How the NetSuite <> SuiteProjects Pro Integration Works

This section describes the fundamentals of the NetSuite <> SuiteProjects Pro integration. It is important that you read the following help topics before you start using the NetSuite integration to exchange data between SuiteProjects Pro and NetSuite.

• The integration matches NetSuite records with SuiteProjects Pro records.

  • When importing a record from NetSuite into SuiteProjects Pro, the integration:

    • Creates a record in SuiteProjects Pro, if a matching record does not already exist or cannot be found, and matches this new record with the NetSuite record.

    • Updates the matching record in SuiteProjects Pro if a matching record exists and can be found.

  • When exporting a record from SuiteProjects Pro to NetSuite, the integration:

    Creates a record in NetSuite, if a matching record does not already exist or cannot be found, and matches this new record with the SuiteProjects Pro record.

  • When exporting a Project or Task record from SuiteProjects Pro to NetSuite, the integration:

    Updates the matching record in NetSuite if a matching record exists and can be found.

    Important:

    Updating information for existing projects and tasks in NetSuite requires the following integration workflows to be enabled and active:

    • Update NetSuite Projects with SuiteProjects Pro Project Data Export Workflow

    • Update NetSuite Tasks with SuiteProjects Pro Task Data

• The integration uses record information to match a SuiteProjects Pro record with a NetSuite record, and to determine whether the matching record needs to be created or updated. See Integrated Records and Records Marked for Integration.

• Each integration workflow let you exchange information between NetSuite records of a specific type and SuiteProjects Pro record of a specific type. Each integration workflow either import NetSuite record information into SuiteProjects Pro, or export SuiteProjects Pro record information to NetSuite. For a list of supported NetSuite record types and SuiteProjects Pro record types and supported integration operations as standard, see Supported Record Types and Integration Operations.

• Records of a specific type in both NetSuite and SuiteProjects Pro may have dependencies on records of other types. For the NetSuite <> SuiteProjects Pro integration to run smoothly, required associated records must be integrated first before a record with these dependencies can be integrated. To respect these dependencies, integration workflows run in a specific order and the SuiteProjects Pro checks for dependencies when you enable integration workflows or run the integration. However, use caution when marking NetSuite records for import into SuiteProjects Pro or setting filters for each integration workflows to make sure that all required records are integrated.

• Field mapping definitions for each NetSuite integration workflows specify what information is exchanged, for which records and how it is exchanged. See Field Mapping.