The Best Way to Sync Data Between Microsoft Project and NetSuite PSA

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Solution Brief

Increased Productivity

IT Cost Savings

Faster Integration

Project managers can continue using the same tools they always used for managing projects, while providing them the ability to synchronize project data between Microsoft Project and NetSuite Professional Services Automation (PSA).

*PSA formerly known as services resource planning (SRP)

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Synchronization of NetSuite PSA and Microsoft Project

Maintain projects in Microsoft Project while NetSuite manages project costing, time entry, and customer billing
Use Microsoft Project for NetSuite Resource task assignments
Enter time against tasks in NetSuite
Billing Milestones, Resource Allocations, and Planned Time Features

Bi-Directional access to NetSuite PSA Projects with Microsoft Project

The NetSuite PSA Add-in for Microsoft Project is available directly from the Office ribbon. Upload or download project data with the click of a button.

Simple Configuration

Log-into NetSuite with your username and password or use Token-Based Authentication.

Download NetSuite Resources

Add all of your NetSuite project resources to Microsoft Project

Employees
Vendors
Generic Resources

Add Microsoft Projects to NetSuite PSA

Upload project data from Microsoft Project to NetSuite

Upload newly created projects from Microsoft Project
Download and modify NetSuite PSA projects in Microsoft Project
Upload modified projects back into NetSuite PSA

Download Project from NetSuite PSA

Browse a list of your projects in NetSuite and download the project details into Microsoft Project

Use Microsoft Project to view projects from NetSuite PSA
Download NetSuite PSA projects for online viewing
Modify downloaded projects and upload changes into NetSuite PSA

“Project management and planning is now seamless with time and billing, allowing us to work more intelligently and productively than ever before.”

— Scott Quin, Senior Director, Power Costs, Inc.

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