Marking NetSuite Records for Import into OpenAir

You can select which NetSuite records to import into OpenAir. The integration bundle adds the Export to OpenAir custom field for each NetSuite record type that can be imported into OpenAir. Only those records with the Export to OpenAir box checked are imported into OpenAir as part of the Bulk Import and Export On Demand, Scheduled Bulk Import and Export, and Real-Time Record Import, unless otherwise specified in the workflow settings on the OpenAir NetSuite Connector UI.

• You can include the Export to OpenAir custom field on your record forms and lists.

• You can configure NetSuite to check the Export to OpenAir box by default for new records using the Export <Record Type> by Default NetSuite OpenAir SRP Integration custom preference. See Configuring Integration Preferences and Terminology Preferences in NetSuite.

• You can configure OpenAir NetSuite Connector to import NetSuite records that are not marked for export to OpenAir as well as those marked for export to OpenAir using the Disable Export to OpenAir filtering for <Record Type> in NetSuite integration workflow setting. See Workflow Settings.

Note:

The Export to OpenAir check box is not available for expense categories.

To mark a NetSuite record for import into OpenAir

1. In NetSuite, go to the record you want to import into OpenAir.

2. Check the Export to OpenAir box on the NetSuite record. Conversely, clear the Export to OpenAir box if you do not want the NetSuite record to be imported into OpenAir.

3. Click Save.

Tip:

Add the Export to OpenAir field as a column to your list views in NetSuite and use inline-editing to check or clear the Export to OpenAir directly from your list views.