Exporting 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 on demand. You must be a SuiteProjects Pro account administrator or have the “View and run the NetSuite integration” role permissions to do so.
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. See the description integration workflows for any applicable restrictions.
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Expense Reports — See Expense Reports (Expense Reports) Export Workflow.
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Invoices — See Invoices (Invoices) Export Workflow.
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Revenue Recognition Transactions — See Recognition Transactions (Revenue Recognition Transactions) Export Workflow.
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Customers — See Customers (Customers) Export Workflow.
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Timesheets — See Time Entries (Time) Export Workflow.
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Purchase Requests — See Purchase Requests (Purchase Requisitions) Export Workflow.
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Projects — See Projects (Projects) Export Workflow and Update NetSuite Projects with SuiteProjects Pro Project Data.
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Project Tasks — See Update NetSuite Tasks with SuiteProjects Pro Task Data.
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Work Breakdown Structure — See WBS (Opportunity) Export Workflow.
To export a single record from SuiteProjects Pro to NetSuite on demand:
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In SuiteProjects Pro, go to the record you want to export.
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Click the Tips button then Export to NetSuite or Send to NetSuite.