NetClose - Amortization Template Upload

Overview

Netgain has developed basic upload templates that can be used to upload amortization details in batch. These steps can be followed to review and obtain information on an existing amortizations or as a starting point to create a new amortization. This can be especially helpful when there is a high volume of amortizations needing updating and loading. 

Step by Step Process

1. Fill out the applicable information in the NetClose Historical Amortization Upload Template
2. Create the applicable Amortization Types
3. Prepare the "Amortizations" tab as a CSV file for upload
   1. Delete any informational or example rows View full size
   2. When finished updating the Excel File, save it in a known location as a .csv file
4. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
5. With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetClose Amortization
6. Under the CSV files section, click on the Select button and upload the .csv file you saved View full size
7. Select Next to progress to the Step 2 Import Options
8. Within the Import Options section, make sure Add is selected (or Update if doing a bulk update to Amortization Types) and "Run Server SuiteScript and Trigger Workflows" is checked View full size
9. Select Next to progress
10. After progressing through File Mapping, you will be prompted for Field Mapping
11. 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
    1. The recommendation is to match based on Internal ID for applicable fields View full size
12. If the fields are mapped correctly and the field contents match the field values in NetSuite, select Save & Run or Run as desired View full size
13. To view the status of the upload, select "Import Job Status" in the Confirmation banner or navigate to Setup > Import/Export > View CSV Import Status View full size
14. When complete, the status will change to complete and show the records imported successfully View full size
15. In the event of a failed upload, review the logs for the specific reasons, make necessary updates to the CSV file, and repeat the above steps