Disable Export to SuiteProjects Pro filtering for customers in NetSuite integration
Check this box to import all customers from NetSuite to SuiteProjects Pro.
-
When checked, the integration imports customer records from NetSuite into SuiteProjects Pro even if the Export to SuiteProjects Pro [
custentity_oa_export_to_openair
] box is not checked on the NetSuite customer record. -
Otherwise, the integration imports a customer record only if the Export to SuiteProjects Pro [
custentity_oa_export_to_openair
] box is checked.
By default, NetSuite lead and prospect records (customer records with the Stage field set to Lead
or Prospect
) are not imported into SuiteProjects Pro. You can modify this behavior to import leads and prospects — See Include NetSuite leads marked 'Export to SuiteProjects Pro' in the customers import and Include NetSuite prospects marked 'Export to SuiteProjects Pro' in the customers import.