1. NetSuite Integration
  2. Importing Data From NetSuite Into SuiteProjects Pro
  3. Projects (Projects) Import Workflow
  4. Projects (Projects) Import Workflow Settings
  5. Map the SuiteProjects Pro project stage from the NetSuite project

Map the SuiteProjects Pro project stage from the NetSuite project

Check this box to import project stage information when importing a project record from NetSuite into SuiteProjects Pro project. This lets you set the project stage using the SuiteProjects Pro: Project Stage custom field on the project record (SuiteProjects Pro subtab) in NetSuite and import it into SuiteProjects Pro along with the other project record information.

If you want to import the project stage information only the first time a project record is imported from NetSuite into SuiteProjects Pro, use a field mapping definition row and check the box in the initial only column. The project stage information will be imported when the integration creates a record in SuiteProjects Pro but not when it updates a record already imported.

Important:

Review the following guidelines:

  • Make sure you have the exact same project stage records in both NetSuite and SuiteProjects Pro, before you start using this feature. the integration returns an error if project stages do not match. In NetSuite, create SuiteProjects Pro: Project Stage records to match each active SuiteProjects Pro project stages.

    The SuiteProjects Pro: Project Stages [customrecord_oa_project_stages] custom record type and SuiteProjects Pro: Project Stage [custentity_oa_project_stage] custom entity field are created when you install the SuiteProjects Pro SRP Integration bundle — Bundle ID 369637 (previously 2851) 1.21 or later version.

  • To review project stages configured in SuiteProjects Pro, go to Administration > Application Settings > Projects > Project Stages.

  • Remember to create or update project stages in both applications when you make changes.

  • If the SuiteProjects Pro: Project Stage field is empty on the NetSuite project record, the integration does not update the project stage on the SuiteProjects Pro project record. This is to prevent any existing project stage being removed accidentally from a project in SuiteProjects Pro.