The Power of SuiteProjects Pro and NetSuite
In our latest Power Up Series video, we explore how SuiteProjects Pro and NetSuite work together to give both your finance and professional services teams exactly what they need without making either side compromise.
Here are the highlights:
- Data stays in sync across both systems — clients, users, projects, and transactions all kept consistent, with no mismatched records between platforms
- You control the flow — choose which data originates in SuiteProjects Pro vs. NetSuite, and configure whether syncs run in real time or on a scheduled batch basis
- No coding required — the built-in connector lets you self-serve your data mappings and workflows through a straightforward interface
- Finance never has to leave NetSuite — single sign-on gives your finance team full access to SuiteProjects Pro data from directly within NetSuite
Whether your projects originate in SPP or flow in from a NetSuite sales order, this integration is designed to flex around your organization's workflow rather than the other way around.
Have not had a chance to watch the video yet? You can watch it here.
Frequently Asked Questions
Where is the standard integration between SPP & NS set up?
While there are bundles needed to be installed in NS, The actual configuration is done in SPP.
How often can the integration run on a schedule?
At the most, it can run every hour every day.
What are the options for realtime integrations of SPP records to NS?
Projects, invoices, and expense reports can be set to real time integration based on either save or approval
Is there a way to look at historical integration runs to see what data was processed or if there are any errors?
Yes, Within the NetSuite Connector module, under status, you can access logs for previous integration runs.
If my job requires me to primarily work in NS, can I access SPP without leaving NS?
Yes, there is a single sign on option that allow full access to SPP from within NS.
