ID Mapping In the NetSuite-JIRA Connector Projects Using a Custom DIY Flow – Celigo Help Center

Important Note: In order to create a flow, you will use integrator.io. If you do not have a subscription to integrator.io, you may request a 30-day free trial by logging into your integrator.io account, going to My Account https://integrator.io/my-account, and clicking 'Start Free Trial'. You will only have 30 days to complete the steps below and then the trial will expire.

All pre-existing Project records in NetSuite and JIRA must be cross-referenced before enabling the Connector in Production to avoid the risk of duplicate records being created. All updates made on pre-existing records in NetSuite are synced over to the appropriate Projects in JIRA.

For the NetSuite Project to JIRA Project, which is a one direction flow, we start by creating a one-time Custom DIY Flow within the integrator.io account. The only purpose of this custom flow is to update the JIRA ID values against NetSuite Project records.

Start with Creating an Integration, followed by Create Flow.

Establish a JIRA Connection or use an existing one.
Set Relative URI to /rest/api/2/project
Set HTTP Method to GET
Set Export Type to ALL
Click Next when complete.

On the import section, set up the NetSuite Connection, if needed, or use an existing Connection. Set Record Type to Project, Operation to Update and be sure to check the 'Ignore Missing Records' option. The lookup criteria can be defined as shown in the screenshot below:

The Lookup criteria is used to find a match between JIRA Projects and NetSuite Projects. You can choose and use Lookup criteria that best suits the data in NetSuite and JIRA. In the above example, we have assumed that all Projects in NetSuite and JIRA have the same name. The idea here is to find a field or common ground that has the identical and unique value between the two systems, and use them to populate the ID information on NetSuite records.

Click Next to continue.

Click Launch Mapper and set the field mapping (below). This field mapping indicates the 'ID' value from JIRA Project will be written to the 'JIRA Project ID' field on the NetSuite Project record.

Click Save & Close on the Field Mapper, then Next to continue.

Set the Name as desired and Save the flow.

This is a batch flow with the ability to UPDATE the JIRA Project ID field on the NetSuite record. Be sure to click the play button against the flow to execute. The status of the flow can be tracked on the Dashboard.

Note: A similar custom flow can be created (for one-time use only) to map the IDs between Employee records in NetSuite and Users in JIRA. The record type in this case should be Employee, the Lookup criteria would be Email and Mappings should be name (in JIRA) mapped to JIRA User Key (on NetSuite Employee record).

Related articles