INTEGRATION AND SCRIPTING

Make NetSuite The Core — And Everything Else Work As One.

Your PSO doesn't run on one system. It runs on a stack - CRM, accounting, HR, project tools, BI. Top Step connects them to NetSuite and SuiteProjects Pro, and extends what those platforms do natively with custom scripts. The result is one cohesive system, with far fewer limits than you'd expect.

CONNECT YOUR ECOSYSTEM - EXTEND THE PLATFORM • THE CONNECTED PSO

Let's See What's Possible

WHY IT MATTERS

Most partners stop at NetSuite. Your business doesn't.

Getting NetSuite and SuiteProjects Pro live is table stakes. The real value is in what happens next connecting the other systems your teams live in, and automating the work the platforms can't handle on their own. That's how a stack of tools becomes a connected PSO. It's also what makes Top Step a true one-stop partner: one team that knows your core and everything you're connecting it to.

THE CONNECTED PSO

NetSuite at the core. Everything else, connected.

Data flows automatically between the systems that run your business with no re-keying, no silos, no month-end reconciliation marathons. And where the platforms reach their limits, we script past them.

TWO WAYS WE EXTEND YOUR SYSTEM

Connect it. Or build it.

Integration and scripting are two sides of the same capability making your NetSuite ecosystem do exactly what your business needs.

Integration

Connect NetSuite and SuiteProjects Pro to the systems around them, so information moves on its own.

CRM to project to invoice, without re-entry
Time, expense, and billing flowing to your financials
HR, BI, and communication tools tied in

Scripting

Extend what the platforms do natively — custom automations for specific tasks the standard product is not designed to do.

Automate manual, repetitive, error-prone steps
Enforce process and compliance automatically
Add fields, calculations, and logic unique to you

THE BREADTH

If your business runs on it,
we can connect it or build it.

These are examples, not limits. Almost any system with an API can be connected, and almost any repetitive process can be scripted.

Integrations

A sample of the systems we connect to NetSuite & SuiteProjects Pro

FINANCIALS & ACCOUNTING

NetSuite Financials
QuickBooks Online
NetSuite Expenses

CRM

Salesforce
HubSpot

PROJECT AND TASK MANAGEMENT

Jira
Smartsheet
monday.com
Google Sheets

HR & PAYROLL

Workday
BambooHR
Sympa HR

BI & COMMUNICATION

Power BI
Slack
Outlook
Google Workspace

Scripts

A sample of what we automate inside SuiteProjects Pro & NetSuite

PROJECT MANAGEMENT

Stage Automation
Budget & Milestone Updates
Threshold Alerts

RESOURCE MANAGEMENT

Bookings from Tasks/Templates

Availability & Utilization

TIME & EXPENSE

Timesheet Compliance
Auto-Reject Over-Booking
Holiday Hours

FINANCIAL MANAGEMENT

PO on Invoices
Charge Rollup
Revenue Recognition Sync
Payment Reminders

ADMINISTRATION

Audit Logs
Data Recovery
Entity Tagging

Explore Integration Examples

Explore Script Examples

These are examples, not limits. Almost any system with an API can be connected, and almost any repetitive process can be scripted.

HOW IT WORKS

Endless possibilities, delivered with discipline.

Breadth only helps if the work is reliable. Every integration and script follows a proven path scoped to a clear requirement, built and tested in a sandbox, validated by you, then deployed with documentation and support.

Scope & Design

We define the requirement and design the data flow or automation, in plain terms.

Build & Test

Built and tested in your sandbox against real scenarios before anything touches production.

Validate

You run acceptance testing; we fix and refine until it's right.

Deploy & Support

Go-live with documentation and post-launch support, and we're here when needs change.

Why Top Step

READY WHEN YOU ARE

Have a system to connect or a process to automate?

Tell us what you're trying to do. We'll tell you what's possible, what it takes, and where it can go next - from a single script to a fully connected PSO.