Smartsheet NetSuite Integration
Do you ever wish there was an easier way to promote collaboration? What about having clearer insights into your business? Our Smartsheet NetSuite integration can solve all these problems and more. Here’s how it works and how it can help your teams be more efficient.
About These Solutions
Smartsheet is a flexible, cloud-based tool that helps businesses manage projects, automate tasks, and collaborate easily. NetSuite, on the other hand, is an all-in-one ERP system that brings together everything from finances and operations to customer management in one place.
Why Integrate Smartsheet with NetSuite?
Integrating Smartsheet and NetSuite solves the problem of disconnected data by reducing manual data entry mistakes and bringing everything into one place. Whether you’re managing projects, HR, sales, or any other area, this integration helps teams work together, be more efficient, and achieve better results.
- Adding Users: Quickly add users to Smartsheet directly from NetSuite and simplify your boarding process.
- License Management: Assign user licenses straight from the employee record in NetSuite to save time.
- User Group Management: Automatically place users into the appropriate Smartsheet groups based on their roles.
- Real-Time Budgets: Keep your finances transparent and up-to-date by managing project budgets in real-time without manual effort.
- Reporting to NetSuite: Sync project data, including estimated completion dates, progress, and performance metrics, directly back to NetSuite.
- Scalable Team Management: Manage large project teams by assigning roles, tracking progress, and staying organized to keep everything in sync.
- Customer-Facing Dashboards: Share live dashboards with clients and give them clear updates on project progress without the complexity.
Saved Search
No More Siloed Data
Manually exporting CSV files can be a slow process, and NetSuite records can change during that time, making your data outdated and causing important updates to be lost. With real-time syncing, there’s no need for manual exports, and your data stays accurate across both platforms.
Real-Time Mass Updates Without CSV
In NetSuite, you can only update one record at a time. To update hundreds, you’d normally have to export and re-import a CSV file, which takes specific skills and permissions. With Smartsheet, you can update all your records at once, so you can avoid the hassle of CSVs altogether.
Combine Multiple Saved Searches in One Sheet
Running multiple saved searches can be time-consuming and makes it hard to get a clear view of your finances. Smartsheet allows you to combine different records into one sheet, giving you a better overview and making it easy to update dashboards with live updates.
User Management
Managing users separately in NetSuite and Smartsheet can be a long-drawn-out, error-prone process, especially if you’re onboarding new team members and trying to organize them into the right groups.
SCS Cloud’s Smartsheet NetSuite integration lets you oversee all things user management in a single location. Immediate syncing keeps everything current, so there’s no hassle.
Key Features
Sales & Dashboards
Our NetSuite Smartsheet integration creates a steady data flow between the two platforms, which you can use to simplify your sales operations.
Streamline Your Sales Pipeline
Syncing Smartsheet with NetSuite means you’ll have a unified view of all sales activities to easily track progress and performance.
Efficient Collaboration
Smartsheet facilitates communication across departments by keeping sales, marketing, and other teams on the same page.
Real-Time Dashboards
Once integrated, Smartsheet’s dashboards allow you to view up-to-date NetSuite sales data, giving you clear insights into key metrics and allowing you to make quicker, more informed decisions.
Flexible Dashboards for Customers, Vendors, and Partners
You can readily create and share dashboards with external stakeholders by bringing your NetSuite data into Smartsheet. Because of how flexible the latter platform is, you can provide instantaneous updates to customers, vendors, and partners with barely any effort.
Secure and Easy Collaboration
Unlike NetSuite, Smartsheet makes external collaboration more accessible and secure. You can safely share important data with external parties while keeping total control.
Project Management
NetSuite Smartsheet integration benefits project management by offering tracking, budget management, and reporting, all from one central hub. With Smartsheet, teams can efficiently manage large projects, collaborate, and deliver results without getting caught up in the process.
Key Features
Why SCS Cloud?
SCS Cloud is a top NetSuite, Salesforce, and Smartsheet consulting firm that offers implementation, support, and business intelligence solutions for companies across different industries.
With over a decade of experience as a NetSuite Solution Provider, our team of 110+ in-house experts is committed to optimizing processes, driving growth, and delivering outstanding client experiences.
Connect Your NetSuite and Smartsheet Data Today!
Ready to integrate Smartsheet and NetSuite? Call 844-333-2568 or contact us today! Our Smartsheet consultants handle everything from implementation to customizations and ongoing training.
