NetSuite SuiteApp

In this guide

• Setting up the integration
• Installing the Workiro SuiteApp
• The Workiro Dashboard Portlet
• Customer, Vendor and Partner records
• Project records
• Transaction records
• NetSuite Celigo Integration

Setting up the integration

Setting up the integration is simple and involves just three steps:

1. Configure connection relationship types in your Workiro team account.
2. Configure a project property in your Workiro team account.
3. Install the Workiro SuiteApp in your NetSuite instance.

Configure connection relationship types

In order to create and link to Workiro connections from NetSuite, you must first configure specific relationship types in Workiro.

See Connection relationship types and properties for further information on how to create relationship types, then add the following types to your Workiro team account:

• Customer
• Vendor
• Partner

You will need to add a property to each of the above relationship types called NetSuite_ID, as shown below.

Once you have completed the above relationship type configuration in Workiro, you can move on to installing the Workiro SuiteApp.

Configure a project property

See project properties for further information on how to configure project properties in your account. You will need to add a project property called NetSuite_ID.

Once you have completed the above configuration in Workiro, you can move on to installing the Workiro SuiteApp.

Installing the Workiro SuiteApp

We're currently limiting access to the Workiro SuiteApp in the NetSuite Marketplace.

If you would like to be granted access to the Workiro SuiteApp, please contact us with your NetSuite Account ID.  Your NetSuite Administrator can retrieve your Account ID within NetSuite via Setup -> Company -> Company Information.

• Open SuiteApps in your NetSuite instance and search for the Workiro SuiteApp listing.
• Open the listing and click View SuiteApp.
• Click Install.

That's it, you're ready to go!

The Workiro Dashboard Portlet

The Workiro SuiteApp supports the addition of a dashboard portlet. The portlet provides direct access to your Workiro 'assigned to me' list in NetSuite from where you can easily manage your tasks, notes and signature threads. 

To install the portlet choose the 'Personalize' option on the NetSuite dashboard, navigate to 'SuiteApps' and drag the Workiro portlet into the desired position.

Manage your 'Assigned to me' list from the NetSuite dashboard

Customer, Vendor and Partner records

Workiro can be integrated with NetSuite to provide a seamless transition from certain NetSuite relationship records to related Workiro connections - providing quick contextual access to the power of Workiro communication, productivity and document features, with just a single click.

The Workiro SuiteApp provides an Open in Workiro button on all Customer (including lead/prospect), Vendor and Partner records. 

The Open in Workiro button will launch Workiro, and do one of two things:

• If a Workiro connection does not already exist for the current NetSuite record, Workiro will create a new Workiro connection (subject to user confirmation).
• If a Workiro connection already exists for the current NetSuite record, it will be opened.

For added convenience the SuiteApp also provides Workiro Subtab on the NetSuite record. The subtab opens the Workiro connection directly within the NetSuite record (prompting for creation of the new connection if it doesn't already exist). 

Project records

In a similar manner to the integration with connections, an Open in Workiro button is available on the project record and does the following:

• If a Workiro project does not already exist for the current NetSuite record, Workiro will create a new one (subject to user confirmation).
  • The project will automatically be 'related to' a connection in Workiro, which if it does not already exist will be created using the appropriate NetSuite customer record.
• If a Workiro project already exists for the current NetSuite record, it will be opened.

Again, for added convenience the SuiteApp also provides Workiro Subtab on the NetSuite project record.

Transaction records

The Workiro SuiteApp provides a Send via Workiro button on applicableNetSuite transaction records. The button will launch Workiro and create a task, or signature thread (if the transaction is a quote) with the transaction details attached as a PDF document, and the related connection populated.

The thread title and document name are pre-populated in Workiro

The SuiteApp also provides Workiro Subtab on the transaction record. The subtab opens the Workiro connection, relating to the transaction, directly within the NetSuite record (prompting for creation of the new connection if it doesn't already exist). 

The following transaction types are supported by the integration. 

NetSuite Celigo Integration

In addition to the Workiro SuiteApp for NetSuite, we have partnered with Celigo to provide a Workiro - NetSuite Integration App on their integrator.io platform. Supported transaction types are listed above.

Have your say

We have lots of great plans for the NetSuite integration, and would love to hear what you'd like to see next.  Please let us know via the Feedback and Roadmap areas in the Workiro app.