How to Migrate NetSuite Integration from Legacy to SuiteApp

TABLE OF CONTENTS

• Step 1: Contact the Customer Success Team
• Step 2: Rename the Integration Records
• Step 3: Set Up the NetSuite SuiteApp Integration
• Step 4: Configure Global Settings in NetSuite
• Step 5: Set Preferred Transaction Form in NetSuite
• Step 6: Grant Access to Custom Segments (If Used)
• Step 7: Import Required Lists via CSV

Step 1: Contact the Customer Success Team

Before switching from Legacy to SuiteApp, make sure you gather and share the following configuration and list details with your Customer Success Manager:

1. Confirm the status (enabled/disabled) of the following options in your current Precoro setup:
   • Use Item Vendor Code as SKU;
   • Enable Vendor Contact Mapping.
2. Decide which NetSuite lists should be integrated with Precoro and shared through the SuiteApp. For each list, provide:
   
   • 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?
   • Subsidiary coverage: Does this list apply globally, or is it different per subsidiary?
     
     

Here is the full list of supported objects:

Once you share the required list and configuration details with your CSM, our Product Team will prepare the mapping files based on your inputs and send them back to you.

Step 2: 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.
   
   
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.
   
   

 To rename the existing Precoro Integration Role:

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

Step 3: Set Up the NetSuite SuiteApp Integration

Follow the steps below:

1. Install Precoro SuiteApp in NetSuite.
2. Retrieve integration credentials.
3. Connect Precoro with NetSuite.
4. Finalize the integration.

Step 4: 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.
   
   
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.
   
   

Step 5: 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 6: Grant Access to Custom Segments (If Used)

If you plan to integrate Custom Segments, make sure that access to each relevant segment is granted to the new Precoro Integration Role in NetSuite.

Step 7: Import Required Lists via CSV

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

To import the lists:

1. Go to  Setup → Import/Export → Import CSV Records.
   
   
2. 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.