Tasks (Support Cases) Import Field Mapping Definition

The Tasks (Support Cases) import workflow includes one mapping group:

Support Case [Integration point: SUPPORTCASE_TO_PR_TASK] — See Support Case Mapping Group.

Support Case 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 — There are no specific 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`]
Support case [`SupportCase`] Schema: SupportCaseSearchRowBasic (2020.1)\|SupportCaseSearchRowBasic (2023.1) XSD: `SupportCaseSearchRowBasic` — platformCommon (2020.1)\|platformCommon (2023.1)	Task [`project_task`] Data Dictionary: project_task	Support Case [`SUPPORTCASE_TO_PR_TASK`]

NetSuite Record type [SOAP object]

SuiteProjects Pro Record Type [table]

Mapping Group [Integration point]

Support case [SupportCase]

Schema: SupportCaseSearchRowBasic (2020.1)|SupportCaseSearchRowBasic (2023.1)

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

Task [project_task]

Data Dictionary: project_task

Support Case [SUPPORTCASE_TO_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 support case record in NetSuite.

Note:
If the Export to SuiteProjects Pro [custevent_oa_export_to_openair] box is checked on the customer record associated with the support case, the support case is marked automatically for export to SuiteProjects Pro.

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 Support Case mapping group tab.

NetSuite Field	SuiteProjects Pro Field	Notes
`SupportCase.internalId`	`Project_task.netsuite_project_task_id__c`	When you import a new support case record from NetSuite into SuiteProjects Pro as a task record, SuiteProjects Pro stores the internal ID of the NetSuite support case 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.
`="1"`	`Project_task.netsuite_supportcase_record_type__c`	Project task and support case records can both be imported form NetSuite into SuiteProjects Pro as task records. The Tasks (Project Tasks) and Tasks (Support Cases) can both be used together. The NetSuite Support Case Record [ `netsuite_supportcase_record_type`] box is checked on the SuiteProjects Pro task record if the record was imported from a support case.
`="Case #" +SupportCase.caseNumber +": " +SupportCase.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 to store the Subject of the support case and to construct the task Name on the SuiteProjects Pro record.
Looked up SuiteProjects Pro field value — `id` of SuiteProjects Pro project record with `netsuite_project_id` equal to the NetSuite field `SupportCase.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`	—
`SupportCase.startDate`	`Project_task.start_date`	The task Start Date is set to the Incident Date on the NetSuite support case .
`SupportCase.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 support case record in NetSuite.
`SupportCase.estimatedWork`	`Project_task.planned_hours`	Unless planned hours are entered for each task assignment in SuiteProjects Pro, the task Planned Hours in SuiteProjects Pro is set to the support case Estimated Work in NetSuite.
Looked up SuiteProjects Pro field value — `id` of SuiteProjects Pro service record with `netsuite_category_id` equal to the NetSuite field `SupportCase.item`	`Project_task.default_category`	If there is a service item associated with the support case in NetSuite and this service item matches a service in SuiteProjects Pro, this information is imported into the project task record in SuiteProjects Pro
`="1"`, if `SupportCase.stage =="_closed"` `="0"`, otherwise	`Project_task.closed`	If the support case is closed in NetSuite, the corresponding project task is closed in SuiteProjects Pro. If the support case is reopened, the project task is reopened.

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

SupportCase.internalId

Project_task.netsuite_project_task_id__c

When you import a new support case record from NetSuite into SuiteProjects Pro as a task record, SuiteProjects Pro stores the internal ID of the NetSuite support case 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.

="1"

Project_task.netsuite_supportcase_record_type__c

Project task and support case records can both be imported form NetSuite into SuiteProjects Pro as task records. The Tasks (Project Tasks) and Tasks (Support Cases) can both be used together. The NetSuite Support Case Record [ netsuite_supportcase_record_type] box is checked on the SuiteProjects Pro task record if the record was imported from a support case.

="Case #" +SupportCase.caseNumber +": " +SupportCase.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 to store the Subject of the support case and to construct the task Name on the SuiteProjects Pro record.

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

—

SupportCase.startDate

Project_task.start_date

The task Start Date is set to the Incident Date on the NetSuite support case .

SupportCase.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 support case record in NetSuite.

SupportCase.estimatedWork

Project_task.planned_hours

Unless planned hours are entered for each task assignment in SuiteProjects Pro, the task Planned Hours in SuiteProjects Pro is set to the support case Estimated Work in NetSuite.

Looked up SuiteProjects Pro field value — id of SuiteProjects Pro service record with netsuite_category_id equal to the NetSuite field SupportCase.item

Project_task.default_category

If there is a service item associated with the support case in NetSuite and this service item matches a service in SuiteProjects Pro, this information is imported into the project task record in SuiteProjects Pro

="1", if SupportCase.stage =="_closed"
="0", otherwise

Project_task.closed

If the support case is closed in NetSuite, the corresponding project task is closed in SuiteProjects Pro. If the support case is reopened, the project task is reopened.

The integration creates or updates a project task assignment record in SuiteProjects Pro when a task is added or updated using the Tasks (Support Cases) import workflow and the NetSuite support case is assigned to an employee matching an employee record in SuiteProjects Pro. The project task assignment record includes the following information:

Project_task_assign.user_id —Looked up SuiteProjects Pro field value: id of SuiteProjects Pro employee record with netsuite_user_id equal to the NetSuite field SupportCase.userId
Project_task_assign.project_task_id — id of the imported project task record.

The integration runs the project calculation automatically when a task is added or updated using the Tasks (Support Cases) 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.

No specific guidelines.