ANS-1485 · WEB SERVICES & INTEGRATIONS

How to Configure Advanced Integration Filters for NetSuite SuiteProjects Pro

Learn to define custom field filters for seamless data synchronization between NetSuite and NetSuite SuiteProjects Pro using advanced mapping syntax.

Short answer

To filter data between NetSuite and NetSuite SuiteProjects Pro based on a custom field, declare the field using NS_FIELDS and NS_CUSTOM_FIELDS in your integration mapping. Then, define the filter condition within a FILTER <<END ... END block, specifying the custom field's internal ID and the desired value, such as 'Approved '.

Scenario

Organizations often require precise control over data synchronization between NetSuite and NetSuite SuiteProjects Pro. A common scenario involves filtering records based on the value of a custom field, such as custentity_gs_projectapproval, to ensure only specific data, like 'Approved ' projects, is transferred. This necessitates configuring an advanced integration filter within the mapping.

Solution

To implement an advanced integration filter between NetSuite and NetSuite SuiteProjects Pro based on a custom field, follow these steps:

  1. Identify the internal ID of the custom field to be used for filtering. In this example, the custom entity field is custentity_gs_projectapproval.

  2. Within the integration mapping, declare the custom field using both NS_FIELDS and NS_CUSTOM_FIELDS. While NS_FIELDS and NS_CUSTOM_FIELDS are often used in advanced mapping contexts, their explicit declaration may not be required for all custom import workflows. For out-of-the-box NetSuite fields, NS_CUSTOM_FIELDS would not be necessary.

  3. Define the filter condition using the FILTER <<END ... END block. While NetSuite now offers a filter builder to simplify filter creation, this explicit syntax remains a valid method for advanced filtering requirements.The following syntax demonstrates how to filter for records where custentity_gs_projectapproval is 'Approved ':

NS_FIELDS custentity_gs_projectapprovalNS_CUSTOM_FIELDS custentity_gs_projectapprovalFILTER <<END(custentity_gs_projectapproval = 'Approved ')END

This configuration ensures that only records meeting the specified approval status are synchronized between NetSuite and NetSuite SuiteProjects Pro.

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