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How to Sync Locations with NetSuite SuiteApp

Learn how the integration of locations in NetSuite works with the Precoro SuiteApp.

TABLE OF CONTENTS

How to Export Locations from NetSuite

Overview and Requirements

You can find the list of your locations in NetSuite in the Setup → Company → Locations section.

Precoro offers two integration options for locations, depending on their level in NetSuite documents:

  • Company Locations: This integration is mandatory if you have locations at the document level in NetSuite.
  • Custom Fields for Items: This integration is mandatory if you have locations 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 location 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 locations in several ways: 

Option 1: Mass Export

To export locations in bulk:

  1. In NetSuite, navigate to Precoro → Configuration → Integrations. Step 1-2
  2. In the Export Lists tab, click Export next to Locations. Locations
  3. In the Export as section, choose how locations should be exported to Precoro: as Company Locations, Item Custom Fields, or both. By default, checkboxes will be pre-selected if the SuiteApp detects that locations are mandatory at the relevant level for the integrated documents.
  4. Only locations available for integrated subsidiaries will appear on the Locations Export page. Select the locations 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 locations will appear in Precoro within 15 seconds. 
  6. Repeat the process for other pages if necessary.Export-1

 

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

Option 2: Single Record Export

To export a specific location: 

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

Option 3: Enable Sync by Default

To enable automatic syncing for all newly created locations:

  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 Locations as Company Locations or Locations 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 location. In this case, the location will not be synced with Precoro.

    How the Updates Work

    Updates to integrated locations 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 location.

    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

    If you import Locations to Precoro as Company Locations: 

    Company

    If you import Locations to Precoro as Item Custom Fields:

    		 CFI

    Character Limits for Location Fields in NetSuite

    NetSuite enforces the following character limits:

    • Name: 60 characters
    • Address: 60 characters

    FAQs

    What happens if a location in NetSuite has a child location? Will it be integrated into Precoro?

    Yes, it will be. Here's how:

    • If you integrate the location as a Company Location in Precoro, the child location will be integrated into a separate, independent location.
    • If you integrate the location as an Item Custom Field, the hierarchy will be preserved and reflected in Precoro.

    Can I rename the integrated location?

    If you make any changes to the locations in NetSuite, they will be automatically reflected in Precoro.

    In Precoro, you can rename the locations integrated as Company Locations, but the changes won't sync with NetSuite. Names of the locations integrated as Item Custom Fields cannot be changed in Precoro.

    Can I add a new location?

    If locations are integrated as Company Locations, you can add a new location in Precoro, but it will not be created in NetSuite.

    If locations are integrated as Item Custom Fields, they cannot be edited.

    In NetSuite, you can enable the "Sync to Precoro" checkboxes by editing the required location.

    How do I deactivate a location?

    If a location is integrated as a Company Location, you can deactivate it in Precoro, but this change will not be reflected in NetSuite. You will still need to manually deactivate it in NetSuite using the "Edit" button.

    A location integrated as an Item Custom Field cannot be deactivated in Precoro.

    The location will be automatically deactivated in Precoro, whether it's integrated as a Company Location or an Item Custom Field if you deactivate it in NetSuite.