Services (Services Items) Import Workflow

The Services (Services Items) import workflow lets you:

Create new service item records in NetSuite first and then import them into SuiteProjects Pro as service records.
Update service item records in NetSuite and use the NetSuite <> SuiteProjects Pro integration to update the corresponding service record in SuiteProjects Pro.

Note:

You can also:

Import items of all types (both service items and other types of items) from NetSuite into SuiteProjects Pro as services records using the Services (Services Items) import workflow. If you use NetSuite CRM, you can import items of all subtypes from NetSuite into SuiteProjects Pro. This can be useful to import other type of items that hold billing information. See Disable NetSuite service type filtering for services in NetSuite integration and Disable NetSuite item subtype filtering for services in NetSuite integration (for NetSuite CRM+accounts only).
Import purchase item records (items used on purchase orders) from NetSuite into SuiteProjects Pro as product records using the Products (Purchase Items) import workflow. See Products (Purchase Items) Import Workflow.

Important:

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

For information about workflow specific settings, see Services (Service Items) Import Workflow Settings.

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

Requirements and Downstream Dependencies

Matching NetSuite service item and SuiteProjects Pro service records must exist before you can export invoices and credit memos from SuiteProjects Pro to NetSuite.

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 service record after you create or update the service item 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 service record when the service item form is saved in NetSuite. See Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro.
View and edit the SuiteProjects Pro service 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.

Setting up the Services (Service Items) Import Workflow

The Services (Service Items) import workflow is available as standard. Use the following steps to set up the workflow.

To set up the Services (Service Items) import workflow in NetSuite

(Optional) To mark new service item 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 Service Items by Default box.
After you enable this preference, the Export to SuiteProjects Pro [custitem_oa_export_to_openair] box is checked by default when a user creates a new service item record. Users with the relevant permissions can clear the box on individual records if required.

To set up the Services (Service Items) import workflow in SuiteProjects Pro

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