Customers (Customers) Export Workflow

The Customers (Customers) export workflow lets you create new customer records in SuiteProjects Pro first and then export them to NetSuite.

NetSuite is the primary application for customer records. Changes made to customer records in SuiteProjects Pro after the initial export are not exported to NetSuite. The Customers (Customers) export workflow can be used to create new customer records in NetSuite but not to update already integrated customer records.

Note:

You can use the Customers (Customers) import workflow to:

Create new customer records in NetSuite first and then import them into SuiteProjects Pro. See Employees (Employees) Import Workflow.
Update customer records in NetSuite and use the NetSuite <> SuiteProjects Pro integration to update the corresponding customer records in SuiteProjects Pro.

For more information, see Customers (Customers) Import Workflow.

If you use the deprecated 3–way Salesforce, SuiteProjects Pro and NetSuite integration to export customer records from SuiteProjects Pro to NetSuite, you should use the Customers (Customers) export workflow instead. See Replacing the Deprecated 3-Way Salesforce, SuiteProjects Pro and NetSuite Integration With the Customers (Customers) or Projects (Projects) Export Workflows.

For information about workflow specific settings, see Customers (Customers) Export Workflow Settings.

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

Requirements and Downstream Dependencies

Matching customer records must exist in both NetSuite and SuiteProjects Pro before you can:

Import projects associated with these customers from NetSuite into SuiteProjects Pro.
Export projects from SuiteProjects Pro to NetSuite.
Import contacts associated with these customers or these customers’ projects from NetSuite into SuiteProjects Pro.

Supported Features

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 customer record after you create or update the customer 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 customer record when the Customer form is saved in NetSuite. See Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro.
View and edit the SuiteProjects Pro customer 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 Customers (Customers) Export Workflow

Use the following steps to set up the Customers (Customers) export workflow.

To set up the Customers (Customers) export workflow in SuiteProjects Pro

In SuiteProjects Pro, go to Administration > NetSuite Connector, click the Tips menu button, then NetSuite Connector administration form.
Check the Customers (Customers) box under the Exports form section.
Go to Administration > NetSuite Connector > Mapping.
Click New workflow then Customers (Customers).
Click Customers (Customers) 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 Customers (Customers) Export Workflow Settings.
Modify the field mapping definition table for the Customers (Customers) export workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Customers (Customers) Export Field Mapping Definition.
Click the switch next to the workflow name to activate or to deactivate the workflow.
Click Save.
(Optional) Add the Customers (Customers) export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.