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NetSuite: Integration Overview

By Jennifer Goodsell | Updated

Overview

NetSuite and Kantata OX have seamlessly integrated to provide a unified solution for project delivery—from kickoff to cash collection. This integration helps automate project creation, sync time and expense data, and eliminates the need to enter data in two systems. The integration configuration process occurs via Mavenlink M-Bridge, our current integrations and developer platform.

Access & Availability

To gain access to this integration, an Enterprise plan is required that meets the minimum user license requirement. Interested parties can contact Customer Success or Kantata Support. If troubleshooting assistance is needed, please consult our  NetSuite: Troubleshooting Guide article (access to private Knowledge Base articles is required).

The NetSuite integration is available to Kantata OX Enterprise accounts. NetSuite API access is also required, in addition to the SuiteTalk Plus license.

Benefits

Information can now be entered into only one system and propagated to the counterpart system. Save time and improve efficiency by eliminating the need to create projects in both Kantata OX and NetSuite, or log time in two places.

Functional Capabilities

The NetSuite integration includes the following capabilities:

Projects:

  • Projects are pushed from NetSuite to Kantata OX 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 Kantata OX can be synchronized with NetSuite

Project Resources:

  • Project Participants in Kantata OX are pushed to NetSuite as Project Resources or vice versa

Task Assignments:

  • Task assignees in Kantata OX are pushed to NetSuite as Project Task Assignees

Time Entries:

  • Approved timesheets in Kantata OX are pushed to NetSuite as Time Bills including rate and service item

Expenses:

  • Approved expenses in Kantata OX are pushed to NetSuite
  • Rejection of previously approved expense reports in NetSuite rejects the expense report in Kantata OX
  • NetSuite expense categories can be added to Kantata OX so everyone is using your ledger categories

Invoices:

  • Fully paid invoices will have the amount synchronized to their Kantata OX project for the purposes of tracking paid vs. unpaid budget.

Users:

  • New users created in NetSuite that are flagged as Kantata OX users are automatically created in Kantata OX

Configuration Options

Mappings:

  • Map Kantata OX users to NetSuite users
  • Map Kantata OX project statuses to NetSuite statuses
  • Map NetSuite subsidiaries
  • Map Kantata OX Roles to NetSuite Service Items
  • Custom field in Kantata OX 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 or job must have in order to be included in the integration.

Field Mappings

Projects

Kantata OX Direction NetSuite
Title ←   Name
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

Kantata OX Direction NetSuite
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

Kantata OX Direction NetSuite
Date Performed → Transaction Date
Time → Hours
Notes → Memo
Project → Customer Job

Expenses

Kantata OX Direction NetSuite
Date → Date Performed
Notes → Memo
Billable → Is Billable
Amount → Amount

NetSuite Field Locations

NetSuite Field Location
Charges Transaction > Customer > Create Changes
Customer List > Relationship > Customer
Custom Event Fields Customization > List, Record & Fields > CRM Fields
Employees Lists > Employees > Employees
Expenses Lists > Employees > Employees
File Cabinet Folder ID Documents > Files > File Cabinet
Invoice Custom Fields Customization > Transaction Body Fields
Invoices Transaction > Sales > Create Invoices > [Job Field]
[Project] > Add Invoice Icon > Invoice
Sales Item List > Accounting > Items
Sales Order Transaction > Sales > Enter Sales Order
SOAP Web Services Usage Log Setup > Integration > SOAP Web Services Usage Log
Subsidiary Setup > Company > Subsidiaries
Time Bill Custom Fields Customization > Transaction Line Fields
Vendors List > Relationships > Vendors
Vendor Bills Transactions > Payables > Enter Bills > Search

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