Uploading Tax Method DHRs through CSV Import

To import the CSV file as a tax depreciation history record:

  1. Go to Setup > Import/Export > Import CSV Records.

  2. In the Import Assistant – Scan & Upload CSV File screen, do the following:

    1. From the Import Type list, select Custom Records.

    2. From the Record Type list, select FAM Depreciation History.

    3. Select the CSV file of the tax method depreciation history that you created.

    4. Click Next.

  3. In the Import Assistant – Import Options screen, do the following:

    1. Set Data Handling to Add.

    2. From the Custom Form list, select Standard FAM Depreciation History.

  4. In the Import Assistant – Field Mapping screen, do the following:

    1. Map the fields in your CSV file to NetSuite fields as follows:

      Field mapping for importing tax method depreciation history record
    2. Click Next.

      To set default values and reference types on fields, see Setting Default Values and Reference Types.

  5. In the Import Assistant - Save Mapping and Start Import screen, do the following:

    1. Enter an Import Map Name and Description.

    2. Click Save & Run.

Related Topics

General Notices