NetSuite Action - Upsert records in bulk

The actions Upsert standard records in bulk and Upsert custom records in bulk allow you to upsert in bulk standard records or custom records.

They accept a list of a maximum 200 records. Actions will fail if more than 200 records are provided.

Input fields

Select the Standard record or Custom record you want to upsert. In this example, we select Customer:

Select Netsuite record

After that, you can proceed to configure the next sections.

Field configuration

This section allows you to shortlist which NetSuite fields you want to use. Only those shortlisted fields will be displayed in action's input and output. This makes it easier to work with complex NetSuite objects with hundreds of fields.

In this example, we just want to use the fields First name, Last name, Email, phone from the Customer record:

Field configuration

The followings are all input fields in this section:

Field name Description
Fields The Netsuite record's main fields to be shortlisted.
Custom fields The Netsuite record's custom fields to be shortlisted.
Custom segment schema If your Netsuite record has custom schema, you can define the custom schema here.
Line item custom fields The Netsuite record's line item custom fields to be shortlisted.
Line item custom segment schema If your Netsuite line item has custom schema, you can define the custom schema here.

Record

This section's name will change based on your selected Standard record or Custom record. In this section, you will provide data mappings to upsert the NetSuite records.

In the example below, we map the data from the Box trigger New CSV file in directory into NetSuite record Customer. Notice that only the shortlisted fields First name, Last name, Email, phone are displayed here.

You also need to map the record's External ID so NetSuite can know which records to upsert. In this case, our CSV records from Box contain Emp ID, which is mapped to NetSuite 's External ID. Based on this mapping, NetSuite will update the record if the provided External ID exists, or create a new record if the provided External ID does not exist.

Field mappings

The followings are all input fields in this section:

Field name Description
Record source list You need to provide a list data pill here. For example, list of rows in a CSV file. The action will automatically iterate through all items in the list and map them to NetSuite records.
External ID NetSuite record can have an External ID, which refers to the corresponding record ID from another system (e.g. Salesforce record ID). When importing data from another system, NetSuite uses this to determine which record to upsert.
Record fields Here you need to map the data pills under the list data pill provided above. For example, CSV column names under the CSV Rows list data pill. The action will automatically iterate through all items in the list and map them to NetSuite records.

Output fields

Field name Description
Number of processed records Total number of records processed.
Number of successful records Number of records successfully upserted.
Number of failed records Number of records failed to be upserted.
Successful records A list data pill containing all successful records. You can use this to iterate through all records in the list. The data fields of each record is shown below:
- Internal ID Internal ID of this record.
- External ID External ID of this record.
- Record Contains all data fields of this record.
- List size Number of successful records in this list.
Failed records A list data pill containing all failed records. You can use this to iterate through all records in the list. The data fields of each record is shown below:
- Error A list data pill containing all errors of this record. You can use this to iterate through all errors in the list.
- Record Contains all data fields of this record.
- List size Number of failed records in this list.

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