Integration Manager
- Integration Manager Overview
- Getting Started with Integration Manager
- Installing, Updating and Uninstalling Integration Manager
- Integration Manager General Settings and Menu Options
- Exporting SuiteProjects Pro Data to a CSV File
- Importing Data from a CSV File into SuiteProjects Pro
- Mapping SuiteProjects Pro Fields to CSV Columns
- Making SuiteProjects Pro Custom Fields Available for Mapping
- Making Additional Information Available for Mapping (Calculated Fields)
- Combining and Splitting Information
- SuiteProjects Pro Field Value Lookup (Export) and Record Lookup (Import)
- Filtering SuiteProjects Pro Records for Export
- Formatting Information for Export and Import
- Grouping and Summarizing Record Data and Adding Balancing Entries for Export
- Working with Export and Import Shortcuts
- Records and Fields Reference
- Troubleshooting