Adding and Managing Integration Workflows

1

List of integration workflows — The list in the left pane shows all configured integration workflows in the order of execution. Workflow names include the SuiteProjects Pro record type followed by the NetSuite record type in round brackets.

The arrow icon next to the workflow name indicates if it is an import or export workflows and if the workflow is active or not.

• Arrow pointing right — Import workflow (workflow importing records from NetSuite to SuiteProjects Pro).

• Arrow pointing left — Export workflow (workflow exporting records from SuiteProjects Pro to NetSuite).

• Green icon background — Active workflow (the workflow can be included in your integration runs).

• Gray icon background — Inactive workflow (the workflow cannot be included in your integration runs).

Click a workflow name to show the field mapping and other controls for this workflow. The selected workflow is indicated with a white color background (instead of gray). For more information about field mappings, see Mapping SuiteProjects Pro Fields and NetSuite Fields.

2

Active switch — Click the switch next to the workflow name to activate or to deactivate the selected workflow.

You can only include an integration workflow in an integration run if this workflow is active. Conversely, you cannot deactivate an integration workflow if this workflow is included in a workflow group selected for an active scheduled integration run, or if the corresponding SuiteProjects Pro record type is selected for an active real-time integration. See Protected workflows.

3

Removing a workflow from the list — To remove the workflow from the list, click the delete icon .

You cannot remove a workflow from the list if this workflow is included in a workflow group selected for an active scheduled integration run, or if the corresponding SuiteProjects Pro record type is selected for an active real-time integration. See Protected workflows.

4

Workflow settings — To view configuration settings and features specific to the selected workflow, click Settings. See Workflow Settings.

You cannot change any of the workflow settings if this workflow is included in a workflow group selected for an active scheduled integration run, or if the corresponding SuiteProjects Pro record type is selected for an active real-time integration. See Protected workflows.

The NetSuite Connector administration form also includes settings that can be used to enhance the performance of particular workflows. See Performance features.

5

Adding an integration workflow — To add an integration workflow, click New workflow then click the name of the workflow you want to add from the list.

• The arrow icon next to each workflow name indicates if it is an import or export workflow (See item 1 in this table).

• You can only add workflows if the workflow is enabled on the NetSuite Connector administration form in SuiteProjects Pro. Others are not listed. See NetSuite Connector Administration Settings.

• After you add a workflow:

  • The workflow appears in its predefined position on the list, according to the order of execution.

  • The workflow is inactive. You can click the active switch to activate the workflow

  • The field mapping definition table shows the default configuration with all default field mapping rows set to active.