page: script execution logs.
Select the script name, Scheduled Imports Today, you can filter by deployment ID (not necessary in this case), and by date.
These script logs should give you the information you need to troubleshoot your import submissions and update you csv file to successfully submit your import job.
Get stuck in a step during this article?
We like to update our articles to make sure they help resolve any difficulties you are having. If you are having trouble with this self-install process, or if you are experiencing any issues with your CSV Import Emailer, please contact Anchor Group via the website contact page, or call our direct sales team at (608) 575-9053.