Exporting SuiteProjects Pro Published Report Data To NetSuite Custom Record Types

To export SuiteProjects Pro published report data to NetSuite:

1. In NetSuite, create a custom record type and custom fields to store the published report data exported from SuiteProjects Pro following the best practice tips.

   Note:

   Use a naming convention for custom record types that will hold SuiteProjects Pro published report data for ease of identification and use. For example:

   • Use the prefix SuiteProjects Pro: followed by the name of your SuiteProjects Pro report for the custom record type Name, such as SuiteProjects Pro: Project Financial Analysis.

   • Use the prefix customrecord_oa_ followed by the name of your SuiteProjects Pro report for the custom record type ID, such as customrecord_oa_project_financial_analysis.

   You can view best practice suggestions for setting up the custom record type in NetSuite. See Viewing Tips for Custom Export of SuiteProjects Pro Reports to NetSuite.

2. In SuiteProjects Pro, go to Administration > NetSuite Connector > Mappings.

3. Click the Tips button, then Synchronize NetSuite custom fields to ensure all the NetSuite custom records and custom fields are available for mapping.

4. Click New workflow then Custom Export. The Custom workflow popup window appears.

5. Enter a Workflow name — the value must be up to 40 characters long and must contain only alphanumeric or underscore characters.

6. Enter a Display name up to 80 characters long.

7. Select “[Published Report]” from the SuiteProjects Pro record dropdown list, and select the SuiteProjects Pro published report from the Specify dropdown list.

8. Select “[Custom Record]” from the NetSuite record dropdown list, and select the NetSuite custom record type you created from the Specify dropdown list. You cannot export SuiteProjects Pro published report data to a standard record type in NetSuite.

   Important:

   It is not possible to have two active custom workflows exporting to the same custom record type in NetSuite. If you select a NetSuite custom record type that is already used for an active custom export workflows, an error appears and the new custom export workflow is not saved.

9. Choose the Integration method:

   • Create Only — The workflow creates but does not update NetSuite custom records with the SuiteProjects Pro published report data. The workflow can run only one time. If you create another custom export workflow exporting SuiteProjects Pro published report data to the same NetSuite custom record type using the Create Only Integration method and run this workflow, this new custom export workflow will create new records in NetSuite.

   • Create and Update.

     Important:

     The Create and Update integration method cannot be used when exporting published report data to NetSuite custom records. It can only be used with custom export workflows exporting SuiteProjects Pro records to NetSuite.

   • Replace All — The workflow deletes all records exported previously by this workflow, then creates new records with the latest SuiteProjects Pro published report data. If you have another custom export workflow exporting SuiteProjects Pro published report data to the same NetSuite custom record type, the records created by that other workflow are not deleted.

10. Click Save.

11. Click New workflow then click the display name of the custom export workflow you created. The custom export workflow is added to the list.

12. Select the custom export workflow from the list of workflows to show the field mappings for this workflow. Custom export workflows are listed after built-in workflows.

13. Edit the field mappings as per your integration requirements.

    • SuiteProjects Pro published report column names are listed in the SuiteProjects Pro field column in the mapping definition table.

      Important:

      Review the following guidelines:

      • Special characters in the SuiteProjects Pro published report column names are escaped in the name used to reference the column. When creating reports, ensure the column names will not result in duplicate field names for mapping purposes. If there are any duplicate field names, the NetSuite integration appends a number to the field names (‘_1’, ‘_2’, ‘_3’) to avoid errors when running the integration workflow.

      • Advanced mapping does not currently support SuiteProjects Pro published report columns. You cannot reference SuiteProjects Pro published report columns in your advanced mappings.

    • The integration fetches only the published report columns referenced in field mapping definitions.

    • You can use the filter builder to define filter conditions and retrieve just the information you need from the published report. See Filter Builder.

Viewing Tips for Custom Export of SuiteProjects Pro Reports to NetSuite

You can view best practice suggestions for setting up the custom record type in NetSuite. This includes suggestions for:

• Custom record type Name, ID, and Description.

• Custom fields to include with suggested Description, ID and Type for each custom field.