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NetSuite: Import Master Data

Description

Section titled “Description”

Imports a NetSuite master-data list over your NetSuite connection into a project table. Pick one record type — accounts, subsidiaries, departments, classes, locations, vendors, or customers — and the step pulls the list and writes it, with no SuiteQL to author or maintain.

Master data is the reference data the balance and detail pulls point at: the accounts, subsidiaries, and dimensions your GL rows carry as internal IDs. Import the list you need to resolve those internal IDs to names, or to drive lookups and joins downstream. This is one of the canned NetSuite import steps, which run on a shared read layer that refreshes the OAuth token, pages through large results, and retries transient errors for you.

Configuration

Section titled “Configuration”
Field Required Notes
NetSuite Connection Yes The NetSuite connection to read through, filtered to connections of type NetSuite.
Target Table Yes The project table the list is written to. It is overwritten in full on every run.
Record Type Yes Which master list to pull: account (the default), subsidiary, department, class, location, vendor, or customer.
Include Inactive No Off by default, returning only active records. Turn it on to include records marked inactive in NetSuite.
Section titled “Related”