Migrating custom records from v2 to v3: Export/Import via CSV

For existing customers upgrading to Box for Oracle NetSuite v3+ from v2 or below, after installing v3, you will need to migrate your Box Custom Records. An alternative method from manually exporting or importing the custom records as CSVs is the Box Migration Tool. 

This article goes over the steps to manually export and import the custom records as CSVs.

1. Export Custom Records

To export records:

1. In NetSuite, on the global dashboard, navigate to Customization > List, Records, & Fields > Record Types

2. View custom record list. First, navigate to the first custom record list: Box Account Association

3. Click Customize View to show all columns.

4. For Box Account Association, add the following columns and then click Save.
   1. Box User id
   2. External ID
   3. Inactive
   4. Internal ID
   5. NetSuite User id

5. You will be navigated back to the list view which should now show all the columns you added in the previous step. Now click the icon button for Export - CSV

6. Follow instructions 2-5 for the remaining 5 custom records:
   1. Box Folder Collaborations
      1. Account Association id
      2. Box Collaboration id
      3. Box Collaboration Type
      4. Folder Association id
      5. External ID
      6. Inactive
      7. Internal ID

2. Integration Config
   1. Name
   2. Box Root Folder id
   3. Box Subdomain
   4. Box Verified Enterprise
   5. Enterprise id
   6. External ID
   7. Inactive
   8. Internal ID
   9. Move V1 Content to V2
   10. Upgraded from V1

3. Box Record Folder
   1. Box Record Folder id
   2. External ID
   3. Inactive
   4. Internal ID
   5. Netsuite Record id
   6. Netsuite Record Type

4. Box Record Type Config
   1. Name
   2. Create
   3. Edit
   4. Enabled
   5. External ID
   6. Full
   7. Inactive
   8. Internal ID
   9. Permission id
   10. Prefix
   11. Record Field
   12. Record Type
   13. Record Type Folder Name
   14. View

5. Type Folder
   1. Box Folder id
   2. External ID
   3. Inactive
   4. Internal ID
   5. NetSuite Object Type

Once complete, proceed to Import Custom Records.

2. Import Custom Records

1. Navigate to Setup > Import / Export > Import CSV Records.

2. Set the following fields and click Next.
   • For Import Type, select Custom Records.
   • For Record Type, select <Record Type Name> (example: Box Account Association)
   • For CSV File(s), upload saved CSV file(s) for the corresponding record type.
     • NetSuite’s Import Assistant only supports up to 25,000 records. If the CSV file contains more than that, you must split them up to multiple CSV files

3. Select import data handling method:
   1. Click ADD, then Next for the following record types:
      • Account Association
      • Folder Collaborations
      • Record Folder
      • Type Folder
      • (As needed) Any other custom record

1. 2. Click UPDATE, then NEXT for:
      • Record Type Config
      • Integration Config

4. Verify that all fields are correctly mapped, and click Next.

5. Run the import job. Filling out the fields and saving it is optional. You just need to run it. Navigate to the Save & Run button submenu and click Run.

6. Confirm, and click OK.

7. You should be navigated to the confirmation page. You can click on Import Job Status to view the progress.

Below is a sample view of the Job Status: 

8. Repeat steps 2-7 for the remaining custom records.