Tasks (Project Tasks) Import Workflow

The Tasks (Project Tasks) import workflow lets you:

Create new project task records in NetSuite first and then import them into SuiteProjects Pro.
Update project task records in NetSuite and use the NetSuite <> SuiteProjects Pro integration to update the corresponding task record in SuiteProjects Pro.
Note:
You can also:
- Create and update support case records in NetSuite and then import them into SuiteProjects Pro as tasks. See Tasks (Support Cases) Import Workflow.
- Update tasks records in SuiteProjects Pro and run the integration to update the project task records in NetSuite using the Update NetSuite Tasks with SuiteProjects Pro Task Data export workflow. See Update NetSuite Tasks with SuiteProjects Pro Task Data.

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

Requirements and Downstream Dependencies

Matching project records must exist in both NetSuite and SuiteProjects Pro before you can import project tasks from NetSuite into SuiteProjects Pro.

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 task record after you create or update the project task 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 task record when the Project task form is saved in NetSuite. See Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro.
View and edit the SuiteProjects Pro task 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) 2.04 or later version on your NetSuite account, NetSuite task 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.

Use the following steps to set up the workflow.

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.
Check the Enable SuiteProjects Pro Task Integration box.
Click Save.

In SuiteProjects Pro, go to Administration > NetSuite Connector.
Click the Tips button then NetSuite Connector Administration.

The NetSuite Connector administration form appears.
Check the Tasks (Project Tasks) box under the Imports section.
Click Save then Close.
Go to Administration > NetSuite Connector > Mapping.
Click New workflow then Tasks (Project Tasks).
Click Tasks (Project Tasks) in the list of integration workflows.
Modify the field mapping definition table for the Tasks (Project Tasks) import workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Tasks (Project Tasks) Import Field Mapping Definition.
Click the switch next to the workflow name to activate or to deactivate the workflow.
Click Save.
(Optional) Add the Tasks (Project Tasks) import workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.