Importing Leave History Records for Leave Entitlement

✅ CSV format

Your CSV should include the following headers in this exact order:

💡 Tip: Ensure Employee Internal ID matches the actual internal ID from your NetSuite employee record, not their name or external ID.

Here’s what each field expects:

• Employee Internal ID – Must be the NetSuite internal ID, not the name or external ID

• Leave Type – e.g., Annual Leave

• Accrual Type – e.g., Accrual (note: do not use variations unless your system supports them)

• Hours – e.g., 160

• Pay Date – Format as MM/DD/YYYY (e.g., 1/1/2021)

• Is Import? – Should be Yes (text string, case-sensitive)

• Details – e.g., Annual Leave Entitlement import for full year

⚙️ NetSuite import instructions

1. Go to:
   Payroll Administration > Payroll Setup > Import CSV Records

2. Import settings:

   • Import Type → Custom Records

   • Record Type → Leave History Record

   • Upload your CSV

   • Click Next

3. Data handling:

   • Set to ADD

   • Tick Advanced Options

     • Custom Form → ICS Leave History Record Form

     • Log system notes → checked

     • Run server SuiteScript → checked

   • Click Next

4. Field mapping:

   • Click the pencil ✏️ next to Employee Internal ID

   • Make sure Reference Type is set to Internal ID

5. Finalize:

   • Save the Import Map with a clear name

   • Click Save & Run

6. Validation:

   • Go to Payroll Administration > Leave Management > Leave History Record List

   • Sort by Internal ID to see the most recent entries

   • Review and validate the imported records

Visual Walkthrough of key steps

Navigate to

Scan and upload CSV

Select import options and Advanced options

Field Mapping