Tasks (Project Tasks) Import Field Mapping Definition

The Tasks (Project Tasks) import workflow includes one mapping group:

Task [Integration point: NS_PR_TASK_TO_OA_PR_TASK] — See Task Mapping Group.

Task Mapping Group

Use the task mapping group to map information on task records in SuiteProjects Pro with information on project task records in NetSuite. The mapping group supports filters.

For reference information and best practice guidelines, review the following topics:

References — Overview of record types in SuiteProjects Pro and NetSuite with links to the relevant reference material for information about fields available for mapping.
Default and Custom Filters — Overview of default filters and how to modify the default behavior, and custom filters. Custom filters are supported for this mapping group.
Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information imported by default includes task name, associated customer and project, start date, currency, and planned hours.
Additional Field Mappings — Best practice guidelines for custom field mapping definitions in this mapping group.

References

The following table gives reference information about the records and fields available for custom field mapping definition with links to the relevant reference material. See also Schema Reference Documentation.

NetSuite Record type [`SOAP object`]	SuiteProjects Pro Record Type [`table`]	Mapping Group [`Integration point`]
Project Task [`ProjectTask`] Schema: ProjectTaskSearchRowBasic (2020.1)\|ProjectTaskSearchRowBasic (2023.1) XSD: `ProjectTaskSearchRowBasic` — platformCommon (2020.1)\|platformCommon (2023.1)	Task [`project_task`] Data Dictionary: project_task	Task [`NS_PR_TASK_TO_OA_PR_TASK`]

NetSuite Record type [SOAP object]

SuiteProjects Pro Record Type [table]

Mapping Group [Integration point]

Project Task [ProjectTask]

Schema: ProjectTaskSearchRowBasic (2020.1)|ProjectTaskSearchRowBasic (2023.1)

XSD: ProjectTaskSearchRowBasic — platformCommon (2020.1)|platformCommon (2023.1)

Task [project_task]

Data Dictionary: project_task

Task [NS_PR_TASK_TO_OA_PR_TASK]

Default and Custom Filters

By default, project task records are imported from NetSuite into SuiteProjects Pro if the following conditions are met:

Matching project records exists in SuiteProjects Pro and NetSuite for the project associated with the project task in NetSuite.
The Export to SuiteProjects Pro [custevent_oa_export_to_openair] box is checked on the project task record in NetSuite.

Existing task records in SuiteProjects Pro are updated only if the Closed task [project_task.closed] box is not checked in SuiteProjects Pro. You can change this behavior by adding a custom field mapping definition to change the Closed task field depending on the Status of the project task in NetSuite. See Additional Field Mappings.

Custom filters are supported for this mapping group. For more information about adding filter conditions, see Using Filters and Filter Definition.

Default Field Mappings

The following table describes the default field mapping definitions for the Task mapping group tab.

NetSuite Field	SuiteProjects Pro Field	Notes
`ProjectTask.internalId`	`Project_task.netsuite_project_task_id__c`	When you import a new project task record from NetSuite into SuiteProjects Pro, SuiteProjects Pro stores the internal ID of the NetSuite project task in the NetSuite Project Task ID [`netsuite_project_task_id`] custom field. This custom field is used to link the SuiteProjects Pro and NetSuite records for future updates and matching record associations.
`ProjectTask.custevent_oa_project_task_name`	`Project_task.name`	The SuiteProjects Pro: Project Task Name [`ProjectTask.custevent_oa_project_task_name`] custom field in NetSuite is set automatically. It is used instead of the `ProjectTask.title` as the title includes the names of all parent tasks in NetSuite
Looked up SuiteProjects Pro field value — `id` of SuiteProjects Pro project record with `netsuite_project_id` equal to the NetSuite field `ProjectTask.company`	`Project_task.project_id`	—
Looked up SuiteProjects Pro field value — `id` of SuiteProjects Pro customer record associated with the project with internal ID `Project_task.project_id`.	`Project_task.customer_id`	—
`ProjectTask.startDate`	`Project_task.start_date`	The task Start Date is set if the project task Constraint Type [`ProjectTask.constraintType`] is “Fixed Start” in NetSuite.
`ProjectTask.currency`	`Project_task.currency`	Active and visible only if the Multicurrency feature is enabled for your SuiteProjects Pro account . Multiple currency — The Currency on the task record in SuiteProjects Pro is set to the Currency on the project task record in NetSuite.
`ProjectTask.estimatedWork`	`Project_task.planned_hours`	Unless the task is a milestone (the SuiteProjects Pro: Milestone [`ProjectTask.custevent_oa_milestone`] box is checked on the project task record in NetSuite) or planned hours are entered for each task assignment in SuiteProjects Pro, the task Planned Hours in SuiteProjects Pro is set to the project task Estimated Work in NetSuite.

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

ProjectTask.internalId

Project_task.netsuite_project_task_id__c

When you import a new project task record from NetSuite into SuiteProjects Pro, SuiteProjects Pro stores the internal ID of the NetSuite project task in the NetSuite Project Task ID [netsuite_project_task_id] custom field. This custom field is used to link the SuiteProjects Pro and NetSuite records for future updates and matching record associations.

ProjectTask.custevent_oa_project_task_name

Project_task.name

The SuiteProjects Pro: Project Task Name [ProjectTask.custevent_oa_project_task_name] custom field in NetSuite is set automatically. It is used instead of the ProjectTask.title as the title includes the names of all parent tasks in NetSuite

Looked up SuiteProjects Pro field value — id of SuiteProjects Pro project record with netsuite_project_id equal to the NetSuite field ProjectTask.company

Project_task.project_id

—

Looked up SuiteProjects Pro field value — id of SuiteProjects Pro customer record associated with the project with internal ID Project_task.project_id.

Project_task.customer_id

—

ProjectTask.startDate

Project_task.start_date

The task Start Date is set if the project task Constraint Type [ProjectTask.constraintType] is “Fixed Start” in NetSuite.

ProjectTask.currency

Project_task.currency

Active and visible only if the Multicurrency feature is enabled for your SuiteProjects Pro account

Multiple currency — The Currency on the task record in SuiteProjects Pro is set to the Currency on the project task record in NetSuite.

ProjectTask.estimatedWork

Project_task.planned_hours

Unless the task is a milestone (the SuiteProjects Pro: Milestone [ProjectTask.custevent_oa_milestone] box is checked on the project task record in NetSuite) or planned hours are entered for each task assignment in SuiteProjects Pro, the task Planned Hours in SuiteProjects Pro is set to the project task Estimated Work in NetSuite.

The integration runs the project calculation automatically when a task is added or updated using the Tasks (Project Tasks) import workflow

Additional Field Mappings

Important:

Review the following guidelines

You should contact your SuiteProjects Pro Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.
For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.
Familiarize yourself with the NetSuite and SuiteProjects Pro technical documentation before attempting to set field mapping definitions using the advanced notation — See Schema Reference Documentation.

The following table describes additional field mapping definitions for the Task mapping group tab that may be required or useful in some cases.

NetSuite Field	Direction	SuiteProjects Pro Field	Notes
`ProjectTask.status`		`Project_task.closed`	You can add a field mapping definition to check the Closed task [`project_task.closed`] box on the task record in SuiteProjects Pro when the Status [`ProjectTask.status`] of the project task in NetSuite is changed to `Completed`, or clear the Closed task box on the task record in SuiteProjects Pro when the Status of the project task in NetSuite is changed to `In progress`. To do so, select the SuiteProjects Pro field `project_task.closed` and the NetSuite field `ProjectTask.status`.

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

ProjectTask.status

Project_task.closed

You can add a field mapping definition to check the Closed task [project_task.closed] box on the task record in SuiteProjects Pro when the Status [ProjectTask.status] of the project task in NetSuite is changed to Completed, or clear the Closed task box on the task record in SuiteProjects Pro when the Status of the project task in NetSuite is changed to In progress. To do so, select the SuiteProjects Pro field project_task.closed and the NetSuite field ProjectTask.status.