Contacts (Contacts) Import Field Mapping Definition

The Contacts (Contacts) import workflow includes one mapping group:

Contact [Integration point: CONTACT_TO_CONTACT] — See Contact Mapping Group.

Contact Mapping Group

Use the Contact mapping group to map information on the SuiteProjects Pro contact record with information on the NetSuite contact record. 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 Field Mappings — Overview of default filters and how to modify the default behavior.
Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information imported by default includes customer internal ID, contact name, email, telephone, and address. Filters are supported.
Additional Field Mapping — Best practice guidelines for custom field mapping definitions.

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`]
Contact [`Contact`] Schema: ContactSearchRowBasic (2020.1)\|ContactSearchRowBasic (2023.1) XSD: `ContactSearchRowBasic` platformCommon (2020.1)\|platformCommon (2023.1)	Contact [`contact` and `address`] Data Dictionary: contact and address	Contact [`CONTACT_TO_CONTACT`]

NetSuite Record type [SOAP object]

SuiteProjects Pro Record Type [table]

Mapping Group [Integration point]

Contact [Contact]

Schema: ContactSearchRowBasic (2020.1)|ContactSearchRowBasic (2023.1)

XSD: ContactSearchRowBasic platformCommon (2020.1)|platformCommon (2023.1)

Contact [contact and address]

Data Dictionary: contact and address

Contact [CONTACT_TO_CONTACT]

Default and Custom Filters

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

The Inactive box is NOT checked on the contact record in NetSuite.
A SuiteProjects Pro customer record exists matching the customer associated with the contact record in NetSuite, or the customer associated with the project associated with the contact record, if the Import all NetSuite contacts associated with NetSuite projects marked 'Export to SuiteProjects Pro' box is checked on the NetSuite Connector administration form in SuiteProjects Pro.
The Export to SuiteProjects Pro [custentity_oa_export_to_openair] box is checked on the contact record in NetSuite. You can modify this behavior to:
- Import all contacts associated with customers you import from NetSuite into SuiteProjects Pro by checking the following box on the NetSuite Connector administration form in SuiteProjects Pro: Import all NetSuite contacts associated with NetSuite customers marked 'Export to SuiteProjects Pro'. The Export to SuiteProjects Pro [custentity_oa_export_to_openair] box is checked on the customer record associated with the contact in NetSuite.
- Import all contacts associated with projects you import from NetSuite into SuiteProjects Pro by checking the following box on the NetSuite Connector administration form in SuiteProjects Pro: Import all NetSuite contacts associated with NetSuite projects marked 'Export to SuiteProjects Pro'. The Export to SuiteProjects Pro [custentity_oa_export_to_openair] box is checked on the project record associated with the contact in NetSuite.

Custom filters are not supported for this mapping group.

Default Field Mappings

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

NetSuite Field	SuiteProjects Pro Field	Notes
`Contact.internalID`	`Contact.netsuite_contact_id`	Not visible on field mapping definition table When you import a new contact record from NetSuite into SuiteProjects Pro, SuiteProjects Pro stores the internal ID of the NetSuite contact in the NetSuite Contact ID [`netsuite_contact_id`] custom field. This custom field is used to link the SuiteProjects Pro and NetSuite records for future updates and matching record associations.
Looked up SuiteProjects Pro field value — `id` of SuiteProjects Pro customer record with `netsuite_customer_id` equal to the NetSuite field `Contact.customer`	`Contact.customer_id`	The integration looks up the internal ID of the SuiteProjects Pro customer record matching the NetSuite customer entity associated with the contact in NetSuite. Contact records are not imported if matching associated customer records do not exist in SuiteProjects Pro and NetSuite.
`Contact.entityId`	`Contact.name`	—
`Contact.lastName`	`Contact.last`	—
`Contact.firstName`	`Contact.first`	—
`Contact.email`	`Contact.email`	—
`Contact.phone`	`Contact.phone`	—
`Contact.fax`	`Contact.fax`	—
`Contact.mobilePhone`	`Contact.mobile`	—
`Contact.title`	`Contact.job_title`	—
`="1"`	`Contact.active`	[Initial Only] By default, the Active box is checked when the Contacts (Contacts) import workflow creates a new contact record in SuiteProjects Pro. If the Inactive box is checked on the contact record in NetSuite, the integration does not import the contact into SuiteProjects Pro — the record is excluded from the integration. Inactive / Active contacts — If the Inactive box is checked on the contact record in NetSuite, the integration does not import the contact into SuiteProjects Pro; the record is excluded from the integration. If you clear the Inactive box on the NetSuite contact record, the integration will import the contact record in the next integration run, and create or update the corresponding contact record in SuiteProjects Pro according to the field mapping definitions set for the workflow. Checking the Inactive box on the NetSuite contact record does not clear the Active box automatically on the SuiteProjects Pro contact record. If you check the Inactive box on the NetSuite contact record, clear the Active box manually on the demographic form for this contact in SuiteProjects Pro.
`Contact.billAddress1`	`Address.address1`	Address — Contact addresses are not stored in the `contact` table in SuiteProjects Pro but in a separate `address` table.
`Contact.billAddress2`	`Address.address2`	See above
`Contact.billAddress3`	`Address.address3`	See above
`Contact.billCity`	`Address.city`	See above
`Contact.billState`	`Address.state`	See above
`Contact.billZipCode`	`Address.zip`	See above
`Contact.billCountryCode`	`Address.country`	See above

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

Contact.internalID

Contact.netsuite_contact_id

Not visible on field mapping definition table

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

Looked up SuiteProjects Pro field value — id of SuiteProjects Pro customer record with netsuite_customer_id equal to the NetSuite field Contact.customer

Contact.customer_id

The integration looks up the internal ID of the SuiteProjects Pro customer record matching the NetSuite customer entity associated with the contact in NetSuite. Contact records are not imported if matching associated customer records do not exist in SuiteProjects Pro and NetSuite.

Contact.entityId

Contact.name

—

Contact.lastName

Contact.last

—

Contact.firstName

Contact.first

—

Contact.email

—

Contact.phone

—

Contact.fax

—

Contact.mobilePhone

Contact.mobile

—

Contact.title

Contact.job_title

—

="1"

Contact.active

[Initial Only] By default, the Active box is checked when the Contacts (Contacts) import workflow creates a new contact record in SuiteProjects Pro. If the Inactive box is checked on the contact record in NetSuite, the integration does not import the contact into SuiteProjects Pro — the record is excluded from the integration.

Inactive / Active contacts — If the Inactive box is checked on the contact record in NetSuite, the integration does not import the contact into SuiteProjects Pro; the record is excluded from the integration.

If you clear the Inactive box on the NetSuite contact record, the integration will import the contact record in the next integration run, and create or update the corresponding contact record in SuiteProjects Pro according to the field mapping definitions set for the workflow.
Checking the Inactive box on the NetSuite contact record does not clear the Active box automatically on the SuiteProjects Pro contact record. If you check the Inactive box on the NetSuite contact record, clear the Active box manually on the demographic form for this contact in SuiteProjects Pro.

Contact.billAddress1

Address.address1

Address — Contact addresses are not stored in the contact table in SuiteProjects Pro but in a separate address table.

Contact.billAddress2

Address.address2

See above

Contact.billAddress3

Address.address3

See above

Contact.billCity

Address.city

See above

Contact.billState

Address.state

See above

Contact.billZipCode

Address.zip

See above

Contact.billCountryCode

Address.country

See above

Additional Field Mapping

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.

Review the following guidelines:

The contact entity form in SuiteProjects Pro includes the Copy customer address box. This is not a field but UI logic to populate the address fields with the current values from the customer record. As this is not a field, you cannot set it using field mapping definition when importing a record. However, you could use advanced field mapping definition to lookup the address of the customer associated with the contact in SuiteProjects Pro and use the values of the customer address fields to set the contact address fields as part of the Contacts (Contacts) import workflow.