NetSuite Integration


NetSuite Integration Benefits

1.
sYNC TIME ENTRIES

Speed up item fulfillment by pushing GUIDEcx time entries into NetSuite.


Create GUIDEcx time categories to match sales order line items in NetSuite.

When time is tracked on a project, entries are automatically synced to the corresponding NetSuite line item.


2.
ADJUST SYNC FREQUENCY

Match sync frequency to your invoicing cadence.

Time entries are synced in bulk; adjust cadence to fit you billing schedule with the GUIDEcx Recipe Builder. Lock time entries for a given month in GUIDEcx to avoid discrepancies post-billing.


3.
ERROR ALERTS

Get notified if any errors occur during item fulfillment.


If hours tracked are greater than allocated hours, an email is sent to a designated team member. Use this alert to reconcile hours, and to trigger process or time management adjustments.


Help Your Teams Work Better Together


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“These days, project management tools are a dime a dozen with variable levels of customization and integration options. GuideCX has positioned itself at the top of the group, catering functionality to your workflows and providing optimal integration options to allow seamless work between internal departments and external stakeholders.”
Cameron M.

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Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.

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