1. NetSuite Integration
  2. Exporting Data From SuiteProjects Pro to NetSuite
  3. Update NetSuite Projects with SuiteProjects Pro Project Data Export Workflow

Update NetSuite Projects with SuiteProjects Pro Project Data Export Workflow

The Update NetSuite Projects with SuiteProjects Pro Project Data export workflow lets you update project records in SuiteProjects Pro and use the NetSuite <> SuiteProjects Pro integration to update the corresponding project record in NetSuite.

Note:

You can use the Projects (Projects) import workflow to create new project records in NetSuite first and then import them into SuiteProjects Pro. See Projects (Projects) Import Workflow.

You can also use the Projects (Projects) export workflow to create new project records in SuiteProjects Pro first and then export them to NetSuite. See Projects (Projects) Export Workflow.

For information about workflow-specific settings, see Update NetSuite projects with SuiteProjects Pro project data Export Workflow Settings.

For information about field mapping definitions for this workflow, see Update NetSuite Projects with SuiteProjects Pro Project Data Field Mapping Definition.

Requirements and Downstream Dependencies

Matching project records must exist in both NetSuite and SuiteProjects Pro before you can update projects in SuiteProjects Pro and use the NetSuite <> SuiteProjects Pro integration to update the corresponding project record in NetSuite.

To export updated information for projects with a given Project stage from SuiteProjects Pro to NetSuite, the project stage record in SuiteProjects Pro must be matched with a project status record in NetSuite.

Note:

When you enable the Update NetSuite Projects with SuiteProjects Pro Project Data export workflow, the integration adds the following custom fields associated with Project stage records in SuiteProjects Pro:

  • NetSuite Status ID [netsuite_project_stage_id] — Text field that holds the internal ID of the status record in NetSuite corresponding to the SuiteProjects Pro project stage. You can match more than one project stage records in SuiteProjects Pro with the same project status record in NetSuite.

  • Allow projects in this project stage to be updated in NetSuite [netsuite_push_project_stage_filter] — Check the box to export updated information for projects with this project stage from SuiteProjects Pro to NetSuite. Note that the workflow supports custom filters and that you should use a custom filter condition to update only projects at specific project stages. However the Allow projects in this project stage to be updated in NetSuite box method is still supported.

Supported Features

Workflow Settings

Filters

Advanced Mapping

Real-Time

SuiteProjects Pro Within NetSuite

Monitored Fields

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* Settings dependent

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Setting up the Update NetSuite Projects with SuiteProjects Pro Project Data Export Workflow

Use the following steps to set up the Update NetSuite Projects with SuiteProjects Pro Project Data export workflow.

To set up the Update NetSuite Projects with SuiteProjects Pro Project Data export workflow in SuiteProjects Pro

  1. In SuiteProjects Pro, go to Administration > NetSuite Connector, click the Tips menu button, then NetSuite Connector administration form.

  2. Check the Update NetSuite Projects with SuiteProjects Pro Project Data box under the Exports form section.

  3. (Optional) Check the Exclude reporting values from Update NetSuite projects with SuiteProjects Pro project data box under the Performance features form section. You should check this box unless you need a wider range of SuiteProjects Pro fields available for mapping and performance is not a concern for your integration. See Exclude reporting values from Update NetSuite projects with SuiteProjects Pro project data.

  4. Click Save.

  5. Go to Administration > Application Settings > Projects > Project stages.

  6. For each project stage, if you want updated information to be exported to NetSuite for projects with this project stage, do the following:

    1. Enter the NetSuite Status ID — the Internal ID of the corresponding project status record in NetSuite.

      Note:

      You can use the same NetSuite Status ID for one or more project stages. A 1:1 relationship is not required between NetSuite statuses and SuiteProjects Pro project stages.

      If you need to create new statuses in NetSuite, go to Setup > Accounting > Accounting Lists > New > Project Status.

    2. Check the Allow projects in this project stage to be updated in NetSuite box.

    3. Click Save.

  7. Go to Administration > NetSuite Connector > Mapping.

  8. Click New workflow then Update NetSuite Projects with SuiteProjects Pro Project Data.

  9. Click Update NetSuite Projects with SuiteProjects Pro Project Data in the list of integration workflows.

  10. Click Workflow settings to view and modify the settings specific to this workflow. For more information about the workflow settings, see Update NetSuite projects with SuiteProjects Pro project data Export Workflow Settings.

  11. Modify the field mapping definition table for the Update NetSuite Projects with SuiteProjects Pro Project Data export workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Update NetSuite Projects with SuiteProjects Pro Project Data Field Mapping Definition.

  12. Click the switch next to the workflow name to activate Active switch set to ON or to deactivate Active switch set to OFF the workflow.

  13. Click Save.

  14. (Optional) Add the Update NetSuite Projects with SuiteProjects Pro Project Data export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.