{"id":3131,"date":"2017-08-21T14:51:02","date_gmt":"2017-08-21T14:51:02","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/how-to-source-customer-data-to-a-project-record-in-netsuite-2\/"},"modified":"2026-07-28T18:25:30","modified_gmt":"2026-07-28T18:25:30","slug":"comment-importer-des-donnees-clients-dans-une-fiche-de-projet-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-importer-des-donnees-clients-dans-une-fiche-de-projet-dans-netsuite\/","title":{"rendered":"Comment importer des donn\u00e9es clients dans une fiche de projet dans NetSuite ?"},"content":{"rendered":"","protected":false},"template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","ga_subtitle":"D\u00e9couvrez comment r\u00e9cup\u00e9rer des informations sp\u00e9cifiques sur les clients, telles que leurs num\u00e9ros de t\u00e9l\u00e9phone, et les afficher directement dans les fiches de projet associ\u00e9es \u00e0 l\u2019aide d\u2019une formule simple.","ga_short_answer":"Pour transf\u00e9rer des donn\u00e9es d\u2019une fiche client vers une fiche projet dans NetSuite, utilisez la fiche parent associ\u00e9e. \u00c0 des fins de validation et de valeur par d\u00e9faut, appliquez la formule {parent.phone} pour r\u00e9cup\u00e9rer le num\u00e9ro de t\u00e9l\u00e9phone du client. Cette m\u00e9thode garantit que les informations pertinentes relatives au client sont directement accessibles dans les fiches projet.","ga_scenario":"Les utilisateurs ont souvent besoin d\u2019afficher des informations sp\u00e9cifiques issues d\u2019une fiche client directement sur une fiche de projet associ\u00e9e. Ce besoin se fait sentir lorsque les \u00e9quipes de projet doivent acc\u00e9der rapidement aux coordonn\u00e9es du client, par exemple, sans avoir \u00e0 quitter la fiche de projet elle-m\u00eame.","ga_solution":"Pour extraire des donn\u00e9es d\u2019une fiche client vers une fiche de projet, identifiez la fiche associ\u00e9e au client dans le projet. Dans NetSuite, la fiche client associ\u00e9e \u00e0 un projet est appel\u00e9e \u00ab parent \u00bb. Lors de la configuration de la validation ou des valeurs par d\u00e9faut des champs de la fiche de projet, la formule suivante peut \u00eatre utilis\u00e9e pour r\u00e9cup\u00e9rer des donn\u00e9es sp\u00e9cifiques au client, telles que son num\u00e9ro de t\u00e9l\u00e9phone :\n```\n{parent.phone}\n```\n. Cette formule garantit que le num\u00e9ro de t\u00e9l\u00e9phone issu de la fiche client associ\u00e9e est automatiquement renseign\u00e9 ou valid\u00e9 dans la fiche de projet.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T10:51:02-04:00","ga_date_verified":"2026-07-05","ga_source_subject":"Sourcing data from customer record to project record","ga_ans_id":"ANS-1392","ga_publish_decision":"publish","ga_staleness_risk":"high","ga_review_priority":"verify_soon","ga_tier2_verdict":"still_accurate","ga_tier2_concerns":"","ga_final_category":"Custom Fields, Records & Forms","footnotes":""},"ga_category":[97,22,97],"ga_audience":[89],"ga_difficulty":[93],"class_list":["post-3131","qa_entry","type-qa_entry","status-publish","hentry","ga_category-champs-personnalises-enregistrements-et-formulaires","ga_category-custom-fields-records-forms","ga_audience-administrateur-netsuite","ga_difficulty-debutant"],"taxonomy_info":{"ga_category":[{"value":97,"label":"Champs personnalis\u00e9s, enregistrements et formulaires"},{"value":22,"label":"Custom Fields, Records & Forms"},{"value":97,"label":"Champs personnalis\u00e9s, enregistrements et formulaires"}],"ga_audience":[{"value":89,"label":"Administrateur NetSuite"}],"ga_difficulty":[{"value":93,"label":"D\u00e9butant"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry"}],"about":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/types\/qa_entry"}],"version-history":[{"count":1,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3131\/revisions"}],"predecessor-version":[{"id":5051,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3131\/revisions\/5051"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3131"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3131"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3131"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}