NetSuite Integration Main Features

Bulk Import and Export On Demand

You can trigger the integration manually at any time to import and export records in bulk.

• You can select the integration workflows to be included in the run. Integration workflows are defined for each record type you can export from SuiteProjects Pro to NetSuite or import from NetSuite into SuiteProjects Pro.

• You can use a SuiteProjects Pro user scripting function to trigger an integration run to import and export records in bulk from your scheduled scripts. The run will include all integration workflows that are active at the time the run is triggered.

• When importing records in bulk from NetSuite into SuiteProjects Pro, new and modified NetSuite records are imported into SuiteProjects Pro. Import workflows create records in SuiteProjects Pro and update your SuiteProjects Pro data based on your NetSuite data. For each record in NetSuite, you can choose whether to import the record into SuiteProjects Pro.

• When exporting records in bulk from SuiteProjects Pro to NetSuite, new SuiteProjects Pro records are exported to NetSuite. Export workflows only create records in NetSuite for most record types. You can configure the NetSuite integration to update projects and tasks data based on your SuiteProjects Pro data.

• Only the integrated records modified since the last integration run are included. You can run a full synchronization to synchronize all integrated records for selected workflows.

This feature is available by default for all NetSuite <> SuiteProjects Pro integration deployments.

See also:

• Adding and Managing Integration Workflows

• Running the Bulk Import and Export Integration on Demand

• Running a Full Synchronization on Demand

• Running the NetSuite <> SuiteProjects Pro Integration From SuiteProjects Pro User Scripts

Scheduled Bulk Import and Export

You can schedule the integration to import and export records in bulk automatically.

• You can select the integration workflows to be included in each scheduled run. Integration workflows are defined for each record type you can export from SuiteProjects Pro to NetSuite or import from NetSuite into SuiteProjects Pro.

• You can select the day and time you want each scheduled run to start.

• When importing records in bulk from NetSuite into SuiteProjects Pro, new and modified NetSuite records are imported into SuiteProjects Pro. Import workflows create records in SuiteProjects Pro and update your SuiteProjects Pro data based on your NetSuite data. For each record in NetSuite, you can choose whether to import the record into SuiteProjects Pro.

• When exporting records in bulk from SuiteProjects Pro to NetSuite, new SuiteProjects Pro records are exported to NetSuite. Export workflows only create records in NetSuite for most record types. You can configure the NetSuite integration to update projects and tasks data based on your SuiteProjects Pro data.

• Only the integrated records modified since the last integration run are included. You can run a full synchronization to synchronize all integrated records for selected workflows.

This feature is available by default for all NetSuite <> SuiteProjects Pro integration deployments. For more information, see Scheduling the Integration to Run Automatically.

Single Record Export On Demand

You can export a single record from SuiteProjects Pro to NetSuite on demand.

• You can run the integration manually to export a single SuiteProjects Pro record to NetSuite. Export workflows only create records in NetSuite for most record types. You can configure the NetSuite integration to update projects and tasks data based on your SuiteProjects Pro data.

• You can use a user scripting function to export a single SuiteProjects Pro record from your form scripts.

• Single record export on demand follows the field mapping and settings configured for the relevant integration workflow. See Adding and Managing Integration Workflows.

Single record export on demand can be used with the following SuiteProjects Pro record types:

• Expense Reports — See Expense Reports (Expense Reports) Export Workflow.

• Invoices — See Invoices (Invoices) Export Workflow.

• Revenue Recognition Transactions — See Recognition Transactions (Revenue Recognition Transactions) Export Workflow.

• Customers — See Customers (Customers) Export Workflow.

• Timesheets — See Time Entries (Time) Export Workflow.

• Purchase Requests — See Purchase Requests (Purchase Requisitions) Export Workflow.

• Projects — See Projects (Projects) Export Workflow and Update NetSuite Projects with SuiteProjects Pro Project Data.

• Project Tasks — See Update NetSuite Tasks with SuiteProjects Pro Task Data.

• Work Breakdown Structure — See WBS (Opportunity) Export Workflow.

This feature is available by default for all NetSuite <> SuiteProjects Pro integration deployments.

See also:

• Exporting a Single Record from SuiteProjects Pro to NetSuite on Demand.

• Running the NetSuite <> SuiteProjects Pro Integration From SuiteProjects Pro User Scripts

Monitored Fields

You can speed up certain import workflows by ensuring that records are only included in the integration run if one or more integrated field values have changed.

With this feature enabled, the fields designated for integration are monitored for change. NetSuite records will be imported only if one of the monitored field values have changed.

This feature is available by default for all NetSuite <> SuiteProjects Pro integration deployments with the latest integration bundles installed in NetSuite. For more information, see Enabling Monitored Fields for Import Workflows.

For more information about designating fields for integration, see Mapping SuiteProjects Pro Fields and NetSuite Fields.

Real-Time Record Export

You can configure the NetSuite integration to export a SuiteProjects Pro record automatically to NetSuite when the record is approved or saved by any user in SuiteProjects Pro.

Real-time export from SuiteProjects Pro to NetSuite runs in the background. When saving, approving or running an action on records, either individually or in bulk, users no longer have to wait until the export finishes or for a confirmation notification to continue working. An email is sent to the administrator in case of an integration error.

The following SuiteProjects Pro records can be exported to NetSuite upon approval:

• Invoices

• Expense Reports

• Timesheets

• Purchase requests

The following SuiteProjects Pro records can be exported to NetSuite upon saving:

• Customers

• Projects

• Tasks

For all SuiteProjects Pro record types except Project and Task records, the real-time export only creates a record in NetSuite when the record is approved or saved for the first time. For Project and Task records, the real-time integration can create and update the record in NetSuite.

Real-time record exports follow the field mapping and settings configured for the relevant integration workflow. See Adding and Managing Integration Workflows.

For more information, see Configuring Real-Time Record Export from SuiteProjects Pro to NetSuite.

Real-Time Record Import

You can configure the NetSuite <> SuiteProjects Pro integration to import a NetSuite record automatically into SuiteProjects Pro when the record is saved by any user in the NetSuite UI, or for some record types, when the record is saved in NetSuite using a SOAP request.

If a user has the relevant permissions to create or modify a record in NetSuite and saves the record, the record is imported in to SuiteProjects Pro. The NetSuite user making the change does not need to be a SuiteProjects Pro user.

The following NetSuite records can be imported into SuiteProjects Pro when the record is saved in the NetSuite UI. The real-time import creates a new record in SuiteProjects Pro if it is imported for the first time, and updates the SuiteProjects Pro record if it was created during a previous import.

• Employees

• Customers

• Projects

• Cases (imported to SuiteProjects Pro as project tasks)

• Project Tasks

• Items

• Expense categories

• Sales orders

• Credit memos

• Invoice payments

• Vendor bills

• Vendor credits

• Purchase orders

• Expense report reimbursements

• SuiteProjects Pro: Cost Center (custom record)

• SuiteProjects Pro: Project Rate Card (custom record)

The following NetSuite records can be imported into SuiteProjects Pro when the record in NetSuite using a SOAP API or RESTlet API request. This may be useful if you use an integration between NetSuite and a third-party application to update records of the following types one by one (but not in bulk).

• Employees

• Customers

• Projects

Real-time record imports follow the field mapping and settings configured for the relevant integration workflow. See Adding and Managing Integration Workflows

For more information, see Configuring Real-Time Record Import from NetSuite into SuiteProjects Pro.

SuiteProjects Pro Within NetSuite

You can give users of both NetSuite and SuiteProjects Pro access to SuiteProjects Pro directly from within the NetSuite user interface.

With the SuiteProjects Pro Within NetSuite (SuiteProjects Pro NetSuite Single Sign-On Integration) feature, your users only need to sign in to your company's NetSuite account. Then, they also have access to the following functionality without having to sign in to SuiteProjects Pro:

• A SuiteProjects Pro center tab in the NetSuite menu bar, with any of the SuiteProjects Pro modules, Support page and SuiteProjects Pro Help Center as submenu options from the SuiteProjects Pro center tab.

  

• The SuiteProjects Pro UI available from within NetSuite gives you access to the full SuiteProjects Pro functionality. The main menu bar in SuiteProjects Pro is replaced by a series of buttons in the upper-left corner with access to the create menu , the to-do list , and the application menu .

  

• The SuiteProjects Pro dashboard as a portlet on the NetSuite dashboard.

  

• A SuiteProjects Pro subtab showing the SuiteProjects Pro record on record pages for supported NetSuite record types. The following table lists the supported NetSuite record types and the corresponding types of SuiteProjects Pro record shown in the SuiteProjects Pro subtab

  NetSuite record type	SuiteProjects Pro record type
  Contact	Contact
  Customer	Customer
  Employee	Employee
  Expense Report	Expense Report
  Invoice	Invoice
  Journal Entry	Revenue Recognition Transaction
  SuiteProjects Pro: Project Rate Card (custom record type)	Rate Card
  Project	Project
  Service Item	Category

For more information, see Enabling Access to SuiteProjects Pro From Within NetSuite.

OneView — Published Report Export to NetSuite

If the Business Intelligence Connector feature is enabled for your SuiteProjects Pro account, you can publish SuiteProjects Pro reports to the SuiteProjects Pro OData service with the NetSuite Connector scope so you can then export your SuiteProjects Pro report data to NetSuite. You can configure SuiteProjects Pro to refresh your published report data according to a defined schedule.

After you publish a report to your SuiteProjects Pro OData feed for access by SuiteProjects Pro NetSuite Connector, you can create a custom export workflow to export data from your SuiteProjects Pro published report to a custom record type in NetSuite. You can add this custom export workflow to workflow groups and include them in your scheduled integration runs, or when running the integration manually.

You can then combine your exported SuiteProjects Pro published report data and your NetSuite data to get a unified view of key metrics in NetSuite such as profitability and revenue forecast.

NetSuite OpenAir: OneView — The video showcases how you can combine project data and reporting from SuiteProjects Pro into NetSuite to have all important metrics and KPIs in one place and support data-driven decisions.

For more information, see Exporting SuiteProjects Pro Published Report Data To NetSuite Custom Record Types.

Multithreading

If you have an active NetSuite SuiteCloud Plus license, the NetSuite integration can use multiple threads concurrently to export records from SuiteProjects Pro to NetSuite. NetSuite SuiteCloud Plus allows up to 10 threads to be allocated concurrently for communication with NetSuite web services.

Multithreading support is available for:

• Single record export on-demand and real-time export from SuiteProjects Pro to NetSuite — The NetSuite integration can use any available threads concurrently for real-time export and single record export on-demand. With this feature, multiple users can trigger the export of a record at the same time. If all threads are in use, Open Air shows the message "All available threads are in use". If this message shows, try to export the record again later. By default, the NetSuite integration can use all 10 threads concurrently (if available) for real-time export and export on-demand.

• On-demand and scheduled bulk export of records from SuiteProjects Pro to NetSuite — Specify the number of threads (up to 10) the NetSuite integration can use to export records from SuiteProjects Pro to NetSuite as part of scheduled or on-demand bulk integration runs. This allows your integration export workflows to run up to 10 times faster.