Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro

To configure real-time record import from NetSuite into SuiteProjects Pro:

1. In NetSuite, install or update the following bundles. See Installing a Bundle (external link to NetSuite SuiteAnswers | Answer ID: 10223).

   • SuiteProjects Pro SRP Integration (Bundle ID: 369637) – release version 4.0 or later.

     This bundle:

     • Adds fields to the SuiteProjects Pro: Integration Settings custom record type. Some of the fields are required to enable the NetSuite <> SuiteProjects Pro integration to use NetSuite as OIDC Provider for outbound single sign-on.

       Version 4.03 or later of the bundle adds the settings required for the optional real-time import support for NetSuite customer, project or user records updated one by one using a SOAP request.

     • Adds the following permission to the SuiteProjects Pro Integration Administrator role:

       • OIDC Provider Setup (Full)

       • OAuth 2.0 Authorized Applications Management (Full)

       • Log in using OAuth 2.0 Access Tokens (Full)

       • Certificate management (Full)

   • SuiteProjects Pro Real-time Add-on (Bundle ID 369630) – release version 3.0 or later.

     This bundle version:

     • Updates the SuiteProjects Pro: Send to SPP 2.0 user event script to import records from NetSuite into SuiteProjects Pro in real-time using certificate-based authentication.

       Version 3.02 or later of the bundle updates this script to add optional real-time import support for NetSuite customer, project or user records updated one by one using a SOAP request.

     • Adds the custcertificate_oa_realtime certificate record. The default certificate openair-certificate.pem associated with the custcertificate_oa_realtime certificate record is not valid. It is a required placeholder that will be replaced later (Steps 6 and 7).

     Important:

     Update SuiteProjects Pro SRP Integration bundle (Bundle ID 369637) to Version 4.0 or later before you update SuiteProjects Pro Real-time Add-on (Bundle ID 369630) to version 3.0. SuiteProjects Pro SRP Integration bundle (Bundle ID 369637) 4.0 updates the SuiteProjects Pro: Integration Settings custom record type with settings required for using certificate-based authentication for the Real-Time Record Import feature.

     Both bundles include SuiteScript 2 and SuiteScript 1.0 versions of all scripts.

     • After you install or update the SuiteProjects Pro SRP Integration (Bundle ID: 369637) bundle from a previous version, SuiteScript 1.0 version of scripts are deployed by default, unless you switched to SuiteScript 2 versions before the update. You can switch to the SuiteScript 2 versions, or continue to use the updated SuiteScript 1.0 versions. See Switching to SuiteScript 2 Versions of Integration Bundle Scripts.

     • SuiteProjects Pro Real-time Add-on (Bundle ID 369630) Version 3.0 or later is required and SuiteProjects Pro: Send to SPP 2.0 must be deployed to enable real-time record import from NetSuite into SuiteProjects Pro using certificate-based authentication.

       SuiteProjects Pro: Send to SPP (SuiteScript 1.0 version) supports only the SuiteSignOn method. SuiteProjects Pro: Send to SPP 2.0 (SuiteScript 2.0 version) supports both the SuiteSignOn and certificate-based authentication methods. SuiteProjects Pro will end support for this SuiteScript 1.0 version some time after the NetSuite 2025.1 release, when support for the SuiteSignOn feature ends (date to be confirmed).

2. If you are using your own custom role for the SuiteProjects Pro integration instead of the “SuiteProjects Pro Integration Administrator” role created by the SuiteProjects Pro SRP Integration (Bundle ID 369637) bundle, make sure that this custom role includes the Certificate management permission (Full permission level) in the Setup secondary subtab. For more information, see Creating a Custom Role for the Integration in NetSuite.

3. Deploy SuiteProjects Pro: Send to SPP 2.0 for each record type you want to import into SuiteProjects Pro using the real-time integration.

   Note:

   If you are updating SuiteProjects Pro Real-time Add-on (Bundle ID 369630) bundle from version 1.x, undeploy the SuiteScripts 1.0 version of the script for all the record types before you deploy the SuiteScripts 2.0 version. To do so:

   1. Go to Customization > Scripting > Scripts.

   2. Locate the SuiteProjects Pro: Send to SPP script and click Deployments.

      The Script Deployments list appears.

   3. Clear the boxes under Deployed for all record types.

   4. Click Submit.

   See also Switching to SuiteScript 2 Versions of Integration Bundle Scripts.

   1. Go to Customization > Scripting > Scripts.

   2. Locate the SuiteProjects Pro: Send to SPP 2.0 script and click View.

      Tip:

      Use filters to show only the relevant scripts in the list. Set the From bundle filter to 369630.

   3. Do the following for each record type you want to import into SuiteProjects Pro using the real-time integration:

      1. In the Deployments subtab, click the record type name.

         The script deployment record appears.

      2. Click Edit.

      3. Change the following settings:

         • Deployed – Check the box

         • Execute as Role – Select SuiteProjects Pro Integration Administrator or the custom role you created for the integration. See Creating a Custom Role for the Integration in NetSuite.

         • Roles (Audience subtab) – Check the Select All box.

      4. Click Save.

      5. Click the Script link to go back to the SuiteProjects Pro: Send to SPP 2.0 script record.

4. Verify that SuiteProjects Pro: Send to SPP 2.0) runs after all other user event scripts for each record type you want to import into SuiteProjects Pro using the real-time integration. See Verifying User Event Scripts Running Order.

5. Update the preferences for the NetSuite <> SuiteProjects Pro integration.

   1. Go to Customization > Lists, Records and Fields > Record Types.

   2. Click List for the custom record type SuiteProjects Pro: Integration Settings.

      The SuiteProjects Pro: Integration Settings record list appears and should include one record only (SuiteProjects Pro Integration Settings Record).

   3. Click Edit for the record SuiteProjects Pro Integration Settings Record.

   4. Enter the following information:

      • SuiteProjects Pro URL — The URL for your SuiteProjects Pro account. The URL must include the account-specific domain name for your SuiteProjects Pro account. For more information about your account-specific domain name, see Your Account URLs.

        Note:

        OpenAir is now SuiteProjects Pro. As of 5 a.m. Eastern Time (UTC–5) on January 25, 2025, for your sandbox account, and on February 15, 2025, for your production account, service URLs with the netsuitesuiteprojectspro.com domain name replace URLs with the openair.com domain name.

        For your production account, the sign-in page URL now is https://auth.netsuitesuiteprojectspro.com/login and the account-specific domain is <company-id>.app.netsuitesuiteprojectspro.com. After signing in, you are redirected to an account URL with the netsuitesuiteprojectspro.com domain name. Any links or bookmarks to sign-in page or account URLs with the openair.com domain name redirect to the SuiteProjects Pro sign-in page, even if you have an active SuiteProjects Pro session in a different browser tab.

        For backward compatibility, service URLs with the openair.com domain name continue to be supported until further notice for API requests, BI Connector requests, WSDL, and the NetSuite integration setup for real-time record import and single sign-on.

        For more information about the change, see Introducing SuiteProjects Pro.

      • SuiteProjects Pro Database ID — Your unique SuiteProjects Pro account number. See Finding the Database ID for Your Account.

      

   5. In the SuiteProjects Pro Real-time Add-on subtab

      • Check the Real-time integration with SuiteProjects Pro box.

      • Enter the email address to be used for error notifications (Email address to send errors).

      • (Optional) Check the Leads with customer integration and Prospects with customer integration boxes to enable additional customer integration features for use with leads and prospects.

        Note:

        Make sure the following settings are enabled on the NetSuite Connector administration form in SuiteProjects Pro, before you enable these features in NetSuite:

        • Include NetSuite leads marked 'Export to SuiteProjects Pro' in the customers import

        • Include NetSuite prospects marked 'Export to SuiteProjects Pro' in the customers import

        Make sure that the real-time integration script is deployed for Leads (customdeploy_oa_send_lead) and Prospects (customdeploy_oa_send_prospect).

      • (Optional) Check the corresponding box for each type of records you want to import automatically into SuiteProjects Pro when the record is saved in NetSuite using a SOAP API request. This may be useful if you use an integration between NetSuite and a third-party application to update records one by one. The real-time import into SuiteProjects Pro is not triggered when NetSuite records are updated in bulk using a SOAP API request. Requires SuiteProjects Pro SRP Integration (Bundle ID: 369637) 4.03 or later version and SuiteProjects Pro Real-time Add-on (Bundle ID 369630) 3.02 or later version.

        • Enable triggering real-time export of customers from SOAP

        • Enable triggering real-time export of projects from SOAP

        • Enable triggering real-time export of users from SOAP

      • (Optional) Check the corresponding box for each type of records you want to import automatically into SuiteProjects Pro when the record is saved in NetSuite using a RESTlet API request. This may be useful if you use an integration between NetSuite and a third-party application to update records one by one. The real-time import into SuiteProjects Pro is not triggered when NetSuite records are updated in bulk using a RESTlet API request. Requires SuiteProjects Pro SRP Integration (Bundle ID: 369637) 5.01 or later version and SuiteProjects Pro Real-time Add-on (Bundle ID 369630) 4.01 or later version.

        • Enable triggering real-time export of customers from RESTlets

        • Enable triggering real-time export of projects from RESTlets

        • Enable triggering real-time export of users from RESTlets

      

   6. Click Save.

6. Enable the Real-Time Record Import feature in SuiteProjects Pro, and verify that a valid certificate was generated and saved to NetSuite and SuiteProjects Pro. See Enabling the Real-Time Record Import Feature in SuiteProjects Pro.

   Note:

   SuiteProjects Pro uses certificates to validate real-time record import requests.

   Certificates are valid for a finite period. After the initial set up, SuiteProjects Pro generates a new certificate and saves it to NetSuite and SuiteProjects Pro automatically one to two weeks before the previous certificate expires. You can verify if the real-time record import certificate is valid, and generate a new certificate at any time in SuiteProjects Pro. See Real-Time Record Import Certificate and Certificate Rotation.

Real-Time Import Functionality and Controls

Review the following functionality, controls and limitations:

• The NetSuite Connector configuration in SuiteProjects Pro determines real-time record imports from NetSuite into SuiteProjects Pro:

  • The corresponding workflow must be enabled in the NetSuite Connector administration form in SuiteProjects Pro. See Imports.

  • The corresponding workflow must be activated on the NetSuite Connector Mapping tab in SuiteProjects Pro. See Adding and Managing Integration Workflows.

  • Real-time imports use the same field mapping definition as the corresponding workflow in manual and scheduled integration runs. See Mapping SuiteProjects Pro Fields and NetSuite Fields.

• The real-time import also imports all records modified since the last synchronization. All updates are listed in the integration run log.

• Real-time imports are queued. Schedule integration runs take priority over real-time imports. Real-time imports will run after scheduled integration runs have completed. A message may appear indicating that the request was added to the queue and will run as soon as possible.

• Real-time synchronization is triggered as an afterSubmit user event when the user creates, or edits a record, either from the record form or from a list using inline-editing.

• The running order of user event scripts may change when you update a bundle in NetSuite. You should verify and, if necessary, change the script running order for all relevant scripted records in NetSuite. The afterSubmit user event script sending the record to SuiteProjects Pro (SuiteProjects Pro: Send to SPP or SuiteProjects Pro: Send to SPP 2.0) should run after all other user event scripts for the record type. See Verifying User Event Scripts Running Order.

• The real-time import only runs when a user clicks Save on the record form. It does not run if the record creation or update is automated. For example, if the data is imported into NetSuite from a CSV file, or added or updated using SuiteScript or SuiteFlow, the data is not transferred automatically to SuiteProjects Pro using real-time import. Instead you need to schedule an integration run or trigger an integration run manually to import this data into SuiteProjects Pro.

• If you are using the customer integration to capture changes to leads and prospects, the real-time import only runs if the lead or prospect is modified. The changes will be imported in to SuiteProjects Pro if a lead or prospect changes to a customer or if a lead changes to a prospect. Other processes that change status automatically, such as using the lead conversion CRM feature, are not supported.

• If you use real-time integration for Project Tasks or Customers, you can improve the performance of real-time integration by enabling monitored fields for project tasks or customers integration. See Enabling Monitored Fields for Import Workflows.