Operating and NetSuite, connected through the REST API
Finance keeps the ledger in NetSuite, while the work is planned, tracked and priced somewhere else. Teams that run the two together build the link on the Operating REST API, as Sievo does. Operating does not ship a NetSuite connector today. One is on the roadmap, so talk to us if you want to be an early user.
What Operating holds that NetSuite needs
A project in Operating carries its own financial record. It holds the budget, the staffing plan behind it, and the hours and expenses tracked against it. The invoices raised from it sit there too. That is the detail a NetSuite link is built to move.
- Read invoices, time entries and expenses to feed billing and revenue recognition
- Read budgets, rates and allocations to forecast revenue before the month is closed
- Write clients and projects back, so both systems use the same names and ids
- About 55 resources in all, plus four report endpoints, at 800 requests a minute
Questions about NetSuite and Operating
Does Operating have a NetSuite integration?
Not as a built-in connector today. Operating and NetSuite are connected through the Operating REST API, which covers projects, clients, people, time entries, invoices and expenses. A connector is on the roadmap.
How do you connect Operating to NetSuite?
Through the Operating REST API. You generate an API key in Operating, then build a job that reads or writes the records NetSuite needs. Sievo runs its link that way.
What does the Operating REST API cover?
About 55 resources, including projects, clients, people, allocations, time entries, invoices, expenses, budgets, rate cards, skills and holidays, plus four report endpoints. The limit is 800 requests a minute.
Can data reach NetSuite without building an API integration?
Yes. Lists and reports can be exported from Operating and loaded into NetSuite, which suits a monthly close where a live connection is not needed.
Go deeper
Get the Operating Routine for resource planning
A weekly routine for staffing and capacity, written by people who ran it in their own firms. It gives your resource planning meeting a fixed agenda and a short list of numbers to check. Get the guide.
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