How to Sync Customers and Projects with NetSuite SuiteApp
Learn how the integration of customers and projects works with the Precoro SuiteApp.
TABLE OF CONTENTS
- How to Export Customers and Projects from NetSuite
- How the Updates Work
- Integrated Fields and Their Synchronization Method
- Character Limits for Customers and Projects Fields in NetSuite
- FAQs
How to Export Customers and Projects from NetSuite
Overview and Requirements
You can find your customers/projects lists in NetSuite in the Lists → Relationships → Customers (or Projects) section.
In Precoro, customers and projects can be integrated as Custom Fields for Items where:
- Customers appear as the first-level options.
- Projects appear as second and third-level options.
Precoro tracks projects and customers within one shared list, regardless of whether projects are tracked independently in NetSuite or shared with customers.
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 customer or project 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 your data in Precoro stays complete and consistent with NetSuite.
You can integrate customers and projects in several ways:
Option 1: Mass Export
To export customers and projects in bulk:
- In NetSuite, navigate to Precoro → Configuration → Integrations.
- In the Export Lists tab, click Export next to Customers/Projects.
- Only customers and projects available for integrated subsidiaries will appear on the Customers and Projects Export page. Select the customers and projects 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.
- Click Export. The selected customers and projects with the appropriate field types will appear in Precoro within 15 seconds.
- Repeat the process for other pages if necessary.
💡Please note: The “Sync to Precoro” checkbox will be automatically enabled for all exported records.
Option 2: Single Record Export
To export a specific customer or project:
- Navigate to NetSuite.
- If a customer or project is tracked in a shared list, go to Lists → Relationships → Customers. If it’s tracked independently, go to Lists → Relationships → Projects.
- Click Edit next to the required customer or project or create a new one.
- Enable the Sync to Precoro checkbox.
- Click Save. The customer or project will appear in Precoro within 15 seconds.
Option 3: Enable Sync by Default
To enable automatic syncing for all newly created customers and projects:
- Navigate to Precoro → Configuration → Integrations.
- Go to the Global Settings tab.
- In the Sync New Records by Default section, check the Customers/Projects box.
- Click OK to confirm the synchronization. Now when you create a new customer or project in NetSuite, it will be automatically synced with Precoro.
💡 Please note: You can manually uncheck the “Sync to Precoro” checkbox when creating a new customer or project. In this case, the record will not be synced with Precoro.
How the Updates Work
Updates to integrated customers and projects occur in real time as soon as changes are saved in NetSuite.
For the update to occur, the “Sync to Precoro” checkbox must be enabled for the corresponding customer or project.
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
Customer Field in NetSuite |
Customer Field in Precoro |
Project Field in NetSuite |
Project Field in Precoro |
Company Name |
Name |
Name |
Name |
💡Please note: Precoro does not import/integrate the project number. Please contact your CSM manager if you need to display the project number in Precoro.
Character Limits for Customers and Projects Fields in NetSuite
NetSuite enforces the following character limits:
- Customer's Company Name: 83 characters
- Project's Name: 256 characters
FAQs
Can I rename the integrated customer or project?
Yes, you can rename the integrated customer or project in NetSuite, and the changes will appear in Precoro automatically. The customer or project name cannot be updated through Precoro.
How can I add a new customer or project?
You cannot edit the integrated customers or projects through Precoro. Thus, you should enable the "Sync to Precoro" checkbox in NetSuite when editing the required customer or project or when creating it. Changes will be automatically synced to Precoro.
How do I remove or deactivate a customer or project?
If you remove or deactivate a customer or project in Precoro, it will remain active in NetSuite. If you want to deactivate or remove a customer or project in NetSuite, please do this manually by clicking the "Edit" button. The changes will be reflected in Precoro automatically.