Configuring SuiteProjects Pro for the Integration

SuiteProjects Pro Professional Services configures your SuiteProjects Pro account initially so that you can use the integration. Thereafter, you can control your integration settings using the NetSuite Connector pages in the SuiteProjects Pro UI, if you need to make any changes or if you want to take advantages of new integration features. You should contact SuiteProjects Pro Professional Services if you need to make changes to your integration configuration, and that you test any configuration changes on sandbox accounts before implementing them on your production accounts.

To access the NetSuite Connector pages in SuiteProjects Pro, go to Administration > NetSuite Connector.

The NetSuite Connector configuration and administration pages include the following elements:

• Main NetSuite Connector page — The main NetSuite Connector page lets you specify the credentials used to connect to your NetSuite account, specify the data to import from NetSuite to SuiteProjects Pro and to export from SuiteProjects Pro to NetSuite, and manage other settings.

  The main NetSuite Connector page includes several tabs, and uses a graphical user interface instead of advanced tag notation to allow more control over customizing the integration. For an overview of the feature, see Navigating the NetSuite Connector UI in SuiteProjects Pro.

  The following help topics describe how to configure the NetSuite integration in SuiteProjects Pro:

  • Connecting SuiteProjects Pro to NetSuite for the Integration

  • Adding and Managing Integration Workflows

  • Mapping SuiteProjects Pro Fields and NetSuite Fields

  • Scheduling the Integration to Run Automatically

  • Enabling the SuiteProjects Pro Within NetSuite Feature in SuiteProjects Pro

  • Enabling the Real-Time Record Import Feature in SuiteProjects Pro

  • Configuring Real-Time Record Export from SuiteProjects Pro to NetSuite

• NetSuite Connector administration form — The NetSuite Connector administration form lets you select the workflows to include in your integration and additional features, depending on your business needs. For more information, see NetSuite Connector Administration Settings.

• Workflow settings — You can control settings specific to each workflow. On the NetSuite Connector Mapping tab, select a workflow and click Settings in the top right corner to view the workflow settings form. The Mapping tab only shows the Settings link if there are any specific settings for the selected workflow. See Workflow Settings.

• Settings history page — Review the history of integration configuration changes. See Reviewing NetSuite Connector Settings History.

• Status page — Review the history and status of integration runs. See Reviewing the Integration Run History and Status.

• Health Check — Review best practice recommendations for your integration configuration. See SuiteProjects Pro NetSuite Connector Health Check.

• Access Control — Account administrators can control who has access to NetSuite Connector pages and to specific integration funbctionality in SuiteProjects Pro. See Integration Role Permissions in SuiteProjects Pro.