Reimbursements (Expense Report Reimbursements) Import Workflow
The Reimbursements (Expense Report Reimbursements) import workflow lets you:
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Record bill payments against expense reports or vendor bills previously exported from SuiteProjects Pro expense reports to NetSuite, and then import the bill payment records into SuiteProjects Pro as reimbursements.
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Update bill payments in NetSuite and use the NetSuite <> SuiteProjects Pro integration to update the corresponding reimbursements in SuiteProjects Pro.
Changes made to the reimbursement records in SuiteProjects Pro after the initial import are not exported back to NetSuite.
For information about field mapping definitions for this workflow, see Reimbursements (Expense Report Reimbursements) Import Field Mapping Definition.
Requirements and Downstream Dependencies
Matching expense report transaction records must exist in both NetSuite and SuiteProjects Pro before you can import bill payments applied to expense reports from NetSuite into SuiteProjects Pro as reimbursements.
Matching vendor bill transaction records in NetSuite and expense report records in SuiteProjects Pro must exist before you can import bill payments applied to vendor bills from NetSuite into SuiteProjects Pro as reimbursements.
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 reimbursement records after you create or update the bill payment records 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 reimbursement records when the bill payment 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 reimbursement 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 Reimbursements (Expense Report Reimbursements) Import Workflow
Use the following steps to set up the Reimbursements (Expense Report Reimbursements) import workflow.
No additional setting is required in NetSuite.
To set up the Reimbursements (Expense Report Reimbursements) import workflow in SuiteProjects Pro
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In SuiteProjects Pro, go to Administration > NetSuite Connector.
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Click the Tips button then NetSuite Connector Administration.
The NetSuite Connector administration form appears.
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Check the Reimbursements (Expense Report Reimbursements) box under the Imports section.
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Click Save then Close.
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Go to Administration > NetSuite Connector > Mapping.
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Click New workflow then Reimbursements (Expense Report Reimbursements).
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Click Reimbursements (Expense Report Reimbursements) in the list of integration workflows.
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Modify the field mapping definition table for the Reimbursements (Expense Report Reimbursements) import workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Reimbursements (Expense Report Reimbursements) 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 Reimbursements (Expense Report Reimbursements) import workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.