Getting Started With the NetSuite integration
You should use the following steps to set up and get familiar with the NetSuite integration before using it to exchange information between NetSuite and OpenAir:
You should test the initial configuration and any subsequent changes using NetSuite and OpenAir sandbox accounts, before implementing the integration on a production environment.
Step 1 — Prerequisites and Setup
NetSuite Professional services configure your NetSuite and OpenAir initially so you can use the integration.
The following table lists the main requirements to be able to implement the NetSuite <> OpenAir integration with references to the relevant help topics.
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Requirements |
How to enable |
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NetSuite Features |
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NetSuite Bundles |
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OpenAir Features:
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Contact OpenAir Customer Support |
Step 2 — Read the Relevant Documentation
This guide provides a reference for using the NetSuite integration to exchange information between NetSuite and OpenAir. The guide is organized around the following conceptual topics for ease of reference:
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NetSuite Integration Main Features — High level overview of main integration features.
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How the NetSuite <> OpenAir Integration Works — High level overview of the information flow between NetSuite and OpenAir.
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Configuring NetSuite for the Integration — Reference material for configuring NetSuite to use both standard and optional integration features.
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Configuring OpenAir for the Integration — Reference material for configuring OpenAir to use both standard and optional integration features. Includes reference material for using the OpenAir NetSuite Connector UI to control what information is exchanged, scheduling the integration to run automatically, and configuring the real-time export of records from OpenAir to NetSuite.
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Running the NetSuite <> OpenAir Integration — Reference material for running the integration on demand for a single record or in bulk either manually or using OpenAir user scripting.
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Importing Data From NetSuite Into OpenAir — Reference material for all available integration workflows importing data from NetSuite into OpenAir.
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Exporting Data From OpenAir to NetSuite — Reference material for all available integration workflows exporting data from OpenAir to NetSuite, including custom export workflows.
Step 3 — Configure the Integration in NetSuite
See Configuring NetSuite for the Integration.
Data that can be imported from NetSuite into OpenAir include users, customers, contacts, projects, items, expense categories, vendors, purchase items, sales orders, expense report reimbursements, invoice payments, purchase orders, and customer deposits and credit memos applied to invoices. See Supported Record Types and Integration Operations.
Step 4 — Configure the Integration in OpenAir
See Configuring OpenAir for the Integration.
Data that can be exported from OpenAir to NetSuite include customers, projects approved expense reports, approved invoices, approved timesheets, and revenue recognition transactions. See Supported Record Types and Integration Operations.
Step 5 — Run the Integration
After NetSuite and OpenAir are configured for the integration, you can:
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Run the integration on demand or use OpenAir form and schedule scripts to trigger the integration. See Running the NetSuite <> OpenAir Integration.
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Schedule the integration to run automatically. See Scheduling the Integration to Run Automatically.
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Configure NetSuite to import records from NetSuite into OpenAir in real time. See Configuring Real-Time Record Import from NetSuite into OpenAir.
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Configure OpenAir to export records from OpenAir to NetSuite in real time. See Configuring Real-Time Record Export from OpenAir to NetSuite.