Target Tab
- Create an integration
- Click on the Target tab
- Target – Select NetSuite
- Destination – Select a NetSuite connection
- Role Types – Select the Role Type(s) to be used for the destination
- Include linked Role Types – Mark this checkbox to include any linked Role Types associated with the selected Role Type. The linked Role Types will be added to the Target Lines
- Include Actions – Mark this checkbox if a transformation should be applied to the record. The Transformations will be added to the Target Lines.
- Save Output to File – Mark this checkbox if the Role Type data should be sent to a file that can then be downloaded.
- Save Transform Output to File – Mark this checkbox if the Transformation data should be sent to a file that can then be downloaded.
- Target Lines – Displays the lines that will be available to be mapped on the Integration tab
- Use the Arrows or edit the Sequence number to change the order of target lines
Duplicate linked Role Type
There may be times it will be required to integrate a single data source column into multiple destination lines. For example, a single source transaction that needs to create multiple destinations journal lines. We can do this by duplicating the linked role type.
- Click the Duplicate linked Role Type button
- Click the copy icon next to the linked role type to duplicate
- Edit the name of the duplicate linked role type
- Click OK
Integration Tab
- Click on the Integration tab
- Target Lines – From the dropdown list select the lines that will be mapped
- For Delete – Not available for this destination
- Update Existing – When this checkbox is marked, records that already exist will be updated with any changes
- Update Blank Data – When this checkbox is marked, blank source data will overwrite existing data on mapped fields
- Source Grouping tab – Select which source(s) to group by and the function for the source
- Target Integration tab – This is where the Source data is mapped to the Target data
- Additional Columns tab – NOTE: there will be a separate section for each type of Additional Column
- Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process
