|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/learn-oracle-netsuite-csv-import-export/
课程评论：没有评论
课程名称：《学习Oracle NetSuite：CSV导入/导出》 课程概述： 本课程旨在教授如何在Oracle NetSuite中使用CSV格式进行数据导入和导出。CSV导入是一种在NetSuite中常见且标准化的方法，适用于传输小到中等规模的数据集。课程内容包括CSV导入的优势、权限设置、导入助手的设置及导航、导入偏好设置、具体的导入步骤以及如何查看CSV导入状态和保存导入设置。 主要内容： 1. **CSV导入概述**：讲解CSV导入的基本概念和在NetSuite中的应用。 2. **CSV导入的优势**： - 节省创建或更新记录所需的时间。 - 轻松迁移多条数据。 - 了解所需字段。 - 在云中管理业务数据。 3. **导入助手的五个步骤**： - 步骤1：扫描和上传文件（选择导入类型和记录类型，设置文件编码和分隔符）。 - 步骤2：选择导入选项（处理数据的方式及高级选项设置）。 - 步骤3：文件映射（仅适用于多文件导入）。 - 步骤4：字段映射。 - 步骤5：保存映射并开始导入。 4. **数据验证和保存导入作业**：课程还强调如何验证导入数据，并允许用户保存导入作业以便以后重复使用。 对于很多企业和账户应付部门来说，CSV和Excel文件是管理重要数据的主要方式，导入NetSuite时常常将这些文件转换为自定义表单。通过上述CSV导入过程，可以防止错误并节省时间，数据可以同时添加或更新到所有记录中，避免手动录入的麻烦。 本课程适合希望提高NetSuite数据管理技能的学习者，帮助他们更高效地在云环境中处理和管理数据。
ContentCSV import Overview. Advantages of CSV Import Permissions for CSV ImportsCSV import Assistant setup NavigationCSV Import PreferencesSteps of Importing CSV FilesImport CSV Records (Single File and Multiple File to Upload)View CSV imports statusSaved CSV ImportsCSV import Overview CSV import is a common and standard method in NetSuite. Transfer the small to medium-sized data sets in NetSuite. We can import the records like an entity, transaction, account, classification, custom records, etc,Advantages of CSV ImportReduce the time required for creating or updating records.Multiple data can be migrated easily.Get to know the required fields in any records.Manage your business data in Cloud. The Import Assistant includes five steps:Step 1: Scan & Upload FileSelect an Import TypeSelect a Record Type for Import Choose Import Character EncodingChoose CSV Column DelimiterSelect a File for ImportStep 2: Import OptionsChoose Data Handling for ImportSet Advanced CSV Import OptionsStep 3: File Mapping (required only for multi-file imports)Step 4: Field MappingStep 5: Save Mapping & Start ImportFrom the Home dashboard, navigate to Setup > Import/Export and click Import CSV Records. 1.3 Step 1 Scan and upload CSV File. Select the appropriate Import Type from the dropdown for the type of file you are importing. 1.4 Select the appropriate Record Type from the dropdown for the type of file you are importing.To import scrubbed CSV transaction data in NetSuite, follow these menu steps using Import Assistant. Setup>Import/Export>Import CSV Files. Indicate whether the import will add new records or update existing records. Then map the CSV fields to NetSuite fields. Save import jobs to run later and reuse for mapping purposes. Validate the imported data.Many businesses and accounts payable departments keep their important data in CSV and Excel files. These are then converted into custom forms in NetSuite. The CSV file is the most commonly used method for transferring small to medium-sized sets of data into NetSuite.The CSV import process helps to prevent errors and saves time. Data can be added or updated to all records simultaneously, rather than entering them manually.
