Requirements
Integrations Platform: M-Bridge
Subscription Plan: Enterprise
User Permissions: Account Administrator (configurable)
This feature lets you extend your NetSuite integration to share additional business-critical information between NetSuite and Kantata OX.
Additional Fields can sync to or from Kantata OX standard or custom fields to NetSuite standard or custom fields for certain scenarios.
You can configure them in the Additional Fields section of the following NetSuite scenarios:
Kantata OX | Direction | NetSuite |
---|---|---|
Projects | ← | NetSuite Job |
Users | ← | NetSuite Employees |
Expenses | → | NetSuite Expense Reports |
Tasks | → | NetSuite Project Tasks |
Invoices | → | NetSuite Invoices |
Additional Field Mapping Best Practices
There are several things to keep in mind when setting up additional field syncing:
- NetSuite fields are represented by Field ID, which can be found by clicking on the field name if you have Show Internal IDs enabled under Set Preferences in NetSuite.
- You must map fields of a compatible type:
- Kantata OX date fields map to NetSuite date fields.
- Kantata OX number fields map to NetSuite Integer Number fields.
- Kantata OX text fields map to NetSuite Free-Form Text or Text Area fields.
- Kantata OX currency fields map to NetSuite currency or decimal number fields.
- Kantata OX choice fields map to NetSuite List/Record fields. The values must match exactly.
- Kantata OX multi-choice fields map to NetSuite Multiple Select fields. The values must match exactly.
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