Upload Records | Finsyte Documentation

Uploading sends the sheet to NetSuite. Rows without an Internal ID are created as new records, and rows with one update the existing record.

Create or Add/Edit

The upload button in the Templates and Actions group reads Create while no row on the sheet has an Internal ID, and Add/Edit as soon as any row does. Both labels are the same action.

Select Create or Add/Edit.
For larger uploads, Finsyte asks you to confirm: This upload will create N records and update M records in NetSuite, skipping K unchanged. Continue? Select Yes to proceed. Selecting No writes Upload cancelled — nothing was sent. to the banner.
The row 5 banner reads Upload in progress — record X of Y… and the status dialog describes each step, such as Creating 25 Invoice records in one batch… or Updating Invoice #1042.

Cancel an Upload

Select Cancel in the status dialog. Records not yet sent are marked Error: Cancelled. A batch that NetSuite has already accepted finishes on the NetSuite side, and those rows read Cancelled — batch completed in NetSuite; records may exist. Download the sheet again to see what was created.

Results

Each record succeeds or fails on its own. A failure never undoes records that succeeded.

The Status column shows the outcome for every row, colored green, red, or grey, and linked to the record in NetSuite.

Status	Meaning
`Created <Record Type> <number>`	A new record was created.
`Updated <Record Type> <number>`	The existing record was changed.
`Skipped (no changes)`	Nothing on the row differed from NetSuite, so nothing was sent.
`Error: upload failed`	NetSuite rejected the record. Hover over the cell for the reason. See Upload Errors.
`Error: Skipped due to validation errors`	The record was withheld because its rows conflicted. See Validate Sheet.
`Error: Cancelled`	The record was not sent because you cancelled.

The row 5 banner summarizes the run, for example Upload complete — Created: 12 | Updated: 4 | Skipped: 3. When records failed it reads Upload errors (N) — Internal IDs: … — hover each Status cell for its record's error, citing new records by row number. When only one record failed, it shows that record's message instead, for example Upload error (1042) — Date is outside the Posting Period's range — make them match.

After a Successful Upload

New records get their Internal ID written into column A. The sheet is now an edit sheet for those records, and the button changes to Add/Edit.
New lines get their Line ID, and new inventory assignment rows their Inventory Assignment: ID.
Successful rows are refreshed from NetSuite, so you see any values NetSuite filled in or adjusted, such as document numbers, totals, or a default inventory detail. Lines appear in NetSuite's order, and a record gains or loses rows when NetSuite added or removed lines.
If a record was saved but its rows could not be refreshed, its status ends with — Line IDs could not be retrieved. Download this record again before making further changes. Download it again before changing it.
Uploading again sends only rows that changed. Records that succeeded are not duplicated, which is what the sheet's instruction row means by Fix any errors and upload again — successful records won't be duplicated.

Remarks

Multiple new records are sent to NetSuite in batches. Updates send only the fields that changed.
Uploads run as your NetSuite role. A record you could not create or edit in NetSuite's own interface will be rejected here too.

Next step: Upload Errors