Setuply Is a SuiteCloud Developer Network Partner
How the NetSuite Integration Works for You
With Setuply and NetSuite working in sync, client onboarding and lifecycle management become even more efficient and stress-free. Here are some examples of this integration at work:
- Employee Data Sync: Align Your Team for Success
- Client Collaboration: Elevate the Client Experience
- Automated Project Creation: Drive Productivity
- Real-Time Project Data: Stay Accurate and Synced
- Financial Data Integration: Simplify Your Billing and Payments
Employee Data Sync: Align Your Team for Success
Automatically sync employee records from NetSuite into Setuply so everyone responsible for onboarding is set up and ready to contribute. By eliminating manual updates and reducing errors, you’ll keep projects efficiently managed, with collaboration that feels effortless.
Client Collaboration: Elevate the Client Experience
Enable clients to take an active role in their projects with clear visibility into project details. This collaborative approach keeps clients informed and aligned while reducing the load on onboarding teams, allowing them to focus on delivering strategic value.
Automated Project Creation: Drive Productivity
Let NetSuite CRM data do the heavy lifting. You can automatically generate projects in Setuply, so you can move quickly from sales to execution. This drives consistency, minimizes setup errors, and keeps your focus on delivering results, not administrative tasks.
Real-Time Project Data: Stay Accurate and Synced
Streamline your workflows by pulling live project data from NetSuite into Setuply. Whether you’re creating new projects or updating existing ones, this integration maintains accuracy and eliminates data entry, so your team can focus on execution.
Financial Data Integration: Simplify Your Billing and Payments
Connect your financial processes by syncing project revenue and invoices in Setuply back to NetSuite. You’ll keep your billing and payment tracking consistent and accurate, reducing menial tasks and improving efficiency across systems.
