This article will help you to understand how the integration of Items works:
- How to import Items from NetSuite
- Item types that can be integrated with Precoro
- Which fields are integrated and the method of their synchronization
- Character limits for items' fields in NetSuite
- Other peculiarities of Items Integration
How to import Items from NetSuite
You can find the list of your Items
To import Items from your NetSuite account to your company in Precoro, you should follow these steps:
1. Firstly, you need to import all mandatory lists from NetSuite to Precoro and integrate (import) Suppliers.
Note: you should import those lists that are used in your Items in NetSuite (those can be Accounts, Departments, Customers/Projects, Vendors, Locations)
2. When all lists are imported, go to your NetSuite integration page and click the Import Items button;
3. Select those Items that should be imported or click "Select all" (if you need to integrate all of them);
4. Congratulations — the Items list has been imported.
Please note: only items that are associated with the integrated Subsidiary will be imported to Precoro.
Item types that can be integrated with Precoro
Which fields are integrated and the method of their synchronization
There are two ways to integrate your items between Netsuite and Precoro. It depends on which fields you use in the Item form in Netsuite.
The first type of Item integration
Please note: the Item's integration uses *one-way synchronization method
| # | Item's field in NetSuite | Item's field in Precoro | Notes |
| Primary information section in NetSuite | |||
| 1 | Item name / number | Name | |
| Vendors section in NetSuite | |||
| 2 | Vendor Code | SKU | The Vendor should be marked as 'preferred' |
The second type of Item integration
Please note: the Item's integration uses *one-way synchronization method
| # | Item's field in NetSuite | Item's field in Precoro | Notes |
| Primary information section in NetSuite | |||
| 1 | Item name / number | SKU | |
| 2 | Display name / number | Name | |
Item's information from NetSuite, which Precoro also currently syncs
Please note: the Item's integration uses *one-way synchronization method
| # | Item's field in NetSuite | Item's field in Precoro | Notes |
| Classification section in NetSuite | |||
| 3 | Department | NetSuite Departments (as Items Custom Field) | |
| 4 | Location | NetSuite Locations (as Items Custom Field) | |
| 5 | Class | NetSuite Classes (as Items Custom Field) | |
| 6 | Expense Account | NetSuite Chart of Accounts (as Items Custom Field) | |
| Vendors section in NetSuite | |||
| 7 | Vendor | Supplier | The Vendor should be marked as 'preferred' |
| 8 | Purchase price | Price | The Vendor should be marked as 'preferred' |
| 9 | Currency | Currency | The Vendor should be marked as 'preferred' |
*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 items' fields in NetSuite
In NetSuite you cannot enter more symbols than allowed by the system. Here are the limits:
- Item name / number = 250 symbols
- Vendor Code / name = 250 symbols
- Display name / code = 250 symbols
- Purchase price = values must be numbers up to 10,000,000,000,000,000.999999999999999
- Purchase description = 4000 symbols
Other peculiarities of Items Integration
1. What if an item has several subsidiaries?
If one of those subsidiaries is integrated with Precoro — the item can be integrated.
2. Updating one of the synced fields for Item
a. in Precoro - a related field in NetSuite will be not updated;
b. in NetSuite - you should click on the Update Items button on the integration page in Precoro to sync changes.
3. Adding a new Item
a. in Precoro - it will not be added to NetSuite;
b. in NetSuite - you should click on the Import Items button on the integration page in Precoro to sync the new Item.
4. Removing an Item
a. in Precoro - Item will remain active in NetSuite. To disable Item in NetSuite, you should do this manually via the Edit button;
b. in NetSuite - you should click on the Update items button on the integration page in Precoro to sync the inactive status of the Item.
5. Making an Item inactive
- in Precoro — Item will remain active in NetSuite. To disable Item in NetSuite, you should do this manually via the Edit button;
- in NetSuite - you should click on the Update items button on the integration page in Precoro to sync the inactive status of the Item.