NetLoan - System Setup: Import Tools
Overview
As part of the initial setup, a user must navigate and set the global accounting preferences. This article focuses on the setting found on the "Import Tools" tab.
Prerequisite: You must have previously installed the NetLoan bundle into your NetSuite account.
Navigation
- Navigate to the NetLoan System Setup page. NetLoan > NetLoan Setup > System Setup
- Make sure you are viewing the "Import Tools" tab.
IMPORT TOOLS DESCRIPTIONS
This tab houses various tools and links that a user might find helpful with regards to the import process. The tools/links are described in more detail below:
| Field Name | Description |
| Add Loans CSV Import Template | Click the link to download a CSV import template, which can be used to import lease records. |
| Update Loans Saved Search | Click the link to run a saved search on all loans, which can be downloaded as a CSV and re-imported in order to update existing loan records. |
| Add Loan Payments CSV Import Template | Click the link to download a CSV import template, which can be used to import loan payment records. |
| Update Loan Payments Saved Search | Click the link to run a saved search on all loan payments, which can be downloaded as a CSV and re-imported in order to update existing loan payment records. |
| Add Loan Rates CSV Import Template | Click the link to download a CSV import template, which can be used to import loan rates records. |
| Update Loan Rates Saved Search | Click the link to run a saved search on all loan rates, which can be downloaded as a CSV and re-imported in order to update existing loan rate records. |
| Bulk Suitelet Access Import | Click the link to open the Suitelet Access tool that will help you set role permissions for suitelet pages that are used to trigger NetLoan scripts. These permissions will be added to the suitelet script and are binary yes or no access permissions. |
| Bulk Custom Role Permissions Import | Click the link to open the Record Access tool that will help you set role permissions for NetLoan custom records and transactions. These permissions will be added to the NetSuite role permissions and can be set to different access levels. |