Lease Component Payment Upload

Overview 

The most common type of sublist uploads for lease records is for payment schedules where amounts to be paid on a monthly basis for a lease vary from month to month.

Process Steps

Step 1:

  • Open the Excel file with column headers for the relevant fields to upload

Step 2:

  • Complete the Excel file with all relevant content to upload
  • The Lease ID will be the system-generated ID assigned with the first upload (or via manual Lease Record creation)

                 

Step 3:

  • Create a column that concatenates the Lease ID and Lease Name
    (=concatenate(A2,” “,B2) > this formula brings the two field values together with a space in between
  • When the formula has been copied down to all lines of the upload template, copy those fields and paste as values
  • Once the Excel File updates are complete, save it in a known location as a .csv file

 

Step 4:

  • Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
  • With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetLease Lease Component Payments
Start reading here when coming from the article "Transition From Sandbox to Production"

Step 5:

  • Under the CSV files section, click on the Select button and upload the .csv file you saved


Step 6: 

  • Select the Add or Update button under Import Options


Step 7: 

After progressing through File Mapping you will be prompted for Field Mapping

  • Note that NetSuite tries to directly map all the fields it can recognize. When fields are not recognized, they must be manually matched between the .csv upload file and NetSuite fields. The fields should map from the .csv file as follows:
    1. Concatenated Name (Lease ID + Lease Name) > Lease Payment Amount: Lease
    2. Payment Date > Lease Payment Amount: Effective Date
    3. Payment Amount > Lease Payment Amount: Payment Amount

  • If the fields are mapped correctly and the field contents match the field values in NetSuite, the upload will show complete and the leases will be available to view in NetSuite with Lease Payment Amounts on the Payments subtab.

Troubleshooting

  • In the event of a failed upload, review the logs for the specific reasons for the failed load and repeat the steps above.
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