Projects (Projects) Import Workflow

The Projects (Projects) import workflow lets you:

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

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

Note:
You can also use the Update NetSuite Projects with SuiteProjects Pro Project Data export workflow to update project records in SuiteProjects Pro and run the integration to update the project records in NetSuite. See Update NetSuite Projects with SuiteProjects Pro Project Data Export Workflow.
Create project templates in SuiteProjects Pro, select an SuiteProjects Pro Project Template when creating a new project in NetSuite. When you import the project into SuiteProjects Pro, the SuiteProjects Pro project contains project-related information copied from the template. The information copied from the project template can include tasks, assignments, billing rules, loaded costs, revenue recognition rules, auto-bill settings, project approvers, and more. See Create new projects based on the project template specified in NetSuite.

You can import department, class, location, and subsidiary information for projects 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:

You can also import project stage and rate card information or create a workspace automatically for the project in SuiteProjects Pro when importing a project from NetSuite into SuiteProjects Pro. See the relevant workflow setting descriptions for more information:

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

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

Requirements and Downstream Dependencies

To activate the Projects (Projects) import workflow, the Customers (Customers) import workflow must also be active. See Customers (Customers) Import Workflow.

Matching project records must exist in both NetSuite and SuiteProjects Pro before you can export expense reports and timesheets associated with these projects, use purchase orders, or use time and expenses in your billing rules and generate invoices.

A project must exist in NetSuite before a contact or sales order associated with the project can be imported 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 project record after you create or update the project 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 project record when the Project 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 project 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) 3.0 or later version on your NetSuite account, NetSuite project records are imported into SuiteProjects Pro only if one of the monitored field values have changed. 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.

Note:
It is possible to turn off the Monitored Fields feature for project imports only and keep the feature enabled for other supported import workflows. To do so, contact SuiteProjects Pro Support. For an example of scenario when this may be required, see Additional Field Mappings under Projects (Projects) Import Field Mapping Definition.

Setting up the Projects (Projects) Import Workflow

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

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

(Optional) To mark new project 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 Projects 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 project record. Users with the relevant permissions can clear the box on individual records if required.

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

In SuiteProjects Pro, go to Administration > NetSuite Connector > Mapping.
Click New workflow then Projects (Projects).
Click Projects (Projects) 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 Projects (Projects) Import Workflow Settings.
Modify the field mapping definition table for the Projects (Projects) import workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Projects (Projects) Import Field Mapping Definition.
Click the switch next to the workflow name to activate or to deactivate the workflow.
Click Save.
(Optional) Add the Projects (Projects) import workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.