Skip to content
  • There are no suggestions because the search field is empty.

How to Migrate NetSuite Integration from Legacy to SuiteApp

Learn how to smoothly migrate your NetSuite integration from Legacy to SuiteApp to get advanced features like custom fields, multi-subsidiary support, and automatic payment pushes.

TABLE OF CONTENTS

 

Step 1: Enable the Required Features in NetSuite

Before installing the Precoro SuiteApp in NetSuite, make sure that all necessary features are enabled in the company settings:

  1. Go to Setup → Company → Enable Features.

    NetSuite
  2. Mark the following checkboxes in the SuiteCloud tab:

    Section

    Features to enable

    SuiteBuilder

    Custom Records

    SuiteScript

    Client SuiteScript, Server SuiteScript

    SuiteFlow

    SuiteFlow

    SuiteTalk (Web Services)

    SOAP Web Services, REST Web Services

    Manage Authentication

    Token-based Authentication

    SuiteCloud Development Framework

    SuiteCloud Development Framework
  3. In the Analytics tab, enable SuiteAnalytics Workbook.
  4. In the Accounting tab (Basic Features), enable Accounting.
  5. Click Save to apply the configurations.


Step 2: Verify Integrated Lists in Precoro

Ensure that all NetSuite lists integrated with Precoro are fully synchronized and up to date:

  1. In Precoro, go to Configuration → Integrations.
  2. Locate the NetSuite integration → click the Update Settings button.
  3. On the NetSuite Configuration page, scroll down to the Import lists and settings section.
  4. Update all imported lists so they reflect the most recent data from NetSuite.

Step 3: Capture Your Current Integration Settings

Document the following integration configurations in Precoro, as you’ll need to verify or reapply them after migration:

  • Import Item Vendor Code as SKU
  • Sync Suppliers to NetSuite

netsuite configuration

Step 4: Contact Your Customer Success Manager

Before starting the migration, collect and share the information below with your Customer Success Manager. This information is required to plan the migration, prepare data mappings, and avoid delays during setup.

a) Confirm the Integration & Migration Details

Please confirm the following:

  • Integration scope: Will you use multiple subsidiaries (Account Setup) or a single-subsidiary integration?

💡Please note: If you choose the Account Setup, a new company will be created in Precoro, and the NetSuite SuiteApp integration will be configured for that company.

  • NetSuite access: Are you ready to grant access to your NetSuite account so the Precoro team can complete the integration setup?
  • Migration timeline: Your preferred or estimated migration date.

b) Select the NetSuite Lists to Sync

To keep automatic updates from NetSuite to Precoro working after the migration, all existing integrated NetSuite records must be marked with the “Sync to Precoro” flag. Since this setting cannot be applied automatically to existing records, you’ll need to update them later via CSV import in NetSuite.

For this reason, select which of the following NetSuite lists should be synced and share the details with your Customer Success Manager:

  • Departments
  • Classes
  • Locations
  • Chart of Accounts
  • Projects
  • Taxes
  • Customers
  • Billable Fields
  • Suppliers
  • Items
  • Custom Segments (specify which ones to include)

For each selected list, specify:

  • Sync scope: Should this list be imported from NetSuite and used in Precoro?
  • Assignment level: Is this list value applied on a document or item level in NetSuite?

Based on the information you provided, the Precoro team will identify which NetSuite lists are currently integrated with Precoro and prepare corresponding CSV import files for NetSuite.
Each CSV file will include the Internal ID of every NetSuite record and set the “Sync to Precoro” field to true.

💡Please note: To ensure data accuracy and avoid conflicts, the Precoro team prepares mapping and CSV import files no earlier than 1–2 days before the scheduled migration date.

Step 5: Rename the Integration Records

Before the Precoro SuiteApp installation, you need to update the names of integration records in NetSuite to prevent duplications and avoid conflicts during the SuiteApp setup.

To rename the existing Precoro Integration:

  1. Go to Setup → Integration → Manage Integrations.

    Manage Integrations
  2. Open the Precoro Integration → click Edit.
  3. Change the “Precoro Integration” name to any other suitable option.
  4. Click Save to record the changes.

    Rename

 To rename the existing Precoro Integration Role:

  1. Go to Setup → Users/Roles → Manage Roles.

    Manage Roles-1

  2. Click Edit next to the Precoro Integration Role.
  3. Change the “Precoro Integration Role” name to any other suitable option.
  4. Click Save to record the changes.

    Rename Role

Step 6: Set Up the NetSuite SuiteApp Integration

Follow steps 2-5 from the How to Set Up NetSuite SuiteApp Integration guide: 

💡Please note: Once you have a Token ID, Token Secret, and Account ID, please securely share these details with your Customer Success Manager, as they are required to connect Precoro to NetSuite in the next steps.

Step 7: Configure Global Settings in NetSuite

Once the SuiteApp connection is established, complete the following setup steps in your NetSuite account:

  1. Navigate to Precoro → Configuration → Integrations.

    Configuration
  2. Open the Global Settings tab.
  3. In the Other Settings section, enable the following checkboxes:
    • Import Item Vendor Code As SKU
    • Enable Vendor Contact Mapping
    • Integrate Billable Field
    • Sync Employee
  4. In the Sync New Records by Default section, select the checkboxes for each list you want Precoro to automatically sync when new records are created in NetSuite.

    Settings-1

Step 8: Set Preferred Transaction Form in NetSuite

To ensure transactions are processed through the correct form:

  1. Go to Customization → Forms → Transaction Forms.
  2. Open your desired form (previously used with the Legacy integration).
  3. Navigate to the Roles tab.
  4. Find the Precoro Integration Role → enable the Preferred checkbox.
  5. Click Save to apply the changes.

Step 9: Import Required Lists via CSV

Once the setup is completed, you can start your NetSuite data migration to Precoro SuiteApp using CSV files.

Before importing a CSV file, please enable the Run Server SuiteScript and Trigger Workflows checkbox in Setup → Import/Export → CSV Import Preferences. If it is disabled, no scripts or workflows can be executed, so the export to Precoro will fail.

💡 Please note:  Migration of Taxes and Custom Segments via CSV is not supported.

To import the lists:

  1. Get the ready-to-use CSV files from Precoro to ensure correct mapping and formatting.

  2. In NetSuite, go to  Setup → Import/Export → Import CSV Records.

    Import
  3. Select the import and record types, character recording, CSV column delimiter, and other settings according to the instructions in the table below → upload your file.

💡 Please note: Supplier forms may switch to the user’s default during CSV import. To avoid incorrect assignment, set the correct default form before the import, or update it manually afterward.

List type Instructions
Vendor

Import file:

  • Columns: Internal ID, Sync to Precoro (2)
  • Encoding: Unicode (UTF-8)

Import settings:

  • Import type: Relationships
  • Record type: Vendors
  • Character encoding: Unicode (UTF-8)
  • CSV column delimiter: Semicolon
  • Import options: Update
Chart of Accounts

Import file:

  • Columns: Internal ID, Sync to Precoro
  • Encoding: Unicode (UTF-8)

Import settings:

  • Import type: Accounting
  • Record type: Chart of Accounts
  • Character encoding: Unicode (UTF-8)
  • CSV column delimiter: Semicolon
  • Import options: Update
Locations

Import file:

  • Columns: Internal ID, Sync to Precoro as Item Custom Field, Sync to Precoro as Company Location
  • Encoding: Unicode (UTF-8)

Import settings:

  • Import type: Classification
  • Record type: Location
  • Character encoding: Unicode (UTF-8)
  • CSV column delimiter: Semicolon
  • Import options: Update
Departments

Import file:

  • Columns: Internal ID, Sync to Precoro as DCF (2), Sync to Precoro as ICF (2)
  • Encoding: Unicode (UTF-8)

Import settings:

  • Import type: Classification
  • Record type: Department
  • Character encoding: Unicode (UTF-8)
  • CSV column delimiter: Semicolon
  • Import options: Update
Classes

Import file:

  • Columns: Internal ID, Sync to Precoro as DCF, Sync to Precoro as ICF
  • Encoding: Unicode (UTF-8)

Import settings:

  • Import type: Classification
  • Record type: Class
  • Character encoding: Unicode (UTF-8)
  • CSV column delimiter: Semicolon
  • Import options: Update

Items

(different item types will be in different separate imports)

Import file:

  • Columns: Internal ID, Sync to Precoro
  • Encoding: Unicode (UTF-8)

Import settings:

  • Import type: Items
  • Record type: Non-inventory Item for Purchase
  • Character encoding: Unicode (UTF-8)
  • CSV column delimiter: Semicolon
  • Import options: Update

💡 Please note: You can import Customers and Projects either together or separately, depending on how they’re structured in NetSuite. If they belong to different NetSuite lists, you can still use the same Precoro file, as their internal IDs are unique and won’t overlap.

Customers/Projects

Import file:

  • Columns: Internal ID, Sync to Precoro
  • Encoding: Unicode (UTF-8)

Import settings:

  • Import type: Relationships
  • Record type: Customers Only or Projects
  • Character encoding: Unicode (UTF-8)
  • CSV column delimiter: Semicolon
  • Import options: Update