Integration Points Importing NetSuite Information into SuiteProjects Pro

Note:

This help topic is provided for reference only. Integration point tags were used in the legacy advanced settings notation but are no longer required.

When you click Show relevant old advanced mapping in the Tips menu, the popup window shows your filters and field mapping definitions in the legacy advanced settings notation.

The following table lists the integration point you can use to import NetSuite records into SuiteProjects Pro in execution order. The table also indicates the corresponding integration workflow and the equivalent mapping group on the Mapping tab in SuiteProjects Pro.

Use these integration points between a <PULL> opening tag and a </PULL> closing tag.
All field mapping information for an integration point in a specific direction must be defined between the opening tag and the closing tag for this integration point. For example, between <EMPLOYEE_TO_USER> and </EMPLOYEE_TO_USER>.
The integration workflow must be enabled before you can define custom field mappings and filters for an integration point.
Integration points support field mapping definitions and filters, unless otherwise specified.
For billing rule and revenue recognition integration points:
- Filters are not supported. Filters are created automatically through the integration.
- Only valid values should be used. For more information, see the SuiteProjects Pro Data Dictionary.
- Extreme caution should be used when customizing billing rule creation.

Integration Point	Workflow	Mapping Group	Additional information
`EMPLOYEE_TO_USER`	Employees (Users)	Employee	—
`CUSTOMER_TO_CUSTOMER`	Customers (Customers)	Customer	—
`JOB_TO_PROJECT`	Projects (Projects)	Project	—
`ITEM_TO_CATEGORY`	Services (Service Items)	Service	—
`EXPENSE_CATEGORY_TO_ITEM`	Expense Items (Expense Categories)	Expense Item	—
`CONTACT_TO_CONTACT`	Contacts (Contacts)	Contact	—
`VENDOR_TO_USER`	Employees (Vendors)	Vendor	—
`VENDOR_TO_VENDOR`	Vendors (Vendors)	Vendor	Does not support filters
`ITEM_TO_PRODUCT`	Products (Purchase Items)	Product	—
`SO_TO_CUSTOMERPO`	Customer POs (Sales Orders)	Customer PO	—
`REVREC_RULE_FF_DATE`	Customer POs (Sales Orders)	Date/Milestone Fixed Fee	Used to customize fixed fee on date or milestone revenue recognition rule creation. Does not support filters.
`REVREC_RULE_PERCENT_COMPLETE`	Customer POs (Sales Orders)	Percent Complete	Used to customize % complete revenue recognition rule creation. Does not support filters.
`REVREC_RULE_AS_BILLED`	Customer POs (Sales Orders)	As Billed	Used to customize as billed revenue recognition rule creation. Does not support filters.
`REVREC_RULE_TIME`	Customer POs (Sales Orders)	Time Project	Used to customize time project revenue recognition rule creation. Does not support filters.
`REVREC_RULE_FF_PERCENT_COMPLETE`	Customer POs (Sales Orders)	Fixed Fee Percent Complete	Used to customize fixed fee % complete revenue recognition rule creation. Does not support filters.
`REVREC_RULE_INC_FORECAST`	Customer POs (Sales Orders)	Incurred vs. Forecast	Used to customize incurred vs. forecast revenue recognition rule creation. Does not support filters.
`PROJECT_BILLING_RULE_FIXED_FEE`	Customer POs (Sales Orders)	Project Fixed Fee Billing	Used to customize project fixed fee billing rule creation. Does not support filters.
`PROJECT_BILLING_RULE_TIME`	Customer POs (Sales Orders)	Time Project Billing	Used to customize project time billing rule creation. Does not support filters.
`BILLPAYMENT_TO_REIMBURSEMENT`	Reimbursements (Expense Report Reimbursements)	Expense Reimbursement	—
`PAYMENT_TO_PAYMENT`	Payments (Invoice Payments)	Invoice Payment	—
`NS_PR_TASK_TO_OA_PR_TASK`	Tasks (Project Tasks)	Task	—
`PURCHASEORDER_TO_PURCHASEORDER`	POs (Purchase Orders)	PO	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.
`PURCHASE_ITEM`	POs (Purchase Orders)	Purchase item	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive. Does not support filters.
`VENDORBILL_TO_PURCHASEORDER`	POs (Vendor Bills)	PO	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.
`VENDORBILL_TO_PURCHASE_ITEM`	POs (Vendor Bills)	Purchase Item	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive. Does not support filters.
`DEPOSIT_TO_RETAINER`	Retainers (Applied Customer Deposits)	Retainer	—
`CREDIT_MEMO_TO_CREDIT`	Credits (Applied Credit Memos)	Credit Memo	—
SUPPORTCASE_TO_TASK	Tasks (Support Cases)	Support Case	—
`VENDORCREDIT_TO_PURCHASEORDER`	POs (Vendor Credits)	PO	—
`VENDORCREDIT_TO_PURCHASE_ITEM`	POs (Vendor Credits)	Purchase Item	Does not support filters.
`NS_INVOICE_TO_OA_INVOICE`	Invoices (Invoices)	Invoice	Pullback integration point. Used to import NetSuite invoice information back into SuiteProjects Pro when exporting an invoice from SuiteProjects Pro to NetSuite. For example, you can use this to import NetSuite transaction numbers to a SuiteProjects Pro custom field. Does not support filters.
`NS_EXPENSE_REP_TO_OA_EXPENSE_REP`	Expense Reports (Expense Reports)	Expense report	Pullback integration point. Used to import NetSuite expense report information back into SuiteProjects Pro when exporting an expense report from SuiteProjects Pro to NetSuite. For example, you can use this to import NetSuite transaction numbers to a SuiteProjects Pro custom field. Does not support filters.
`JOURNAL_TO_REVENUE`	Recognition Transactions (Revenue Recognition Transactions)	Recognition transaction	Pullback integration point. Used to import NetSuite journal entry information back into SuiteProjects Pro when exporting a revenue recognition transaction from SuiteProjects Pro to NetSuite. The target SuiteProjects Pro field must be a custom field for each field mapping. For example, you can use this to import a standard field in NetSuite, such as transaction numbers, to a SuiteProjects Pro custom field. `Transaction.tranID` (NetSuite field) —> `Revenue_recognition_transaction.custom_field__c` (SuiteProjects Pro field) Does not support filters.

Integration Point

Workflow

Mapping Group

Additional information

EMPLOYEE_TO_USER

Employees (Users)

Employee

—

CUSTOMER_TO_CUSTOMER

Customers (Customers)

Customer

—

JOB_TO_PROJECT

Projects (Projects)

Project

—

ITEM_TO_CATEGORY

Services (Service Items)

Service

—

EXPENSE_CATEGORY_TO_ITEM

Expense Items (Expense Categories)

Expense Item

—

CONTACT_TO_CONTACT

Contacts (Contacts)

Contact

—

VENDOR_TO_USER

Employees (Vendors)

Vendor

—

VENDOR_TO_VENDOR

Vendors (Vendors)

Vendor

Does not support filters

ITEM_TO_PRODUCT

Products (Purchase Items)

Product

—

SO_TO_CUSTOMERPO

Customer POs (Sales Orders)

Customer PO

—

REVREC_RULE_FF_DATE

Customer POs (Sales Orders)

Date/Milestone Fixed Fee

Used to customize fixed fee on date or milestone revenue recognition rule creation.
Does not support filters.

REVREC_RULE_PERCENT_COMPLETE

Customer POs (Sales Orders)

Percent Complete

Used to customize % complete revenue recognition rule creation.
Does not support filters.

REVREC_RULE_AS_BILLED

Customer POs (Sales Orders)

As Billed

Used to customize as billed revenue recognition rule creation.
Does not support filters.

REVREC_RULE_TIME

Customer POs (Sales Orders)

Time Project

Used to customize time project revenue recognition rule creation.
Does not support filters.

REVREC_RULE_FF_PERCENT_COMPLETE

Customer POs (Sales Orders)

Fixed Fee Percent Complete

Used to customize fixed fee % complete revenue recognition rule creation.
Does not support filters.

REVREC_RULE_INC_FORECAST

Customer POs (Sales Orders)

Incurred vs. Forecast

Used to customize incurred vs. forecast revenue recognition rule creation.
Does not support filters.

PROJECT_BILLING_RULE_FIXED_FEE

Customer POs (Sales Orders)

Project Fixed Fee Billing

Used to customize project fixed fee billing rule creation.
Does not support filters.

PROJECT_BILLING_RULE_TIME

Customer POs (Sales Orders)

Time Project Billing

Used to customize project time billing rule creation.
Does not support filters.

BILLPAYMENT_TO_REIMBURSEMENT

Reimbursements (Expense Report Reimbursements)

Expense Reimbursement

—

PAYMENT_TO_PAYMENT

Payments (Invoice Payments)

Invoice Payment

—

NS_PR_TASK_TO_OA_PR_TASK

Tasks (Project Tasks)

Task

—

PURCHASEORDER_TO_PURCHASEORDER

POs (Purchase Orders)

POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.

PURCHASE_ITEM

POs (Purchase Orders)

Purchase item

POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.
Does not support filters.

VENDORBILL_TO_PURCHASEORDER

POs (Vendor Bills)

POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.

VENDORBILL_TO_PURCHASE_ITEM

POs (Vendor Bills)

Purchase Item

POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.
Does not support filters.

DEPOSIT_TO_RETAINER

Retainers (Applied Customer Deposits)

Retainer

—

CREDIT_MEMO_TO_CREDIT

Credits (Applied Credit Memos)

Credit Memo

—

SUPPORTCASE_TO_TASK

Tasks (Support Cases)

Support Case

—

VENDORCREDIT_TO_PURCHASEORDER

POs (Vendor Credits)

—

VENDORCREDIT_TO_PURCHASE_ITEM

POs (Vendor Credits)

Purchase Item

Does not support filters.

NS_INVOICE_TO_OA_INVOICE

Invoices (Invoices)

Invoice

Pullback integration point. Used to import NetSuite invoice information back into SuiteProjects Pro when exporting an invoice from SuiteProjects Pro to NetSuite. For example, you can use this to import NetSuite transaction numbers to a SuiteProjects Pro custom field.
Does not support filters.

NS_EXPENSE_REP_TO_OA_EXPENSE_REP

Expense Reports (Expense Reports)

Expense report

Pullback integration point. Used to import NetSuite expense report information back into SuiteProjects Pro when exporting an expense report from SuiteProjects Pro to NetSuite. For example, you can use this to import NetSuite transaction numbers to a SuiteProjects Pro custom field.
Does not support filters.

JOURNAL_TO_REVENUE

Recognition Transactions (Revenue Recognition Transactions)

Recognition transaction

Pullback integration point. Used to import NetSuite journal entry information back into SuiteProjects Pro when exporting a revenue recognition transaction from SuiteProjects Pro to NetSuite.
- The target SuiteProjects Pro field must be a custom field for each field mapping.
- For example, you can use this to import a standard field in NetSuite, such as transaction numbers, to a SuiteProjects Pro custom field.
  
  Transaction.tranID (NetSuite field) —> Revenue_recognition_transaction.custom_field__c (SuiteProjects Pro field)
Does not support filters.