Projects (Projects) Export Field Mapping Definition

The Projects (Projects) export workflow includes one mapping group:

• Project [Integration point: PROJECT_TO_JOB] — See Project Mapping Group Tab.

Project Mapping Group Tab

Use the Project mapping group to map information on project records in OpenAir with information on project records in NetSuite. The mapping group supports filters.

For reference information and best practice guidelines, review the following topics:

• References — Overview of record types in OpenAir and NetSuite with links to the relevant reference material for information about fields available for mapping.

• Default and Custom Filters — Overview of default filters and how to modify the default behavior, and custom filters. Custom filters are supported for this mapping group.

• Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information exported by default includes project name, associated customer, and start date. Filters and pullbacks are supported.

• Additional Field Mappings — There are no specific guidelines for custom field mapping definitions in this mapping group. The mapping group does not support custom pullback field mappings, retrieving information from the record created in NetSuite back into OpenAir.

References

The following table gives reference information about the records and fields available for custom field mapping definition with links to the relevant reference material. See also Schema Reference Documentation.

NetSuite Record type [SOAP object]	OpenAir Record Type [table]	Mapping Group [Integration point]
Project [Job] Schema: Job (2020.1)|Job (2023.1) XSD: listRel (2020.1)|listRel (2023.1)	Project [ project] Data Dictionary: project	Project [PROJECT_TO_JOB]

Default and Custom Filters

By default, project records are exported from OpenAir to NetSuite if the following conditions are met:

• The Active box is checked on the project record in OpenAir.

• The project record was not already exported — Project.exported is empty.

• The NetSuite Project ID [netsuite_project_id] custom field is empty OR the Allow objects with a NetSuite ID to be exported during integration run box is checked on the OpenAir NetSuite Connector administration form. See Allow objects with a NetSuite ID to be exported during integration run.

Custom filters are supported for this mapping group. For more information about adding filter conditions, see Using Filters and Filter Definition.

Default Field Mappings

The following table describes the default field mapping definitions for the Project mapping group tab.

NetSuite Field	Direction	OpenAir Field	Notes
Job.parent		Project.customer_id	—
Job.companyName		Project.name	The name of the project is stored in the Project Name [Job.companyName] field on the NetSuite record.
Job.entityId		Project.company	Not visible on mapping definition table
Job.startDate		Project.start_date	—
Job.limitTimeToAssignee		="false"	Active only if the Project Management feature is enabled for your NetSuite account. The Limit Time and Expenses To Resources box is checked by default when creating the project record in NetSuite.
Job.custentity_oa_export_to_openair		="true"	The Export to OpenAir [custentity_oa_export_to_openair] box is checked by default on the project record in NetSuite.
Job.custentity_oa_project_stage		Project.project_stage_id	Not visible on mapping definition table The project stage information is stored in the OpenAir: Project Stage [ custentity_oa_project_stage] custom field on the NetSuite project record if the Map the OpenAir project stage from the NetSuite project is checked on the Projects (Projects) import workflow settings form. See Map the OpenAir project stage from the NetSuite project
Job.currency		Project.currency	Not visible on mapping definition table Multiple currency — If the Multiple Currency feature and the Multi-Currency Customers feature (when available separately) are enabled for your NetSuite account, you can export currency information for projects from OpenAir to NetSuite. The currency on the NetSuite project record is set to: The Currency on the project record in OpenAir, if the Multicurrency feature is enabled for your OpenAir account. The base currency for your OpenAir account, otherwise.
Job.custentity_oa_project_currency		Project.currency	Not visible on mapping definition table Multiple currency — If the Multiple Currency feature and the Multi-Currency Customers feature (when available separately) are enabled for your NetSuite account, you can export currency information for projects from OpenAir to NetSuite. The OpenAir: Project Currency [custentity_oa_project_currency] on the NetSuite project record is set to: The Currency on the project record in OpenAir, if the Multicurrency feature is enabled for your OpenAir account. The base currency for your OpenAir account, otherwise.
Job.internalId		Project.netsuite_project_id__c	Not visible on mapping definition table [Pullback] When you export a new project record from OpenAir to NetSuite, OpenAir stores the internal ID of the NetSuite project in the NetSuite Project ID [netsuite_project_id] custom field. This custom field is used to link the OpenAir and NetSuite records for future updates and matching record associations.
—		Project.exported	Not visible on mapping definition table OpenAir adds a timestamp for the date and time the record was exported.

Additional Field Mappings

Important:

Review the following guidelines

• You should contact your OpenAir Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.

• For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.

• Familiarize yourself with the NetSuite and OpenAir technical documentation before attempting to set field mapping definitions using the advanced notation — See Schema Reference Documentation.

No specific guidelines