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Bulk Records: Lists and Setup

NetSuite Lists and Setup Records from Excel

Create and update NetSuite accounts, departments, classes, locations, terms, price levels and other setup lists from Excel, in bulk.

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What Teams Do With It

Lists and setup in bulk, from Excel

A new subsidiary, a reorganization or an acquisition starts with setup lists: accounts to add, departments to rename, locations to open. Bulk Records puts those lists in an Excel sheet, so you can plan the change in Excel and load it in one upload. Rows without an Internal ID are created, rows with one are updated, and anything NetSuite rejects is noted on its cell.

  • Load a chart of accounts

    Add new accounts as rows, with formulas building numbers and names from your mapping, or update names and settings on the accounts you already have.

  • Add departments, classes and locations

    Create the segments a new subsidiary or a reorganization needs, or rename and update existing ones, from a single sheet.

  • Maintain pricing setup

    Update price levels, price plans, price books and pricing groups in bulk instead of one record at a time.

  • Keep reference lists current

    Terms, payment methods, customer categories and statuses, job types, expense categories and the rest of the reference lists load the same way.

Lists and setup: every supported record type

33 record types that Bulk Records supports. Records with a line sublist are tagged with it.

Lists & Setup

  • Account
  • Accounting Period
  • Bin
  • Classification
  • Consolidated Exchange Rate
  • Contact Category
  • Contact Role
  • Cost Category
  • Currency
  • Currency Rate
  • Customer Category
  • Customer Message
  • Customer Status
  • Department
  • Expense Category
  • Job Status
  • Job Type
  • Location
  • Nexus
  • Note Type
  • Other Name Category
  • Payment Method
  • Price Book
  • Price Level
  • Price Plan
  • Pricing Group
  • Sales Role
  • Sales Tax Item
  • Subsidiary
  • Tax Type
  • Term
  • Units Type
  • Vendor Category

Instead of a CSV import

Update accounts and setup lists without exporting, editing and re-importing a CSV: download the list, change it in Excel and upload. Once a record is uploaded, its row links straight to that record in NetSuite, so checking it takes one click.

Bulk Records: a simpler alternative to CSV imports
Questions?

Lists and setup in Bulk Records: FAQ

Q
Can I import a chart of accounts into NetSuite from Excel?
Yes. Add a row for each new account, leaving Internal ID blank, and upload. Bulk Records creates the accounts in NetSuite and flags any value NetSuite rejects on its cell.
Q
Can I add departments, classes and locations in bulk?
Yes. Department, class and location are supported record types, so you can create or update them from a sheet and upload them together.
Q
Which setup lists are supported?
Accounts, departments, classes, locations, subsidiaries, currencies and exchange rates, terms, price levels and pricing, tax types and nexuses, accounting periods, units types, bins, and customer, vendor, contact and expense categories, among others.
Q
Can I rename departments or classes in bulk?
Yes. Download them, change the names or other fields in the sheet, and upload. Each row with an Internal ID updates that record.
Q
Will an upload change records I didn’t edit?
No. Each downloaded record is stamped with a checksum, so an upload sends only the records you changed.

Try Bulk Records with your own NetSuite data

30-day free trial with every Finsyte feature included. No credit card required.

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