Customers (Customers) Import Workflow

The Customers (Customers) import workflow lets you:

Create new customer records in NetSuite first and then import them into SuiteProjects Pro.

Note:
You can also use the Customers (Customers) export workflow to create new customer records in SuiteProjects Pro first and then export them to NetSuite. See Customers (Customers) Export Workflow.
Update customer records in NetSuite and use the NetSuite <> SuiteProjects Pro integration to update the corresponding customer record in SuiteProjects Pro.

Important:

NetSuite is the primary application for customer records. Changes made to customer records in SuiteProjects Pro after the initial import are not exported back to NetSuite.

You can also import NetSuite leads and prospects into SuiteProjects Pro as customers. See the following workflow settings:

You can import department, class, location, and subsidiary information for customers from NetSuite into SuiteProjects Pro as new hierarchies or map them to existing hierarchies in SuiteProjects Pro. See Importing or Mapping NetSuite Classifications to SuiteProjects Pro Hierarchies. See also the following workflow settings:

For information about workflow specific settings, see Customers (Customers) Import Workflow Settings.

For information about field mapping definitions for this workflow, see Customers (Customers) Import Field Mapping Definition.

Requirements and Downstream Dependencies

Matching customer records must exist in both NetSuite and SuiteProjects Pro before you can:

Import projects associated with these customers from NetSuite into SuiteProjects Pro.
Export projects from SuiteProjects Pro to NetSuite.
Import contacts associated with these customers or these customers’ projects from NetSuite into SuiteProjects Pro.

Supported Features

Workflow Settings

Filters

Advanced Mapping

Real-Time

SuiteProjects Pro Within NetSuite

Monitored Fields

Check mark

Run the integration manually, use a scheduled integration run to create or update the SuiteProjects Pro customer record after you create or update the customer record in NetSuite. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.
Setup the real-time integration to create or update the SuiteProjects Pro customer record when the Customer form is saved in the NetSuite UI, and optionally when the customer record is saved in NetSuite using a SOAP API or RESTlet API request. See Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro.
View and edit the SuiteProjects Pro customer record from the NetSuite UI using the SuiteProjects Pro Within NetSuite (SuiteProjects Pro NetSuite Single Sign-On Integration) feature. See Enabling Access to SuiteProjects Pro From Within NetSuite.
When you install SuiteProjects Pro SRP Integration bundle 369637 (previously 2851) 2.08 or later version on your NetSuite account, NetSuite customer records are imported into SuiteProjects Pro only if one of the monitored field values have changed. See Monitored Fields. Make sure that the Use monitored fields box is checked on the NetSuite Connector administration form in SuiteProjects Pro to take advantage of the feature. For more information, see Monitored Fields, Enabling Monitored Fields for Import Workflows, and Use monitored fields.

Setting up the Customers (Customers) Import Workflow

The Customers (Customers) import workflow is enabled as standard. Use the following steps to set up the workflow.

To set up the Customers (Customers) import workflow in NetSuite

(Optional) To mark new customer records for export to SuiteProjects Pro by default:
1. In NetSuite, do one of the following:
  - Go to Setup > Company > General Preferences (Custom Preferences), if you are using the SuiteScript 1 versions of SuiteProjects Pro SRP Integration (Bundle ID 369637) bundle scripts.
  - Go to Customization > Lists, Records and Fields > Records > [View list forSuiteProjects Pro: Integration Settings] > [View SuiteProjects Pro Integration Settings Record] , if you are using the SuiteScript 2 versions of SuiteProjects Pro SRP Integration (Bundle ID 369637) bundle scripts.
2. Check the Export Customers by Default box.
After you enable this preference, the Export to SuiteProjects Pro [custentity_oa_export_to_openair] box is checked by default when a user creates a new customer record. Users with the relevant permissions can clear the box on individual records if required.

To set up the Customers (Customers) import workflow in SuiteProjects Pro

In SuiteProjects Pro, go to Administration > NetSuite Connector > Mapping.
Click New workflow then Customers (Customers).
Click Customers (Customers) in the list of integration workflows.
Click Workflow settings to view and modify the settings specific to this workflow. For more information about the workflow settings, see Customers (Customers) Import Workflow Settings.
Modify the field mapping definition table for the Customers (Customers) import workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Customers (Customers) Import Field Mapping Definition.
Click the switch next to the workflow name to activate or to deactivate the workflow.
Click Save.
(Optional) Add the Customers (Customers) import workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.