Projects (Projects)

When enabled, a new Projects (Projects) workflow is made available in the NetSuite Connector Mapping screen, which allows you to add Projects to NetSuite from OpenAir.

Important:

This feature is mutually exclusive with DEPRECATED — Enable 3-way Salesforce.com, NS OpenAir and NetSuite integration.

Note:

This box cannot be cleared if the Projects (Projects) export workflow is listed on the Mapping tab on the main NetSuite Connector page. To disable this workflow, first delete it in Administration > NetSuite Connector > Mapping.

Field mapping definition table for the Projects (Projects) export workflow

Enabling the Projects (Projects) workflow also adds an Export to NetSuite option to each Project Properties form.

When the integration runs, it performs an Add request to NetSuite (in the same manner as DEPRECATED — Enable 3-way Salesforce.com, NS OpenAir and NetSuite integration) for each project marked Export to NetSuite.

The Projects (Projects) workflow supports real-time export. You can set NetSuite Connector to export automatically new/existing project records created/updated in OpenAir to NetSuite when hitting Save on the Project form.