Import Multiple Entities That Automatically Become Members of a Group

For dynamic groups, NetSuite uses a saved search that lists the group's members.

However, there are times that a salesperson simply has a long list of leads on a CSV file that must receive a marketing campaign and it is difficult to determine similar criteria among those records. Due to the number of entities involved, creating a static group will also not be a viable workaround.

As a resolution, a custom entity field may be created to serve as filter for all those lead records. The leads can be imported through CSV Import Assistant and a dynamic group can easily be created.

Below are the steps to follow:

A. Create a custom entity field that will serve as the group's identifier
1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Provide a label.
3. Set Type to Free-Form Text.
4. Make sure Store Value is marked.
5. Click Save.

B. Import all the entities that will become members of the group
1. Prepare the CSV file that contains all the entities.
2. Add an extra column for the custom entity field created from Step A and set a common value for all entities (any alphanumeric value).
3. Navigate to Setup > Import/Export > Import CSV Records and proceed with the usual CSV import process.

C. Create a saved search that will be used by the dynamic group.
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer.
3. Under Criteria tab > Standard subtab, use the custom field from Step A as filter. Set its value to the same value used on the CSV file from Step B.
4. Click Save.

D. Create a dynamic group
1. Navigate to Lists > Relationships > Groups > New.
2. Select Dynamic for Kind of Group.
3. Select Customer for Kind of Members.
4. Click Continue.
5. Provide a Group Name.
6. On the Saved Search field, choose the search created from Step C. The search results should automatically appear as members of the group.
7. Click Save.