How-To Guide

8 min read

How to Import Cash Sale to NetSuite (2026 Guide)

After converting your data with one of our tools, follow these steps to import the cash sale into NetSuite.

Import Steps

Verify customers and items exist in NetSuite

Before importing cash sales, confirm that every customer and item referenced in your CSV already exists in NetSuite. Cash sale imports require exact matches for the Customer field (by name or internal ID) and the Item field (by SKU or name). Open Lists > Relationships > Customers and Lists > Accounting > Items to verify your records.

Warning: If a customer or item is not found, the entire row will fail during import. Create missing records first or use an External ID mapping.

Open the CSV Import Assistant

Navigate to Setup > Import/Export > Import CSV Records. On the Import Assistant page, set the Import Type to Transactions and the Record Type to Cash Sale. This tells NetSuite which record template and required fields to expect from your upload.

NetSuite Import Assistant page showing import type and record type selection with CSV file upload options — The Import Assistant page where you select the import type, record type, encoding, and upload your CSV file.

Prepare your CSV file with header and line-item rows

Structure your CSV so that header fields (External ID, Customer, Date, Memo) appear on the first row of each cash sale, and line-item fields (Item, Quantity, Rate, Amount) repeat on subsequent rows for the same transaction. Each cash sale is grouped by its External ID. Download the NetSuite template from the import page if you need a reference for column order.

Tip: Include the External ID on every row of a multi-line cash sale so NetSuite groups the lines correctly.

Upload the CSV and select character encoding

Click Select to browse for your CSV file, then choose it and click Open. Select the correct character encoding for your file (UTF-8 is the standard default). Click Next to proceed to the field mapping step.

NetSuite Import Assistant Import Options page showing Data Handling options for ADD, UPDATE, or ADD OR UPDATE — Choose ADD for new records, UPDATE for existing records, or ADD OR UPDATE for both.

Map CSV columns to NetSuite cash sale fields

NetSuite will auto-map columns whose names match known fields. Review each mapping to ensure Customer maps to the Cash Sale Customer field, Item maps to Line Item, and Amount maps to Line Amount. Drag and drop to fix any mismatches. You can also set default values for fields like Currency or Location if they are not included in your CSV.

NetSuite Import Assistant field mapping showing pre-mapped CSV columns to NetSuite fields — NetSuite auto-maps recognized columns. Review and adjust each mapping before proceeding.

Run a test import with a small batch

Select two or three cash sales from your CSV and import them as a test batch. Open the resulting cash sale records in NetSuite and verify that line items, quantities, rates, and totals are correct. Check that tax codes applied properly and the customer association is accurate.

Import the full CSV file

After validating your test batch, return to the Import Assistant, upload the complete CSV, re-apply your saved field mapping, and click Run. NetSuite processes the file and creates cash sale transactions for each grouped set of rows.

NetSuite Import Assistant Save mapping and Start Import page with Import Map Name, Description, and Save and Run button — Name your field mapping for reuse and click Save and Run to start the import.

Review import results and resolve errors

Check the Job Status page for the import results. If errors occurred, download the CSV Response file to see which rows failed and why. Common issues include unrecognized item names, missing customers, and invalid tax codes. Fix the errors in your CSV and re-import only the failed records.

NetSuite Import Job Status page showing completed import results with success and error counts — The Job Status page shows whether the import succeeded or failed, with links to download error details.

Required NetSuite Fields

Field	Type	Description	Example
External ID	Text	Unique identifier (order number, transaction ID)	SHOPIFY-1001
Customer	Text	Customer name or internal ID (must exist in NetSuite)	John Doe
Date	Date	Transaction date (MM/DD/YYYY)	01/15/2025
Item	Text	Item SKU or name (must exist in NetSuite)	WIDGET-001
Quantity	Number	Item quantity	2
Amount	Currency	Line total (Quantity × Rate)	99.98

NetSuite requires these fields for successful import.

Tip Make sure your converted file is saved and ready before starting the import. You can preview the converted data in the tool before downloading.

Frequently Asked Questions

NetSuite accepts CSV files for importing cash sale. Our converter ensures the file is formatted correctly for NetSuite.

Check the error message from the platform. Common issues include date format mismatches, missing required fields, or duplicate entries. Our converter handles most formatting issues automatically.