Modify the Label Field on Addresses of Entity Records Through CSV Import

The Address on a record (e.g. Customer) marked as Default Billing has the Label Billing while the Default Shipping has the Label Shipping. The user would like to rename the Address Label Billing to Billing & Marketing on all records. The user does not want to modify the Label manually.

This is possible through CSV Import. First part to is to export the records to update. In this example, customer record.

IMPORTANT: Use at least three records first, to test and verify the result before updating all records.

     1. Navigate to Lists > Search > Saved Searches > New.
     
     2. Select Customer.
     
     3. In the Criteria tab > Standard subtab, add a filter to narrow down the result. For example, add Stage is Customer to return only the customer records.
     
     4. In the Results tab > Columns subtab, add the following fields:

•         Internal ID

•         Name

•         Billing Address

•         Shipping Address

5. Click Preview.
     
     6. Click Export - CSV.
     
     7. Save the CSV file.
     

Second part is to update the CSV file.

     1. Open the saved CSV file.
     
     2. Modify Label for the Billing Address.

     3. Save the CSV file.
     

Third part is to reimport the file to update the records in NetSuite.

     1. Navigate to Setup > Import/Export > Import CSV Records.
     
     2. Select Relationships in the Import Type field.
     
     3. Select Customers Only in the Record Type field.
     
     4. Click Select.
     
     5. Locate the CSV file, then click Open.
     
     6. Click Next.
     
     7. Select Update for Data Handling.
     
     8. Expand Advanced Options.
     
     9. Check Overwrite Sublists.
     
     10. Click Next.
     
     11. If fields did not auto-map, map the fields to update.
     
     12. Click Next.
     
     13. Provide Import Map Name.
     
     14. Click Save & Run.