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How to Sync Classes with NetSuite SuiteApp

Learn how the integration of classes works with the Precoro SuiteApp.

TABLE OF CONTENTS

How to Export Classes from NetSuite

Overview and Requirements

You can find the list of your classes in NetSuite in the Setup → Company → Classes section.

In Precoro, classes can be integrated based on their role in NetSuite:

  • Document Custom Fields: This integration is mandatory if you have classes at the document level in NetSuite.

  • Item Custom Fields: This integration is mandatory if you have classes at the item level in NetSuite.

Before setting up the integration, please pay attention to the following points:

  • If multiple integrations are configured, records will be exported based on the subsidiary’s availability rule. A class will only be exported to the Precoro company if it is available to the subsidiary with which it is integrated.
  • Every child record must be integrated with its parent record. If you integrate a record without selecting its parent, all related parent records will be integrated automatically. If there are multiple levels, the entire chain of parent records will be included. This ensures that your data in Precoro stays complete and consistent with NetSuite.

You can integrate classes in several ways: 

Option 1: Mass Export

To export classes in bulk:

  1. In NetSuite, navigate to Precoro → Configuration → Integrations. Step 1-3
  2. In the Export Lists tab, click Export next to Classes. Classes
  3. In the Export as section, choose how classes should be exported to Precoro: as Document Custom Fields, Item Custom Fields, or both. By default, checkboxes will be pre-selected if the SuiteApp detects that classes are mandatory at the relevant level for the integrated documents.
  4. Only classes available for integrated subsidiaries will appear on the Classes Export page. Select the classes to export, or click Mark All to select all on the current page. If you switch pages, selections will be reset, so each page must be exported separately.
  5. Click Export. The selected classes will appear in Precoro within 15 seconds.
  6. Repeat the process for other pages if necessary.
    Export-2

💡Please note: The “Sync to Precoro” checkbox will be automatically enabled for all exported records.

Option 2: Single Record Export

To export a specific сlass:

  1. Navigate to Setup → Company → Classes. Single Export-3
  2. Click Edit next to the desired class (or click New Class to create one). Edit-3
  3. Enable the relevant Sync to Precoro checkbox(es) depending on how you want to integrate the class.
  4. Click Save. The class will appear in Precoro within 15 seconds.
    Save-3

Option 3: Enable Sync by Default

To enable automatic syncing for all newly created classes:

  1. Go to NetSuite → Precoro → Configuration → Integrations. 
  2. Navigate to the Global Settings tab.
  3. In the Sync New Records by Default section, check the Classes as Document Custom Fields or Classes as Item Custom Fields box, or select both options.
  4. Click OK to confirm the synchronization.

 

 

💡 Please note: You can manually uncheck the “Sync to Precoro” checkbox when creating a new class. In this case, the class will not be synced with Precoro.

How the Updates Work

Updates to integrated classes from NetSuite to Precoro occur in real time once changes are saved in NetSuite.

For the update to occur, the “Sync to Precoro” checkbox must be enabled for the corresponding class.

Integrated Fields and Their Synchronization Method

The integration uses one-way synchronization. Therefore:

  • Changes in NetSuite are reflected in Precoro
  • Changes in Precoro are not reflected in NetSuite

Class Field in NetSuite

Class Field in Precoro

Name

Name
Synchronization-1

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

Character Limits for Class Fields in NetSuite

NetSuite enforces the following character limits:

Name: 31 characters

FAQs

What if a class has multiple subsidiaries?

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

Can I rename the integrated class?

If you rename the class in NetSuite, changes will be automatically reflected in Precoro.

The class name cannot be updated in Precoro.

How can I add a new class?

You can enable the "Sync to Precoro" checkbox(es) by editing the required class in NetSuite. The class will be automatically added to Precoro once changes are saved.

In Precoro, you cannot edit the integrated custom fields for documents and items.

How do I remove or deactivate a class?

If you remove or deactivate a class in Precoro, it will remain active in NetSuite. If you want to deactivate or remove a class in NetSuite, please do this manually by clicking the "Edit" button. The changes will be reflected in Precoro automatically.