Generate Payment Links using CSV Import

To populate PayPack payment links on historical transactions (i.e. sales orders and invoices), utilize NetSuite's CSV import tool and follow these steps.

Create a CSV file with 2 columns.

  • Transaction Internal ID
  • PayPack Payment Link

Note: Leaving the payment link column blank triggers the transaction to generate a new value.

Example CSV.png

Download Sample CSV File: [Template] PayPack - Generate Invoice Payment Link.csv

Go to Setup → Import/Export → Import CSV Records.

NetSuite CSV Import.png

Select the below CSV upload options.

  • Import Type: Transactions
  • Record Type: Invoice

NetSuite Scan and Upload CSV File.png

Select the below import options.

  • Data Handling: Update
  • Check Overwrite Missing Fields
  • Select Run Server Suitescript and Trigger Workflows

NetSuite Import Assistant - Update.png

Select the below field mappings.

  • PayPack Payment Link → Invoice : PayPack Payment Link
  • Internal ID → Invoice : Internal ID
NetSuite Important Assistant - Field Mapping.png
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