This article will help you to understand how the integration of Suppliers (Vendors) works:

  • How to import Suppliers from NetSuite;
  • Which fields are integrated and the way of their synchronization;
  • Character limits for Suppliers' fields in NetSuite;
  • Other peculiarities of Suppliers Integration
  • Adding/Updating Vendors in Precoro in bulk (with further syncing with NetSuite)
  • Auto-Updating Integrated Vendors in Precoro


How to import Suppliers from NetSuite


You can find the list of your Suppliers by going to Lists —> Relationships —> Vendors:



To import Suppliers from your NetSuite account to your company in Precoro, you should follow these steps:


1. Firstly, make sure that Suppliers are associated with the integrated Subsidiary;

2. Then go to your NetSuite integration page and click the Import Suppliers button;

3. Select those Suppliers that should be imported or click "Select all" (if you need to integrate all ones);

4. You can also use search if you need to integrate particular Suppliers;

Please note: When you clean the search — all the selected suppliers will become unmarked. It prevents importing those suppliers that you don't see while searching.

5. Click the Import button;

6. Congratulations — Suppliers have been imported. 


Please note: only Suppliers that are associated with the integrated Subsidiary will be imported to Precoro. 



Which fields are integrated and the method of their synchronization

 

Which fields are integrated and the method of their synchronization


Vendor's information from NetSuite, which Precoro currently syncs 

#Vendor's (Supplier's) field in PrecoroA related field in Vendor's profile in NetSuiteNotes
1Supplier's Name
Company Name (Primary Information)*two-way synchronization
2Currency
Primary Currency (Financial → Account Information)*one-way synchronization
Only the main currency can be integrated
3Email Address
Email (Email | Phone | Address)*one-way synchronization
4Legal Address
Address (Email | Phone | Address)*one-way synchronization
5Tax Payer Number
Tax ID (Financial → Account Information)*two-way synchronization
6Phone Number (Company contact)Phone (Email | Phone | Address)*two-way synchronization
7Account Number
Account (Financial → Account Information)*two-way synchronization


*one-way synchronization — changes made in Precoro will not be displayed in NetSuite. Changes made in NetSuite will be displayed in Precoro after the data update.

*two-way synchronization — changes made in Precoro affect the integrated data in NetSuite. Changes made in NetSuite will be displayed in Precoro after the data update.


Character limits for Suppliers' fields in NetSuite

In NetSuite, you cannot enter more symbols than allowed by the system. Here are the limits:

  • Company name = 83 symbols
  • Email Address = 254 symbols
  • Phone number = 32 symbols
  • Account number = 99 symbols
  • Legal name = 83 symbols
  • Tax ID = 25 symbols


Other peculiarities of Suppliers Integration


1. What if the Supplier has several subsidiaries?

If one of those subsidiaries is integrated with Precoro — the Supplier can be integrated.


2. The Supplier has two or more currencies. How does the integration work?

Only one currency per Supplier can be integrated. The company's main currency will be imported.


3. Can I integrate the Supplier that uses a Supplier Portal?

The Supplier with Supplier Portal can be integrated and use Portal as well.

 

4. Updating one of the synced fields for Vendor 

    a. in Precoro - a related field in NetSuite updates automatically;

    b. in NetSuite - you should click on Update suppliers on the integration page in Precoro to sync changes.


5. Adding a new Vendor 

    a. in Precoro - it will be automatically added to NetSuite*;

    b. in NetSuite - you should click on Import suppliers on the integration page in Precoro to sync the new Vendor.


*Note: Email Address and Legal Address won't be synced.


6. Removing a Vendor 

    a. in Precoro - Vendor will remain active in NetSuite. To disable Vendor in NetSuite, you should do this manually via the Edit button;

    b. in NetSuite - you should click on Update suppliers on the integration page in Precoro to sync the inactive status of the Vendor.


7. Updating a Vendor after merging the duplicates in Netsuite

Make sure that a Master Vendor in Netsuite has the same name as the integrated Vendor in Precoro.

Click on Update suppliers on the integration page in Precoro to sync the Vendors again.


8. Adding/Updating Vendors in Precoro in bulk (with further syncing with NetSuite)

If you want to import new Vendors/update current Vendors in bulk via Import Suppliers on the Configurations → Suppliers Management page and then sync the changes with NetSuite, it should be done through the additional mapping procedure. In such a case, please, contact your Client Success Manager, and we will help you manage this process.


9. Auto-Updating Integrated Vendors in Precoro

The integrated vendors in Precoro can be automatically updated once per week, on Monday. As a result, all Vendors you have imported from Netsuite to Precoro will automatically be updated based on the changes you make in Netsuite. 

Please contact your Client Success Manager so we can assist you in this matter.