Integration Points Importing NetSuite Information into OpenAir

Note:

This help topic is provided for reference only. Integration point tags were used in the legacy advanced settings notation but are no longer required.

When you click Show relevant old advanced mapping in the Tips menu, the popup window shows your filters and field mapping definitions in the legacy advanced settings notation.

The following table lists the integration point you can use to import NetSuite records into OpenAir in execution order. The table also indicates the corresponding integration workflow and the equivalent mapping group on the Mapping tab in the current OpenAir NetSuite Connector UI.

• Use these integration points between a <PULL> opening tag and a </PULL> closing tag.

• All field mapping information for an integration point in a specific direction must be defined between the opening tag and the closing tag for this integration point. For example, between <EMPLOYEE_TO_USER> and </EMPLOYEE_TO_USER>.

• The integration workflow must be enabled before you can define custom field mappings and filters for an integration point.

• Integration points support field mapping definitions and filters, unless otherwise specified.

• For billing rule and revenue recognition integration points:

  • Filters are not supported. Filters are created automatically through the integration.

  • Only valid values should be used. For more information, see the OpenAir data dictionary.

  • Extreme caution should be used when customizing billing rule creation.

Integration Point	Workflow	Mapping Group	Additional information
EMPLOYEE_TO_USER	Employees (Users)	Employee
CUSTOMER_TO_CUSTOMER	Customers (Customers)	Customer
JOB_TO_PROJECT	Projects (Projects)	Project
ITEM_TO_CATEGORY	Services (Service Items)	Service
EXPENSE_CATEGORY_TO_ITEM	Expense Items (Expense Categories)	Expense Item
CONTACT_TO_CONTACT	Contacts (Contacts)	Contact
VENDOR_TO_USER	Employees (Vendors)	Vendor
VENDOR_TO_VENDOR	Vendors (Vendors)	Vendor	Does not support filters
ITEM_TO_PRODUCT	Products (Purchase Items)	Product
SO_TO_CUSTOMERPO	Customer POs (Sales Orders)	Customer PO
REVREC_RULE_FF_DATE	Customer POs (Sales Orders)	Date/Milestone Fixed Fee	Used to customize fixed fee on date or milestone revenue recognition rule creation. Does not support filters.
REVREC_RULE_PERCENT_COMPLETE	Customer POs (Sales Orders)	Percent Complete	Used to customize % complete revenue recognition rule creation. Does not support filters.
REVREC_RULE_AS_BILLED	Customer POs (Sales Orders)	As Billed	Used to customize as billed revenue recognition rule creation. Does not support filters.
REVREC_RULE_TIME	Customer POs (Sales Orders)	Time Project	Used to customize time project revenue recognition rule creation. Does not support filters.
REVREC_RULE_FF_PERCENT_COMPLETE	Customer POs (Sales Orders)	Fixed Fee Percent Complete	Used to customize fixed fee % complete revenue recognition rule creation. Does not support filters.
REVREC_RULE_INC_FORECAST	Customer POs (Sales Orders)	Incurred vs. Forecast	Used to customize incurred vs. forecast revenue recognition rule creation. Does not support filters.
PROJECT_BILLING_RULE_FIXED_FEE	Customer POs (Sales Orders)	Project Fixed Fee Billing	Used to customize project fixed fee billing rule creation. Does not support filters.
PROJECT_BILLING_RULE_TIME	Customer POs (Sales Orders)	Time Project Billing	Used to customize project time billing rule creation. Does not support filters.
BILLPAYMENT_TO_REIMBURSEMENT	Reimbursements (Expense Report Reimbursements)	Expense Reimbursement
PAYMENT_TO_PAYMENT	Payments (Invoice Payments)	Invoice Payment
NS_PR_TASK_TO_OA_PR_TASK	Tasks (Project Tasks)	Task
PURCHASEORDER_TO_PURCHASEORDER	POs (Purchase Orders)	PO	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.
PURCHASE_ITEM	POs (Purchase Orders)	Purchase item	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive. Does not support filters.
VENDORBILL_TO_PURCHASEORDER	POs (Vendor Bills)	PO	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive.
VENDORBILL_TO_PURCHASE_ITEM	POs (Vendor Bills)	Purchase Item	POs (Purchase Orders) and POs (Vendor Bills) workflows are mutually exclusive. Does not support filters.
DEPOSIT_TO_RETAINER	Retainers (Applied Customer Deposits)	Retainer
CREDIT_MEMO_TO_CREDIT	Credits (Applied Credit Memos)	Credit Memo
SUPPORTCASE_TO_TASK	Tasks (Support Cases)	Support Case
VENDORCREDIT_TO_PURCHASEORDER	POs (Vendor Credits)	PO
VENDORCREDIT_TO_PURCHASE_ITEM	POs (Vendor Credits)	Purchase Item	Does not support filters.
NS_INVOICE_TO_OA_INVOICE	Invoices (Invoices)	Invoice	Pullback integration point. Used to import NetSuite invoice information back into OpenAir when exporting an invoice from OpenAir to NetSuite. For example, you can use this to import NetSuite transaction numbers to an OpenAir custom field. Does not support filters.
NS_EXPENSE_REP_TO_OA_EXPENSE_REP	Expense Reports (Expense Reports)	Expense report	Pullback integration point. Used to import NetSuite expense report information back into OpenAir when exporting an expense report from OpenAir to NetSuite. For example, you can use this to import NetSuite transaction numbers to an OpenAir custom field. Does not support filters.
JOURNAL_TO_REVENUE	Recognition Transactions (Revenue Recognition Transactions)	Recognition transaction	Pullback integration point. Used to import NetSuite journal entry information back into OpenAir when exporting a revenue recognition transaction from OpenAir to NetSuite. The target OpenAir field must be a custom field for each field mapping. For example, you can use this to import a standard field in NetSuite, such as transaction numbers, to an OpenAir custom field. Transaction.tranID (NetSuite field) —> Revenue_recognition_transaction.custom_field__c (OpenAir field) Does not support filters.