Mapping SuiteProjects Pro Fields to CSV Columns

To map SuiteProjects Pro fields to CSV columns:

1. In Integration Manager, locate the row corresponding to the record type and the direction required from the table listing the record types available for import from and export to a CSV file.

2. Do one of the following:

   • Click to select the row, then go to Options > Field Mapping.

   • Right-click the row, then click Field Mapping from the context menu.

   

   Depending on the direction, the Field Mapping window appears (export ) or the Select Import Options window appear (import ).

3. (Import only) When importing information from a CSV file into SuiteProjects Pro, do the following in the Select Import Options window:

   1. Click the Select button and select the CSV file to import information from.

      

   2. Select the Delimiter in the CSV file you want to import information from.

   3. Check the Column headers (field names) in first row box if the selected CSV file includes column headers (field names) in the first row. If the CSV file does not contain column headers on the first row, enter column headers in the bottom box. Each column must have a header. You can edit existing column headers if required.

   4. Click OK.

      If the columns in your CSV file do not match the existing mapping information for the type of records you want to import, a confirmation message appears. To replace the existing mapping information, click Yes. To cancel the operation, click No.

   5. Click Yes to save the mapping profile.

      The Field Mapping window appears.

4. The Field Mapping window includes a table listing SuiteProjects Pro fields and CSV column headers.

   A green color arrow in the middle column indicates that the information in this SuiteProjects Pro field or CSV column is included in the export or import.

   • For export field mappings, the CSV is noted as Destination. The middle column shows green color arrows for each row – all available SuiteProjects Pro fields are included in the export by default.

   • For import field mappings, the CSV is denoted as Source. The middle column is empty – no information is included in the import by default. When the Use server-side import key lookup box is checked, a red color arrow indicates the field used as an import key. SuiteProjects Pro Integration Manager uses the import key to determine if a matching record already exists. If the record exists, Integration Manager updates the SuiteProjects Pro record with the corresponding information in the CSV file. If the record does not exist, Integration Manager adds a new record in SuiteProjects Pro. Integration Manager automatically determines the import key. See Record Creation or Update Rules on Import.

   Listed SuiteProjects Pro fields include supported standard fields for the SuiteProjects Pro record type you selected for export or import. If you select a SuiteProjects Pro record type for export, the listed SuiteProjects Pro fields also include supported standard fields for other record types directly related with the record type you selected for export. In this case, the field name appears in the list as <record_type>_<field>, where <record_type> is the name of the associated record type and <field> is the field name. For example, when exporting project records, Customer_name and other customer fields are also listed in the field mapping table.

   

   To map a CSV column with a SuiteProjects Pro field, or change an existing field mapping, drag the CSV column name under the Source or Destination column to the corresponding field name under the SuiteProjects Pro column.

   (Export only) To change the order of the CSV columns, drag the SuiteProjects Pro field to the new position.

   (Export only) To change the name of a CSV column, double click the CSV column name and enter the new name.

   To add or remove a SuiteProjects Pro field or CSV column from the import or export, double-click the middle column on the corresponding row.

   To add or remove several SuiteProjects Pro fields or CSV columns from the import or export at the same time, use the Shift key or Ctrl key to select multiple rows and click Map or Clear Mapping.

   (Export only) To set field level formatting for a specific SuiteProjects Pro field to CSV column mapping, right-click the row then click Format. For more information about formatting, see Formatting Information for Export and Import and Validating Field Value Length and Range on Export.

   You can:

   • Make custom fields defined for your SuiteProjects Pro account available for mapping. See Making SuiteProjects Pro Custom Fields Available for Mapping.

   • Make additional information not in your source data available for mapping. See Making Additional Information Available for Mapping (Calculated Fields).

   • Split a source field into two or more destination fields (Import only), combine source fields into a single destination field (Import and Export), or combine separate date and time fields in the source CSV file into a datetime field in SuiteProjects Pro (Import only). See Combining and Splitting Information.

   • (Import only) Import specific information only when the import creates a new record in SuiteProjects Pro. By default, the information is imported into all mapped fields both when the import creates a new record and when the import updates an existing record. You can specify the fields you do not want to be updated when the import updates a record. See Importing Field Values on Initial Import Only.

   • (Export only) Look up SuiteProjects Pro standard or custom field values for record types directly or indirectly related to the record type you selected for export. See SuiteProjects Pro Field Value Lookup (Export) and Record Lookup (Import).

   • (Import only) Look up SuiteProjects Pro records associated with the records you import by name or external ID. See SuiteProjects Pro Field Value Lookup (Export) and Record Lookup (Import).

   • (Export only) Add default header information to your exported CSV files. See Adding Header Information to Exported CSV Files.

   • (User import only) Make user settings, including privileges and preferences, available for mapping. See Making User Settings Available for Mapping (User Imports Only).

5. (Import only) The Use server-side import key lookup box is checked by default. You should keep this box checked.

   Note:

   When importing information into SuiteProjects Pro, Integration Manager uses an import key to check if any of the records in your source CSV file already exist in SuiteProjects Pro. If a record with a matching import key value exists in SuiteProjects Pro, Integration Manager updates that record with the information in the CSV file. If Integration Manager does not find a matching import key value, it creates a new record in SuiteProjects Pro.

   The server-side lookup (when the box is checked) optimizes the import process. It is both faster and more robust than the alternative client-side method (when the box is cleared), which may result in the creation of duplicate records in SuiteProjects Pro if the source CSV file contains several rows with the same import key field values.

   For more information, see Record Creation or Update Rules on Import.

6. Click OK to save the field mapping settings and return to the main Integration Manager window.

Importing Field Values on Initial Import Only

You can set up Integration Manager to import specific information only during the initial import of a record (when the import creates a new record in SuiteProjects Pro). By default, the information is imported into all mapped fields both when the import creates a new record and when the import updates an existing record. You can specify the fields you do not want to be updated when the import updates a record.