Projects

Overview

📥 Direction: NetSuite → Zudello
🔄 Sync Type: Incremental sync
⏱️ Frequency: Based on lastModifiedDate

Project data flows from NetSuite to Zudello to maintain comprehensive project tracking across your organization. This integration uses NetSuite's SOAP API with universal pagination to efficiently synchronize project records, including their relationships to customers and parent projects.

Key Benefits

✅ Hierarchical Project Support - Maintain parent-child project relationships
✅ Customer Association - Link projects directly to customer records
✅ Efficient Synchronization - Universal pagination ensures reliable data transfer
✅ Status Tracking - Monitor project lifecycle with active/inactive status

Field Mappings

Zudello Field	NetSuite Field	Data Type	Notes
code	entityId	String	Project code/identifier
name	companyName	String	Project name
customer	parent	Relation	Reference to customer record
parent_project	parentProject	Relation	Reference to parent project
status	isInactive	String	true = INACTIVE, false = ACTIVE

API Configuration

SOAP API Settings

• Service: NetSuite SOAP API
• Record Type: Project
• Pagination: Universal pagination for reliable data retrieval
• Page Size: Configurable (typically 500-1000 records)

Search Criteria

• Incremental: Uses lastModifiedDate for delta synchronization
• Filters: Can filter by subsidiary or other custom criteria

Sync Configuration

Initial Sync

1. Performs full data extraction on first run
2. Retrieves all active and inactive projects
3. Establishes project hierarchy relationships
4. Links projects to customer records

Incremental Sync

1. Queries projects modified since last sync timestamp
2. Updates existing records or creates new ones
3. Maintains relationship integrity
4. Processes deletions if configured

Processing Logic

Data Transformation

• Status Conversion: NetSuite's isInactive boolean is inverted to Zudello status
  • isInactive = false → Status = "ACTIVE"
  • isInactive = true → Status = "INACTIVE"
• Code Standardization: Project entityId is used as the unique code
• Relationship Handling: Customer and parent project references are preserved

Relationship Management

• Customer Links: Projects are associated with customer records via parent.internalId
• Project Hierarchy: Parent-child relationships maintained through parentProject reference
• Orphan Handling: Projects without customers can be processed based on configuration

Special Features

Universal Pagination

NetSuite's SOAP API universal pagination ensures:

• Consistent data retrieval across large datasets
• Automatic handling of timeout scenarios
• Resume capability for interrupted syncs
• Memory-efficient processing

Multi-Level Hierarchies

• Supports multiple levels of project nesting
• Parent projects must exist before child projects
• Circular references are prevented during processing

Troubleshooting

Issue	Cause	Solution
Projects not syncing	Permissions insufficient	Verify SOAP API role has project read access
Missing customer links	Customer not synchronized	Ensure customer sync runs before projects
Hierarchy errors	Parent project missing	Check parent project exists in both systems
Timeout errors	Large dataset	Reduce page size in configuration
Status mismatch	Boolean logic error	Verify isInactive field mapping

Related Documentation

• Customers - Customer master data for project associations
• Project Tasks - Task-level project detail
• Subsidiaries - Multi-entity project management
• NetSuite Overview - General integration guidelines