SuiteProjects Pro ↔ Jira
Improve data consistency and expand automation by connecting your SuiteProjects Pro system with Jira. Integrating Jira with SuiteProjects Pro allows your developers to enter time in Jira, be able to analyze project time, and potentially bill that time in SuiteProjects Pro . This will let developers work in one system without having to enter time in multiple systems, thus increasing accuracy. Integrations require an understanding of more than simple field mapping and data rules. With over a decade of experience, Top Step will ensure your integrations consider business process workflows, end-user behavior, timing and dependencies, and best practices that should be applied when integrating your SuiteProjects Pro system to Jira as well as other critical operational systems in the business.
SuiteProjects Pro Jira Integration Experience:
- Jira Project to SuiteProjects Pro Project
- Jira Epic to SuiteProjects Pro Project/Phase
- Jira Story/Task/Bug to SuiteProjects Pro Tasks
- Jira Associated Worklogs (Time entries) to SuiteProjects Pro Time entries
SuiteProjects Pro ↔ NetSuite Financials
Gain an end-to-end benefit of both systems through integration and remove duplication of effort in data entry.
- Leverage the strength of each System’s intended purpose
- Tight integration provides powerful organizational collaboration
- Accelerate lead-to-cash process
- Greater overall ROI due to efficiencies and automation
- Improve quality and accuracy of data
- Improve speed at which data is available
- Visibility of data across the enterprise
SuiteProjects Pro & NetSuite Financials Integration Experience:
- Push lead, prospect, contact, and customer information to OpenAir
- Use SuiteProjects Pro project templates in NetSuite to pre-populate projects with commonly used tasks, billing rules, loaded costs, revenue recognition rules, auto-bill settings, and project approvers
- Transfer SuiteProjects Pro invoices to NetSuite while project is in progress
- Send revenue % complete data to ARM for revenue calculation
NetSuite Expenses → SuiteProjects Pro Expense Reports
SuiteProjects Pro's out-of-the-box SuiteConnect service allows the synchronization of Expense Reports from SuiteProjects Pro to Netsuite, but it does not allow expense reports originating in NetSuite to transfer to SuiteProjects Pro . This integration is built to solve that specific business problem for clients whose expenses either originate in NetSuite or are integrated into NetSuite from a 3rd-party expense tool (Concur, Expensify, etc.).
NetSuite Expenses & SuiteProjects Pro Integration Experience:
Expense Categories are first synchronized between SuiteProjects Pro and Netsuite, followed by Approved Expense Reports. Fields within the Expense Receipts can be included in the integration with Netsuite.
In addition to this, logic can be used to filter or map the Expense tables to respect Netsuite Classification structure.
SuiteProjects Pro ↔ Quickbooks Online
Using SuiteProjects Pro's API functionality, Top Step has built a quality integration between Quickbooks Online and SuiteProjects Pro . This integration synchronizes your Accounting configuration with SuiteProjects Pro to ensure a more seamless flow of data between the two systems. The Quickbooks Online integration reduces intervening with data manually while improving data integrity for the organization. This integration is a cost-effective and reliable alternative to 3rd party integrator solutions.
SuiteProjects Pro & Quickbooks Integration Experience:
This integration can pull a variety of fields and record data from Quickbooks Online to sync with SuiteProjects Pro , such as Chart of Accounts, Departments, Locations, or Service Allocations. In addition, syncing invoices, invoice payments, clients, projects and expense reports are provide a benefit of avoiding manual data entry in either system.
SuiteProjects Pro ↔ SalesForce Sales Cloud
One of the challenges in your project-based organization is getting your sales and services teams on the same page. By integrating the two systems, you create an environment that removes barriers of “your data” and “my data” conflicts that create miscommunication and unreliable reporting.
Top Step understands these challenges and how to set you on a path to improving your sales to services process by integrating between your SuiteProjects Pro and Salesforce.com environments. By automating data flows between systems, you can concentrate on generating revenue and managing profitable projects
SuiteProjects Pro & SalesForce Sales Cloud Integration Experience:
What data is exchanged?
- Seamless movement of Opportunity data from Salesforce.com into SuiteProjects Pro projects
- Sending account information in Salesforce.com to Client information in SuiteProjects Pro
- Converting product lines into budget transactions for order line level detail tracking
- Movement of contact information from Salesforce.com to OpenAir for invoicing
- Movement of selected project and client data points back into salesforce.com
SuiteProjects Pro ↔ SalesForce Service Cloud
This integration was implemented to solve for customer service reps needing to track time in SuiteProjects Pro against cases in Salesforce.com Service Cloud. Each customer had a SuiteProjects Pro customer service project in SuiteProjects Pro and each case assigned in Salesforce.com creates a task and assignment on the CS project. Customer service reps can see and enter time in OpenAir against the project task.
SuiteProjects Pro & SalesForce Service Cloud Integration Experience:
- Salesforce.com Accounts sync with SuiteProjects Pro Customers
- Salesforce Cases sync with SuiteProjects Pro Tasks
- Salesforce Case owners sync to SuiteProjects Pro task assignments Salesforce users sync with SuiteProjects Pro users
SuiteProjects Pro ↔ HubSpot
One of the challenges in your project-based organization is getting your sales and services teams on the same page. By integrating the two systems, you create an environment that removes barriers of “your data” and “my data” conflicts that create miscommunication and unreliable reporting. Top Step understands these challenges and how to set you on a path to improving your sales to services process by integrating between your SuiteProjects Pro and HubSpot environments. By automating data flows between systems, you can concentrate on generating revenue and managing profitable projects.
SuiteProjects Pro & HubSpot Integration Experience:
What data is exchanged?
- Seamless movement of Opportunity data from Hubspot into SuiteProjects Pro projects
- Sending client information in Hubspot to Client information in SuiteProjects Pro
- Converting product lines into budget transactions for order line level detail tracking
- Movement of contact information from Hubspot to SuiteProjects Pro for invoicing
- Movement of selected project and client data points back into Hubspot
SuiteProjects Pro ↔ Slack
Communication tools like Slack have become critical tools for employees to communicate with each other efficiently. Integrating SuiteProjects Pro with Slack allows for customized alerts to be sent seamlessly. Proactively sending notifications of key events from SuiteProjects Pro to Slack ensures your organization is informed and able to take action as needed. This intergation will greatly reduce any dropped handoffs or lost key information by keeping everyone informed.
SuiteProjects Pro & Slack Integration Experience:
Some of the customized notifications Top Step has worked on:
- Approval alerts
- Project stage moves
- Project status changes
- Key date changes
- Budget changes
- Planned/Budget hours updates
- New project creations
Almost any event that occurs in OpenAir can be tracked and notified via Slack, however.
SuiteProjects Pro ↔ Smartsheet
Integrations require an understanding of more than simple field mapping and data rules. With over a decade of experience, Top Step will ensure your integrations consider business process workflows, what system holds the source of truth, end user behavior, timing and dependencies, and best practices that should be applied when integrating your SuiteProjects Pro system to Smartsheets.
SuiteProjects Pro & Smartsheets Integration Experience:
Integrating Smartsheet with SuiteProjects Pro enables:
- Seamless access to all project information even for users who may not be in SuiteProjects Pro
- Visibility within OpenAir into data managed in Smartsheet (and vice versa)
- Ability to manage projects to a greater level of granularity in Smartsheets than what may be needed in SuiteProjects Pro
- Customer collaboration in Smartsheet using SuiteProjects Pro data
SuiteProjects Pro ↔ Outlook
Microsoft Outlook is the market leader for managing company’s emails and calendars. Integrating SuiteProjects Pro to Outlook will allow your PSA to use the email and calendar features to send emails and update calendars.
SuiteProjects Pro & Outlook Integration Experience:
Connecting SuiteProjects Pro to Outlook email server allows for completely customizable email alerts with SuiteProjects Pro content.
- Email timesheet statuses with more details across a group of users
- Emailing customers with key project data on a recurring basis
- Emailing project managers when updates are required on their projects
- Project stage emails with additional details
- Approval emails with additional details.
- Connecting SuiteProjects Pro with Outlook calendar allows schedule events in SuiteProjects Pro to show on employee calendars.
SuiteProjects Pro ↔ G-Suite Communication Tools
Google’s G-Suite Communication Tools provide a solution for small to mid-size companies to manage corporate emails and calendars. Integrating SuiteProjects Pro to these tools (Gmail, Google Calendar, etc.) will allow your organization to use your PSA to more effectively communicate through notifications and audit reporting, as well as provide a common platform for all of your teams’ scheduled tasks, meetings, and other activities.
SuiteProjects Pro & G-Suite Integration Experience:
Connecting SuiteProjects Pro to Google email allows for completely customizable email alerts with SuiteProjects Pro content.
- Email timesheet statuses with more details across a group of users.
- Emailing customers with key project data on a recurring basis.
- Emailing project managers when updates are required on their projects
- Project stage emails with additional details
- Approval emails with additional details.
- Connecting SuiteProjects Pro with Google calendar allows schedule events in SuiteProjects Pro to show on employee calendars.
SuiteProjects Pro ↔ Google Sheets
Through this integration data stored in Google Sheets pages can be synchronized with SuiteProjects Pro entities automatically on a scheduled basis. This can include project plans, task lists, issue lists, time entries, expenses, schedules, etc. Integrating Google Sheets with SuiteProjects Pro has allowed customers to manage data for one purpose in Google Sheets while managing the same data for a different purpose (and often at a different level) in SuiteProjects Pro. For example, a company might want to build very detailed project plans in Google Sheets but only pull in higher level tasks to use for time entry and billing purposes in SuiteProjects Pro. Another benefit of this integration is that it allows data accessibility via Google Sheets for client and partner users outside of an organization. Typically these users won’t have SuiteProjects Pro licenses or logins, but the data from SuiteProjects Pro can be propagated to Google Sheets for access by these users.
SuiteProjects Pro & G-Suite Integration Experience:
- Google Sheets to SuiteProjects Pro Project work breakdown structure (WBS) including:
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- Project tasks
- Task planned hours
- Task assignments
- Custom fields
- Creation of a milestone phase with child milestones for tracking
- Google Sheets to SuiteProjects Pro Time entries
- Ability for integration to be bi-directional — SuiteProjects Pro passing data into Google Sheets
SuiteProjects Pro ↔ Power Bi
Enhance reporting and analytics by transferring data either directly to Power BI or to a data source that stages data for Power BI to process. Whether pivoting data externally to better manage the details of your organization or populating dashboards to tactically approach big business decisions, integrating with Power BI can improve your business analytics across your professional services.
SuiteProjects Pro & Power Bi Integration Experience:
Power BI can query virtually any table in SuiteProjects Pro, providing up to real-time analytics of your Projects, Revenue, Time and Expense, Resourcing, AR, or customized areas within your system. Articulate data externally in a way that allows analysis without logging into SuiteProjects Pro.
SuiteProjects Pro ↔ Bamboo HR
Keep professional service employees in PSA updated based on data in your HR system by connecting SuiteProjects Pro to Bamboo HR. By integrating these two systems, you create an environment that removes barriers between informational data. This allows you to remove conflicts that create unreliable reporting when employee attributes are changed.
SuiteProjects Pro & Bamboo HR Experience:
Connecting to SuiteProjects Pro allows data to be exchanged with BambooHR.
- Seamless movement of employee data from Bamboo HR into SuiteProjects Pro users
- Sending updated job title information in Bamboo to user information in SuiteProjects Pro
- Integrating time off request data from Bamboo into SuiteProjects Pro for visibility into resource availability
- If cost bands are updated in Bamboo, updating user cost bands in SuiteProjects Pro then having a script update loaded cost tables
- Creating new users in SuiteProjects Pro when new employees are added to Bamboo
SuiteProjects Pro ↔ Workday HR
By connecting SuiteProjects Pro with Workday HR, your project-based organization can be sure service employees in PSA are updated based on data in your HR system. This system integration helps you avoid unreliable reporting when employee attributes are changed.
SuiteProjects Pro & Workday HR Experience:
What data can be exchanged by connecting to SuiteProjects Pro with Workday HR?
- Seamless movement of employee data from Workday HR into SuiteProjects Pro users
- Sending updated job title information in Workday to user information in SuiteProjects Pro
- Integrating time off request data from Workday into SuiteProjects Pro for visibility into resource availability
- If cost bands are updated in Workday, updating user cost bands in SuiteProjects Pro then having a script update loaded cost tables
- Creating new users in SuiteProjects Pro when new employees are added to Workday
- Sending time from SuiteProjects Pro to Workday for payroll processing
SuiteProjects Pro ↔ Sympa HR
Integrating SuiteProjects Pro with Sympa HR will ensure that you avoid unreliable reporting when employee attributes are changed. By automating data flow between these two systems, you're improving employee management processes by keeping service employees updated in PSA.
SuiteProjects Pro & Sympa HR Experience:
The following data can be exchanged by connecting to SuiteProjects Pro with Sympa HR:
- Seamless movement of employee data from Sympa HR into SuiteProjects Pro users
- Sending updated job title information in Sympa to user information in SuiteProjects Pro
- Integrating time off request data from Sympa into SuiteProjects Pro for visibility into resource availability
- If cost bands are updated in Sympa, updating user cost bands in SuiteProjects Pro then having a script update loaded cost tables
- Creating new users in SuiteProjects Pro when new employees are added to Sympa as well as inactivating OA
