Overview
Seamlessly link NetSuite’s best-in-class ERP with Mavenlink’s comprehensive project management resource planning solution to unify project delivery from kickoff to cash collection. This integration connects Mavenlink and NetSuite to automate project creation, send time and expense data and eliminate the need for double entry.
Benefits
Information can now be entered in only one system, and propagated to the counterpart system. Save time and improve efficiency by eliminating the need to create projects in both Mavenlink and NetSuite, or log time in two places.
Functional Capabilities
The NetSuite integration includes the following capabilities:
Projects:
- Projects are pushed from NetSuite to Mavenlink or vice versa
- Updates to project information can be synchronized with NetSuite
Tasks:
- Tasks within a project are pushed to NetSuite along with estimated time to track project % complete
- Updates to tasks in Mavenlink can be synchronized with NetSuite
Project Resources:
- Project Participants in Mavenlink are pushed to NetSuite as Project Resources or vice versa
Task Assignments
- Task assignees in Mavenlink are pushed to NetSuite as Project Task Assignees
Time Entries:
- Approved time sheets in Mavenlink are pushed to NetSuite as Time Bills including rate and service item
Expenses:
- Approved expenses in Mavenlink are pushed to NetSuite
- Rejection of previously approved expense reports rejects the expense report from NetSuite
- NetSuite expense categories can be added to Mavenlink so everyone is using your ledger categories
Invoices:
- Fully paid invoices will have the amount synchronized to their Mavenlink project for the purposes of tracking paid vs. unpaid budget.
Users:
- New users created in NetSuite that are flagged as Mavenlink users, are automatically created in Mavenlink
Configuration Options
Mappings
- Map Mavenlink users to NetSuite users
- Map Mavenlink project statuses to NetSuite statuses
- Map NetSuite subsidiaries
- Map Mavenlink Roles to NetSuite Service Items
- Custom field in Mavenlink to store Subsidiary, Customer, NS Project ID, Expense Class
Scenario Options
- Select the frequency and schedule of the integration sync.
- Select which status a project/job must have in order to be included in the integration.
Field Mappings
Projects
| Mavenlink Field | Direction | NetSuite Field |
| Title | <-- | Name |
| Description | <-- | Description |
| Start Date | <-- | Start Date |
| Due Date | <-- | End Date |
| Status | <-- | Entity Status |
| Currency | <-- | Currency |
| Custom Field | <-- | Customer |
| Custom Field | <-- | Subsidiary |
| Custom Field | <-- | NS Project ID |
| Project ID | --> | Custom Field |
Tasks
| Mavenlink Field | Direction | NetSuite Field |
| Title | --> | Title |
| Description | --> | Message |
| Task Type | --> | Is Milestone? |
| Status | --> | Status |
| Start Date | --> | Start Date |
| Due Date | --> | Finished by Date |
| Billable | --> | Non-Billable Task? |
| Assignees | --> |
Project Task Assignee List |
| Time Estimated in Minutes | --> |
Estimated Work |
Time Entry
| Mavenlink Field | Direction | NetSuite Field |
| Date Performed | --> | Transaction Date |
| Time | --> | Hours |
| Notes | --> | Memo |
| Project | --> | Customer Job |
Expenses
| Mavenlink Field | Direction | NetSuite Field |
| Date | --> | Date Performed |
| Notes | --> | Memo |
| Billable | --> | Is Billable |
| Amount | --> | Amount |
Availability and Access
The NetSuite integration is available to Mavenlink Premier accounts. NetSuite API access is also required, in addition to the SuiteTalk Plus license mentioned above.
Configuration takes place through Mavenlink Integrations, our integrations platform and web UI. Setup can be arranged through the Account Manager in coordination with a Solutions Engineer.
