Project Tasks
Overview
📥 Direction: NetSuite → Zudello
🔄 Sync Type: Incremental sync
⏱️ Frequency: Based on lastModifiedDate
Project task data flows from NetSuite to Zudello to provide detailed task-level tracking within projects. This integration maintains the relationship between tasks and their parent projects while supporting task hierarchies and resource assignments.
Key Benefits
✅ Task Hierarchy - Support for parent-child task relationships
✅ Project Association - Direct linking to parent project records
✅ Resource Tracking - Maintain task assignments and ownership
✅ Progress Monitoring - Track task completion and status
Field Mappings
| Zudello Field | NetSuite Field | Data Type | Notes |
|---|---|---|---|
| code | title | String | Task identifier/title |
| name | title | String | Task description |
| project | project | Relation | Reference to parent project |
| parent_task | parent | Relation | Reference to parent task |
| status | isInactive | String | true = INACTIVE, false = ACTIVE |
| planned_hours | estimatedWork | Decimal | Estimated hours for task |
| percent_complete | percentComplete | Decimal | Completion percentage (0-100) |
API Configuration
SuiteQL Configuration
- Query Type: Project Task records
- Join Tables: Projects for validation
- Date Filter: lastModifiedDate for incremental sync
- Order By: lastModifiedDate ASC
Query Optimization
- Indexed fields for performance
- Selective field retrieval
- Batch processing for large datasets
Sync Configuration
Prerequisites
- Projects must be synchronized first
- Task hierarchy requires ordered processing
- Parent tasks before child tasks
Processing Order
- Root-level tasks (no parent)
- Child tasks by hierarchy level
- Update existing task relationships
- Validate project associations
Processing Logic
Status Mapping
- Active Tasks:
isInactive = false→ Status = "ACTIVE" - Inactive Tasks:
isInactive = true→ Status = "INACTIVE" - Completed Tasks: May remain active based on configuration
Hierarchy Processing
- Tasks processed in dependency order
- Parent task must exist before children
- Circular dependencies detected and logged
- Orphaned tasks handled per configuration
Data Validation
- Project existence verified before task creation
- Percent complete capped at 0-100 range
- Planned hours validated as positive numbers
- Required fields checked before processing
Special Features
Task Dependencies
- Predecessor/successor relationships maintained
- Critical path calculations preserved
- Dependency violations logged for review
Resource Assignments
- Task owner information synchronized
- Resource allocation percentages tracked
- Team member assignments preserved
Progress Tracking
- Percent complete synchronized in real-time
- Actual vs planned hours comparison
- Milestone status updates
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Tasks missing | Project not synchronized | Ensure project sync completes first |
| Hierarchy broken | Parent task missing | Check parent task exists in both systems |
| Invalid percentages | Data exceeds 100% | Review percent complete calculations |
| Resource conflicts | User not synchronized | Verify resource records exist |
| Performance issues | Large task volumes | Implement batch size limits |
Related Documentation
- Projects - Parent project synchronization
- Resources - User and resource management
- Time Tracking - Actual hours recording
- NetSuite Overview - General integration guidelines