Version: eXtendFiles all versions
Audience: Administrator

Overview

Using NetSuite's native CSV Import tool, you can create eXtendFiles records for online file URLs stored in other storage locations. This process allows you to create accessible links within NetSuite for files not directly processed by eXtendFiles in cases where the existing file URLs are publicly accessible.

1. Prepare CSV File

Create a CSV file with the following columns:
  • Name
  • File Name
  • File URL (must be a valid hyperlink starting with http:// or https://)
  • NetSuite Record Reference (exact name or Internal ID)
  • Additional fields as needed (e.g., File Type, Custom Fields)
Example below:
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2. Access CSV Import in NetSuite

Navigate to Setup → Import/Export → Import CSV Records in NetSuite.

3. Configure Import Settings

  1. Set Import Type to "Custom Records".
  2. Choose Record Type "eXtendFiles".
  3. Upload your prepared CSV file.

4. Set Data Handling Options

  1. Select "Add" for Data Handling.
  2. Enable "Run Server SuiteScript and Trigger Workflows" in Advanced Options.
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5. Map CSV Fields

Map your CSV columns with the corresponding NetSuite fields:

  • Name → Name
  • File Name → eXtendFiles - File Name
  • File URL → eXtendFiles - URL
  • NetSuite Record Reference → eXtendFiles - Original Transaction (or other appropriate field for mapping, depending on the specific files that you are importing and associating)

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Set the NetSuite Record Reference to either "Names" or "Internal ID" based on your CSV data.
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6. Save and Run Import

Name and save your import configuration for future use. Click "Save & Run" to execute the import.

7. Results


Post-Import Considerations

After successful import, eXtendFiles records will be created in NetSuite. Note that the eXtendFiles Preview feature isn't available for manually-added file references. Additionally, storage-specific features like file permission toggling may not work for files stored outside your connected backend storage.