What is the first step in the process of importing a CSV file for customer and contact data?

The first step in the process of importing a CSV file for customer and contact data is to plan data file manipulations and import validation processes. This step involves preparing the data appropriately before the actual import takes place. It requires a thorough understanding of the data structure and the specific needs of the NetSuite platform to ensure that the data being imported aligns with existing records and standards.

During the planning phase, you identify how to manipulate the CSV file, such as ensuring that the headers match NetSuite’s required field names, removing any unnecessary fields, and confirming that data types are correct. Additionally, it incorporates defining the validation process, which checks for any discrepancies or issues within the data that could lead to errors during import.

Moving forward to validate imported data or importing records without this foundational planning could lead to complications or inaccuracies during the import process. Proper planning sets the stage for a smoother execution by ensuring that the data entered into the NetSuite system is as clean and compatible as possible.