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CSV imports

5 mistakes that ruin a customer import

Published

Mistake What happens How to avoid it
No External ID Re-importing duplicates everything “Add or Update” mode + External ID
List values that don’t match “Cash” ≠ “Cash - 0 days” Text identical to NetSuite’s
Dates in another format Dates rejected or misread Your user’s date format
Broken accents “Perú” instead of “Perú” File and import in UTF-8
Testing with the whole file 500 records to fix 5 rows first, then the rest

Bonus: save the field mapping. The next import takes minutes.

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