This article will help you to understand how the integration of Classes works in Precoro.

  • How to import Classes from NetSuite;
  • Which fields are integrated and the way of their synchronization;
  • Character limits for Classes' fields in NetSuite;
  • Other peculiarities of Classes Integration.


How to import Classes from NetSuite


You can find the list of your Classes by going to Setup —> Company —> Classifications —> Classes:



In Precoro, you can integrate Classes as:

  • Documents Custom Field — mandatory if you have classes on the document level in NetSuite;
  • Items Custom Field — mandatory if you have classes on the item level in NetSuite;


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


1. Firstly, ensure that your Classes are associated with the integrated Subsidiary.

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

3. Select those Classes that should be imported or click "Select all" (if you need to integrate all of them).

4. Click the Import button.

5. Congratulations — the list of Classes has been imported. 


Please note: only Classes 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


Class' information from NetSuite, which Precoro currently syncs 


Please note: the Class' integration uses *one-way synchronization method


Class' field in NetSuiteClass' field in PrecoroNotes
NameName


Please note: Precoro does not import/integrate Classes’ codes (internal IDs). Contact your CSM manager if you need to display the Classes’ codes in Precoro. 


*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 Classes' fields in NetSuite

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

  • Name = 31 symbols


Other peculiarities of Classes Integration


1. What if a class has several subsidiaries?

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


2. Updating the name of the integrated Class 

    a. in Precoro - the name of the Class can not be updated;

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


3. Adding a new Class

    a. in Precoro - you can not edit integrated Documents / Items Custom Field; 

    b. in NetSuite - you should click the Import Classes button on the integration page in Precoro to sync the new Class.


4. Removing a Class

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

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


5. Making a Class inactive

    a. in Precoro — an integrated Class can not be made inactive. To make the Class inactive in NetSuite, you should do this manually via the Edit button;

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


6. Auto-Updating Integrated Classes in Precoro

The integrated classes in Precoro can be automatically updated once per week, on Monday. As a result, all Classes 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.