Version: eXtendFiles all versions
Audience: Administrator

Overview

Using NetSuite's native CSV Import tool, you can add eXtendFiles records for files stored in external storage locations. This process allows you to create accessible links within NetSuite for files not directly processed by eXtendFiles.

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:
Image Placeholder

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.
Image Placeholder
Image Placeholder

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)

Image Placeholder

Note: Set the NetSuite Record Reference to either "Names" or "Internal ID" based on your CSV data.

Image Placeholder

6. Save and Run Import

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



Post-Import Considerations

After successful import, eXtendFiles records will be created in NetSuite. Note that the eXtendFiles Preview feature is not supported for manually-added file references.