# New Customer Doesnt Import Into Sandbox

**URL:** <https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204>\
**Category:** Integrator.io\
**Tags:** ftp, integration-app, import, netsuite\
**Created:** [April 9, 2025, 2:19pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204 "2025-04-09T14:19:01Z")\
**Posts on this page:** 20\
**Page:** 1

<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 9, 2025, 2:19pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/1 "2025-04-09T14:19:01Z")

</div>

One of our partners will start sending us new Customer files soon. The files will only contain NEW customers (will not exist in NetSuite). We have an Import Customer flow and keep getting the below error when we try to import a dummy customer via txt file. The record type is Customer.

\*Failed to save record because: Please enter value(s) for : Company Name"

We are trying to import new customers into

 ![The image shows an error log for customer data import from SubZero SFTP to NS with repeated user error messages indicating missing company name values. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/e/ee3e8082bdb97ffc0a79941ceb48a089a7b68828.png)

Here are the mappings:

 ![The image shows a mapping interface for data fields between a source record field (FTP) and a destination record field (NetSuite), with some fields highlighted in yellow. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/2/21ea7f53a0f4f71c8840bac34598f94e035281e2.png)

Here is the field and field id in NetSuite. We've tried mapping Company Name and companyname but no luck

 ![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/f/fc6729615bf09beb4eefb7609e14b74c89ef7e78.png)

Here is a screenshot of our test file and dummy customer:

 ![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/c/cdd8fe340615d03a4616731d2cb006831a597a2a.png)

Any help as to why the import is failing would be very helpful and appreciative.

Thanks.

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<div class="post-metadata">

**Author:** ![davidgollom](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/davidgollom/32/6605_2.png) [@davidgollom](https://connective.celigo.com/u/davidgollom)\
**Post date:** [April 9, 2025, 4:19pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/2 "2025-04-09T16:19:14Z")

</div>

Would you mind posting the View Request tab??

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 9, 2025, 4:31pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/3 "2025-04-09T16:31:12Z")

</div>

Sure, here you go.

 ![The image shows a script for importing a customer record with placeholder fields such as company name, email, and currency in an error details view. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/a/a0f684e62b4092df25f391cebb7b2a50737b385a.png)

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<div class="post-metadata">

**Author:** ![davidgollom](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/davidgollom/32/6605_2.png) [@davidgollom](https://connective.celigo.com/u/davidgollom)\
**Post date:** [April 9, 2025, 4:57pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/4 "2025-04-09T16:57:54Z")

</div>

Hmmm. Something looks off here. Celigo sees the entire record as having no data in it. What does the preview look like in your export? Is it CSV data?

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 9, 2025, 5:24pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/5 "2025-04-09T17:24:23Z")

</div>

Here is the preview from the export step

 ![The image shows an interface for editing a data transfer process from SubZero SFTP, detailing fields for naming, description, connection settings, file parsing preferences, and a preview of parsed data records. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/1/16636d429170202937a76a464835171cb908af71.png)

And here is the preview from the import step, field mappings

 ![The image shows a data mapping interface linking source record fields from an FTP system to destination record fields in NetSuite, accompanied by input and output JSON data. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/2/29c579699dd6142e8b989d75a364d47e4d097081.png)

The source file is a txt file,tab delimited.

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<div class="post-metadata">

**Author:** ![basvanditzhuijzen](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/basvanditzhuijzen/32/4422_2.png) [@basvanditzhuijzen](https://connective.celigo.com/u/basvanditzhuijzen)\
**Post date:** [April 10, 2025, 1:47pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/6 "2025-04-10T13:47:47Z")

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Hi, You've got the column delimiter set to comma, you should set it to tab. In the retry data for your error you can see the data isnt split into columns correctly.

 ![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/b/babdf9120f5f6bb4e3068d6829a0ce02c1b42e5c.png)

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 10, 2025, 3:34pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/7 "2025-04-10T15:34:14Z")

</div>

AHH, that was it! Such a simple fix and the new customer has imported. Thank you Bas!  
However i noticed the Sales Rep is not importing, the field is just blank.  
 ![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/f/f8d967c9bb9e66f74b9c7217871c2375146f2fda.png)

The Sales Rep ID is in the source file. The sales rep id is tied to an Employee name, which should populate.

 ![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/c/ca7a4d14d4403e62a0355611c756a7c9fdc52f3c.png)

Here is the current mapping for the sales rep  
 ![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/optimized/2X/f/f2fbe8c50a43310c8f32e9152038e778028e4552_2_690x44.png)

I also tried mapping to the sales rep (ID) field, but when i do, i get the below error.

 ![The image shows an error message stating "Failed to save record because Invalid salesrep reference key 830," with an associated code "invalid_key_or_ref." (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/0/027e0aac12253052740ce8eafe084370941959ca.png)

For reference, here is the sale rep field at the customer level

 ![A pop-up window titled "Field Help" describes the function of a field related to assigning sales representatives to records, with options for customization and territory reassignment. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/b/bb27b42886ea92ba68e9acec2f9e3854fd4f0a9c.png)

And the sales rep id at the employee level.

 ![A job profile interface shows details for a Territory Sales Manager, with a field help pop-up explaining the sales rep ID field. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/2/20042ff7b5938709b49a27aa43d3d553144605d3.png)

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 11, 2025, 2:01pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/8 "2025-04-11T14:01:25Z")

</div>

Hello,  
i forgot to mention we have a Sales Rep checkbox on the employee record, that is checked accordingly when the employee is initially created.

 ![A pop-up window titled "Field Help" provides information on marking an employee as a sales representative. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/4/470b32b22bdbf288f636273ac52d15f2e9a413c4.png)

So to recap, our partner sends us a customer file that contains the sales rep number, 830, shown in previous post.

The sales rep checkbox is marked on the employee record and sales rep number populated.

Then we can select the sales rep name at the customer level.

Not sure if we can import the sales rep number, 830, and have the sales rep name populate when a new customer is imported.

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<div class="post-metadata">

**Author:** ![michaelsmith](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/michaelsmith/32/6886_2.png) [@michaelsmith](https://connective.celigo.com/u/michaelsmith)\
**Post date:** [April 11, 2025, 5:15pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/9 "2025-04-11T17:15:08Z")

</div>

Are you trying to CREATE a sales rep? Or just match them to a customer?

The error you posted regarding the reference key indicates that the sales rep is not marked as active in the NetSuite record, and is looking for an active rep. Have you checked for that in the reps record?

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 11, 2025, 5:44pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/10 "2025-04-11T17:44:10Z")

</div>

Im trying to match the customer sales rep number in the source file to the sales rep that is attached to the customer.

Yes, the sales rep is active.

Thank you.

 ![The image displays a redacted employee profile for a Territory Sales Manager including details like job title, sales rep ID, and last modified date. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/e/ebc7a581d5bfcd1a707a58ffec1aefd0b2031152.png)

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<div class="post-metadata">

**Author:** ![michaelsmith](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/michaelsmith/32/6886_2.png) [@michaelsmith](https://connective.celigo.com/u/michaelsmith)\
**Post date:** [April 11, 2025, 7:14pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/11 "2025-04-11T19:14:57Z")

</div>

I'm sorry, I overlooked this part:

> [@baltazarrocha](#):
>
> Not sure if we can import the sales rep number, 830, and have the sales rep name populate when a new customer is imported.

I think a couple things you could consider. You might find success in using a lookup in the mapping: [https://docs.celigo.com/hc/en-us/articles/360019506771-Map-source-data-fields-to-destination#h\_01J8KSXB9BKKDFHH4TMZFJ97JS:~:text=Lookup%20field%20mapping](https://docs.celigo.com/hc/en-us/articles/360019506771-Map-source-data-fields-to-destination#h_01J8KSXB9BKKDFHH4TMZFJ97JS:~:text=Lookup%20field%20mapping)

You could try this in the mappings:

- If the `customer_sales_rep_number` in the FTP file does not directly match the required format or internal ID expected by NetSuite's `salesrep` field, perform a lookup or transformation.
- Dynamic Lookup :
  - Add a lookup step in your flow to map the `customer_sales_rep_number` to the `salesrep` internal ID in NetSuite.
  - Use a NetSuite saved search or lookup configuration where `customer_sales_rep_number` matches a corresponding identifier (e.g., employee or sales team) in NetSuite's data.
  - Populate the `salesrep` field with the retrieved internal ID.

Someone else may have a better suggestion, or you could submit a support ticket for direct help

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 11, 2025, 9:20pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/12 "2025-04-11T21:20:27Z")

</div>

Thanks for the suggestions, Michael. If im not successful, i will indeed submit a ticket.

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<div class="post-metadata">

**Author:** ![michaelsmith](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/michaelsmith/32/6886_2.png) [@michaelsmith](https://connective.celigo.com/u/michaelsmith)\
**Post date:** [April 14, 2025, 1:24pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/13 "2025-04-14T13:24:06Z")

</div>

Yeah sure thing! If you do end up opening a support ticket, please feel free to DM me the ticket number and I will take a look along with you!

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<div class="post-metadata">

**Author:** ![tylerlamparter](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/tylerlamparter/32/9204_2.png) [@tylerlamparter](https://connective.celigo.com/u/tylerlamparter)\
**Post date:** [April 14, 2025, 5:05pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/14 "2025-04-14T17:05:45Z")

</div>

If you already have the sales rep's internal NetSuite ID, you just need to map it to `Sales Rep (InternalId)`. If you don't, then you would map the `Sales Rep (InternalId)`, go into the settings of the mapping, choose `Lookup`, then `Dynamic: NetSuite search`, and set everything else up to find the internal ID of the employee given their name, employee number, or whatever you have.

 ![The image displays a mapping interface with fields for Celigo integrator.io and NetSuite, showing options for mapping a "sales rep" field. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/1/16b14d3190a9688d9fbf03a224282163bf92d53b.png)  
 ![The image shows a user interface for editing mapping settings, with options for data type, field mapping, and various filter expressions. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/e/e8a74f8ffdf31f846029f481149941188dd8edc6.png)

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 15, 2025, 2:19pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/15 "2025-04-15T14:19:56Z")

</div>

The lookup makes sense Michael and Tyler. However im still unclear on the logic.

In our source FTP file we have the customer\_sales\_rep\_number that could be any number of different numbers.

 ![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/4/4e9fda321c2edd2e199296579f2b99de2ae3e03c.png)  
Here is the sales rep id at the employee level. This is not the sales rep internal id.

 ![This image shows a section of a user interface displaying an employee database with options to edit or view the sales representative details, highlighting the sales rep ID "830." (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/e/e6325be9a9730bc052991c735ef8f45f5f271c38.png)

Here is where the Customer record where the sales rep name is located. So the customer sales rep number (830) is imported, mapped to the employee sales rep id, then pulls the sales rep name from the employee records and attaches it to the newly imported record.

So there are three factors: the ftp source file, the employee record (sales rep id) and the customer record (sales rep name).

I appreciate your help as always.

 ![This image shows a contact and classification form with fields for phone, email, and business details, including options for SMS and customer statement email preferences. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/c/c94f9291bbf5093c26fd997c53729a21a205f6bf.png)

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<div class="post-metadata">

**Author:** ![tylerlamparter](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/tylerlamparter/32/9204_2.png) [@tylerlamparter](https://connective.celigo.com/u/tylerlamparter)\
**Post date:** [April 15, 2025, 2:59pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/16 "2025-04-15T14:59:26Z")

</div>

What are you unclear on? In my screenshot above, you would just change the dynamic filter to be `sales rep id` = `customer_sales_rep_number` or `sales rep id` is `customer_sales_rep_number` depending on the type of field it is in NetSuite. You're telling Celigo, "given sales rep id 830, find me the internal id for that sales rep so I can attach that sales rep to the customer record".

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 15, 2025, 6:40pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/17 "2025-04-15T18:40:04Z")

</div>

that is what i have set up

![image](https://us1.discourse-cdn.com/flex001/uploads/celigo/optimized/2X/0/0d019ad0914909128ae38586f23322425317c4e8_2_690x60.png)

 ![The image shows a settings menu for configuring a dynamic NetSuite search with options to filter employee records by Sales Rep ID using a specific expression. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/2/207710832778959ace96a28a256f907a54ea9972.png)

But it throws this error

 ![An error message indicates a failed record save due to an invalid sales rep reference key 830, with the code "invalid_key_or_ref" from NetSuite. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/2/2993d63f1d311446576a2558b5779602c75f9726.png)

The sales rep is indeed active.  
I still think it has something to do with this checkbox at the employee level.

 ![A dialog box titled "Field Help" provides instructions on marking an employee as a sales representative in a system. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/9/96b83fb90787d13b8e458a3224dec50947625f11.png)

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<div class="post-metadata">

**Author:** ![tylerlamparter](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/tylerlamparter/32/9204_2.png) [@tylerlamparter](https://connective.celigo.com/u/tylerlamparter)\
**Post date:** [April 15, 2025, 10:01pm UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/18 "2025-04-15T22:01:40Z")

</div>

You're probably not specifying IO to return the internal id of the employee. 830 is the sales rep number, not the internal id. The internal id is 157. In the value field, choose internal id.

 ![The screenshot shows the "Edit mapping" interface of Celigo integrator.io, where users can configure data mappings and settings for integration with NetSuite, including options for data types, field mapping, and lookup expressions. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/a/ab47a320df00359548f9c64858b00b5728f73b1d.png)

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<div class="post-metadata">

**Author:** ![baltazarrocha](https://avatars.discourse-cdn.com/v4/letter/b/3bc359/32.png) [@baltazarrocha](https://connective.celigo.com/u/baltazarrocha)\
**Post date:** [April 16, 2025, 12:21am UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/19 "2025-04-16T00:21:24Z")

</div>

Here is what i have . the destination field is sales rep (internal id)

 ![The image shows a configuration screen for setting up a dynamic NetSuite search for employee records, including filters and lookup expressions. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/b/b08770610f7b724920343addc0c2f6bfd3e02d1c.png)

But the import errored out

 ![The image shows a software interface displaying a mapping error message related to employee data and error details involving customer information in JSON format. (Captioned by AI)](https://us1.discourse-cdn.com/flex001/uploads/celigo/original/2X/f/f900a72725ec7096aacf5f649eaf69193be63811.png)

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<div class="post-metadata">

**Author:** ![tylerlamparter](https://sea1.discourse-cdn.com/flex001/user_avatar/connective.celigo.com/tylerlamparter/32/9204_2.png) [@tylerlamparter](https://connective.celigo.com/u/tylerlamparter)\
**Post date:** [April 16, 2025, 2:11am UTC](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204/20 "2025-04-16T02:11:48Z")

</div>

Why did you change your filter criteria to start looking at first name and not the sales rep id?

[Next page](https://connective.celigo.com/t/new-customer-doesnt-import-into-sandbox/4204.md?page=2)
