NetSuite - how to find and analyze incoming CSV files from the upstream POS applications

Team:

Remember what a pain it is to look for CSV errors in NetSuite? I devised a new method that involves copying the “job status” aka “project status” log entries out of NetSuite, and pasting them into a special Excel template. Attached is a video I created that describes the process, as well as the template. If you hate videos, here some instructions:

1. Download this Excel template and place it into your “Custom Office Templates” folder on your personal OneDrive
   eg: C:\Users\LeeAnn\OneDrive\Documents\Custom Office Templates 
2. In NetSuite, navigate to Project Status, which is weirdly also called Job Status:
   https://9427313.app.netsuite.com/app/setup/upload/csv/csvstatus.nl?whence=
3. Make sure you’re happy with the date filter
   
   Once you see the results of the files that were processed, you can copy them into the Excel template to determine what errored out:
4. Highlight the column headings and all the rows you want to analyze. I suggest doing it for half a day or a day at a time:
5. Copy (Ctrl-C or right-click) to the clipboard

Then, paste into Excel:

1. Open Excel
2. Create a new spreadsheet using nifty template
3. Paste the contents of the clipboard into cell A1:
4. Notice that there is now a column titled “Errored Records,” that shows you how many records errored out. You might have to copy the formulas in the right-most 3 columns all the way down, depending how many lines you copied from NetSuite. From here, you can click the blue “CSV Response” link to download the record from NetSuite, then you can open it in Excel:

Try it out and let me know how it works for you!