Projects (Projects) Export Workflow

The Projects (Projects) export workflow lets you create new project records in OpenAir first and then export them to NetSuite.

You can use the Update NetSuite Projects with OpenAir Project Data export workflow to update project records in OpenAir and run the integration to update the project records in NetSuite. See Update NetSuite Projects with OpenAir Project Data Export Workflow.

Note:

You can also use the Projects (Projects) import workflow to:

• Create new project records in NetSuite first and then import them into OpenAir. See Projects (Projects) Export Workflow.

• Update project records in NetSuite and use the NetSuite <> OpenAir integration to update the corresponding project record in OpenAir.

• Create project templates in OpenAir, select an OpenAir Project Template when creating a new project in NetSuite. When you import the project into OpenAir, the OpenAir project contains project-related information copied from the template. The information copied from the project template can include tasks, assignments, billing rules, loaded costs, revenue recognition rules, auto-bill settings, project approvers, and more.

For more information, see Projects (Projects) Import Workflow

For information about field mapping definitions for this workflow, see Projects (Projects) Export Field Mapping Definition.

Requirements and Downstream Dependencies

Matching customer records must exist in both NetSuite and OpenAir before you can export projects from OpenAir to NetSuite.

Matching project records must exist in both NetSuite and OpenAir before you can export expense reports and timesheets associated with these projects, use purchase orders, or use time and expenses in your billing rules and generate invoices.

A project must exist in NetSuite before a contact or sales order associated with the project can be imported into OpenAir.

Supported Features

Workflow Settings	Filters	Advanced Mapping	Real-Time	OpenAir Within NetSuite	Monitored Fields

• Run the integration manually, use a scheduled integration run to create or update the OpenAir project record after you create or update the project record in NetSuite. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.

• Setup the real-time integration to create or update the OpenAir project record when the Project form is saved in NetSuite. See Configuring Real-Time Record Import from NetSuite into OpenAir.

• View and edit the OpenAir project record from the NetSuite UI using the OpenAir Within NetSuite (NetSuite Single Sign-On Integration) feature. See Enabling Access to OpenAir From Within NetSuite.

Setting up the Projects (Projects) Export Workflow

Use the following steps to set up the Projects (Projects) export workflow.

To set up the Projects (Projects) export workflow in OpenAir

1. In OpenAir, go to Administration > NetSuite Connector, click the Tips menu button, then NetSuite Connector administration form.

2. Check the Projects (Projects) box under the Exports form section.

3. Go to Administration > NetSuite Connector > Mapping.

4. Click New workflow then Projects (Projects).

5. Click Projects (Projects) in the list of integration workflows.

6. Modify the field mapping definition table for the Projects (Projects) export workflow as required. See Mapping OpenAir Fields and NetSuite Fields and Projects (Projects) Export Field Mapping Definition.

7. Click the switch next to the workflow name to activate or to deactivate the workflow.

   

8. Click Save.

9. (Optional) Add the Projects (Projects) export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.