Running Server Suitescript and Workflows on CSV Import Records

Running Server Suitescript and Workflows on CSV Import Records

Running Server Suitescript and Workflows on CSV Import Records

By on July 5, 2016

Out of the box, NetSuite is not set up to run UE scripts and workflows on CSV imported records. This can easily be resolved with the following setting.

  1. Go to Setup > Import/Export > CSV Import Preferences
  2. Check the box labeled ‘RUN SERVER SUITESCRIPT AND TRIGGER WORKFLOWS’
  3. Save

running server suitescript image

Now your UE scripts and workflows will run on records being created and updated via CSV import.

Feel free to contact us directly thoughtleader@keystonebusinessservices.net.

Kevin is responsible for driving the cloud-based technology vision for Keystone and its customers. In his role as Keystone’s lead technical expert, Kevin is deeply involved in most NetSuite and Salesforce.com implementation projects. Kevin’s expertise includes systems planning and analysis, custom application development, and cloud computing platform administration via Amazon Web Services. Prior to Keystone, Kevin held a variety of technical and functional roles throughout a diverse set of industries such as financial services, manufacturing, and advertising. Kevin holds an MBA from the Keller Graduate School of Management and a BS in Commerce from DePaul University.