Strategic Alliances

NetSuite Integration for Smartsheet

Seamlessly connect your financial and operational systems with the NetSuite Integration for Smartsheet. Eliminate data silos, reduce manual work, and empower your teams with the insights they need to act faster, collaborate more effectively, and drive strategic growth.

Streamline operations, maximize efficiency

Automate data synchronization, gain real-time visibility into project and financial performance, and streamline operations across your organization. The result is better decision-making, reduced administrative effort, and a scalable platform designed to grow with your business.

Common Uses

Saved Search Sync

Project PMO

Sales Pipelines

External Dashboards

NetSuite User Management

 Smartsheet to NetSuite

Key Project Metrics

Saved Search Updates

Employee Records

Tailored Flows

NetSuite to Smartsheet

Project Operations

Estimate and Invoice Data

Multi Transactional Records

Tailored Flows

Key Features & Benefits

Live WIP reporting

Streamline complex, multi-record NetSuite data into real-time Smartsheet dashboards, eliminating manual exports and accelerating work-in-progress reporting from weeks to seconds.

Data access for all

Share critical data with non-NetSuite users without additional licenses.

External collaboration

Enable secure, external-facing dashboards and portals for clients and partners.

Project management sync

Align project status updates with billing and revenue forecasting.

Resource management

Track resource availability, assignments, and utilization in one place.

Integrated pipeline visibility

Seamlessly connect sales activities with project and financial planning, delivering comprehensive visibility across both sales and delivery pipelines.

Meet our leader

CrossCountry Consulting