Update NetSuite Tasks with OpenAir Task Data

The Update NetSuite Tasks with OpenAir Task Data export workflow lets you update task records in OpenAir and use the NetSuite <> OpenAir integration to update the corresponding task record in NetSuite.

Note:

You can use the Tasks (Project Tasks) import workflow to create and update project task records in NetSuite first and then import them into OpenAir or update the already imported task records in OpenAir. See Tasks (Project Tasks) Import Workflow.

For information about field mapping definitions for this workflow, see Update NetSuite Tasks with OpenAir Task Data Field Mapping Definitions.

Requirements and Downstream Dependencies

Matching task records must exist in both NetSuite and OpenAir before you can update project tasks in OpenAir and use the NetSuite <> OpenAir integration to update the corresponding project record in NetSuite.

Supported Features

Workflow Settings	Filters	Advanced Mapping	Real-Time	SuiteSignOn	Monitored Fields
		* Settings dependent

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

• Setup the real-time integration to update the NetSuite task records when the Task Properties form is saved in OpenAir. See Configuring Real-Time Record Import from NetSuite into OpenAir.

• View and edit the OpenAir task record from the NetSuite UI using the SuiteSignOn integration. See Enabling Access to OpenAir From Within NetSuite.

Setting up the Update NetSuite Tasks with OpenAir Task Data Export Workflow

Use the following steps to set up the Update NetSuite Tasks with OpenAir Task Data export workflow.

To set up the Update NetSuite Tasks with OpenAir Task Data 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 Enable NetSuite task import and update box under the Additional Integrations form section.

3. (Optional) Check the Exclude reporting values from Update NetSuite tasks with OpenAir task data box under the Performance features form section. You should check this box unless you need a wider range of OpenAir fields available for mapping and performance is not a concern for your integration. See Exclude reporting values from Update NetSuite tasks with OpenAir task data.

4. Click Save.

5. Go to Administration > NetSuite Connector > Mapping.

6. Click New workflow then Update NetSuite Tasks with OpenAir Task Data.

7. Click Update NetSuite Tasks with OpenAir Task Data in the list of integration workflows.

8. Modify the field mapping definition table for the Update NetSuite Tasks with OpenAir Task Data export workflow as required. See Mapping OpenAir Fields and NetSuite Fields and Update NetSuite Tasks with OpenAir Task Data Field Mapping Definitions.

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

   

10. Click Save.

11. (Optional) Add the Update NetSuite Tasks with OpenAir Task Data export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.