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NetSuite Integration Overview

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 in NetSuite rejects the expense report in Mavenlink
  • 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.

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