Supported Record Types and Integration Operations

The following table lists the NetSuite record types and SuiteProjects Pro record types available for integration as standard, together with information about how NetSuite record types and SuiteProjects Pro record types can be paired and the integration operations supported for each pair.

NetSuite Record	SuiteProjects Pro Record	Import from NetSuite Create & Update	Export SuiteProjects Pro > NetSuite Create	Export SuiteProjects Pro > NetSuite Update
Customer	Customer	Customers (Customers) Import Workflow	Customers (Customers) Export Workflow
Credit Memo	Invoice		Send SuiteProjects Pro Credits (Negative Invoices) as NetSuite Credit Memos Export Workflow
Contact	Contact	Contacts (Contacts) Import Workflow
Custom Record	Revenue Recognition Rule		Recognition Rules (Custom Record: SuiteProjects Pro: Revenue Rules for ARM) Export Workflow
Custom Record	Revenue Recognition Transaction		Recognition Transactions (Custom Record: SPP: Revenue Transactions for ARM) Export Workflow
Employee	Employee	Employees (Employees) Import Workflow
Expense Category	Item	Expense Items (Expense Categories) Import Workflow
Expense Report	Expense Report		Expense Reports (Expense Reports) Export Workflow
Job	Project	Projects (Projects) Import Workflow	Projects (Projects) Export Workflow	Update NetSuite Projects with SuiteProjects Pro Project Data Export Workflow
Invoice	Invoice		Invoices (Invoices) Export Workflow
Item	Category	Services (Services Items) Import Workflow
Item	Product	Products (Purchase Items) Import Workflow
Journal Entry	Revenue Recognition Transaction		Recognition Transactions (Revenue Recognition Transactions) Export Workflow
Project Task	Project Task	Tasks (Project Tasks) Import Workflow		Update NetSuite Tasks with SuiteProjects Pro Task Data
Opportunity Item	Project Task		WBS (Opportunity) Export Workflow
Purchase Requisition	Purchase Request		Purchase Requests (Purchase Requisitions) Export Workflow
Support Case	Project Task	Tasks (Support Cases) Import Workflow
TimeBill	Task		Time Entries (Time) Export Workflow
Transaction (Credit Memo)	Invoice	Credits (Applied Credit Memos) Import Workflow
Transaction (Customer Deposit)	Retainer	Retainers (Applied Customer Deposits) Import Workflow
Transaction (Customer Payment)	Payment	Payments (Invoice Payments) Import Workflow
Transaction (Purchase Order)	Purchase Order	POs (Purchase Orders) Import Workflow
Transaction (Reimbursement)	Reimbursement	Reimbursements (Expense Report Reimbursements) Import Workflow
Transaction (Sales Order)	Customer PO	Customer POs (Sales Orders) Import Workflow
Transaction (Vendor Bill)	Purchase Order	POs (Vendor Bills) Import Workflow
Vendor	User	Employees (Vendors) Import Workflow
Vendor	Vendor	Vendors (Vendors) Import Workflow

NetSuite Record

SuiteProjects Pro Record

Import from NetSuite

Create & Update

Export SuiteProjects Pro > NetSuite

Create

Export SuiteProjects Pro > NetSuite

Update

Customer

Customers (Customers) Import Workflow

Customers (Customers) Export Workflow

Credit Memo