Expense Items (Expense Categories) Import Workflow
The Expense Items (Expense Categories) import workflow lets you:
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Create new expense category records in NetSuite first and then import them into SuiteProjects Pro as expense item records.
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Update expense category records in NetSuite and use the NetSuite <> SuiteProjects Pro integration to update the corresponding expense item record in SuiteProjects Pro.
NetSuite is the primary application for item records. Changes made to expense item records in SuiteProjects Pro after the initial import are not exported back to NetSuite.
For information about field mapping definitions for this workflow, see Expense Items (Expense Categories) Import Field Mapping Definition.
Requirements and Downstream Dependencies
Matching NetSuite expense category and SuiteProjects Pro expense items records must exist before you can export expense reports from SuiteProjects Pro to NetSuite.
Supported Features
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Workflow Settings |
Filters |
Advanced Mapping |
Real-Time |
SuiteProjects Pro Within NetSuite |
Monitored Fields |
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Run the integration manually, use a scheduled integration run to create or update the SuiteProjects Pro expense item record after you create or update the expense category record in NetSuite. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.
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Setup the real-time integration to create or update the SuiteProjects Pro expense item record when the expense category form is saved in NetSuite. See Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro.
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View and edit the SuiteProjects Pro expense item 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 Expense Items (Expense Categories) Import Workflow
The Services (Service Items) workflow is available as standard. Use the following steps to set up the workflow.
No additional setting is required in NetSuite.
To set up the Expense Items (Expense Categories) import workflow in SuiteProjects Pro
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In SuiteProjects Pro, go to Administration > NetSuite Connector > Mapping.
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Click New workflow then Expense Items (Expense Categories).
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Click Expense Items (Expense Categories) in the list of integration workflows.
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Modify the field mapping definition table for the Expense Items (Expense Categories) import workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Expense Items (Expense Categories) Import Field Mapping Definition.
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Click the switch next to the workflow name to activate
or to deactivate 
the workflow. -
Click Save.
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(Optional) Add the Expense Items (Expense Categories) import workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.