What | The Teamwork.com NetSuite
Integration allows seamless,
one-way, real-time streaming
of time-tracking data from
Teamwork.com Time Logs to
NetSuite Time
Entries. |
Why |
|
Who |
|
When |
|
Before you
start
To use the NetSuite integration, ensure
you meet the following requirements:
- Must be on a Teamwork.com Scale plan or
above.
- Your NetSuite instance must have the OAuth
2.0 feature
enabled.
- Obtain the NetSuite credentials (Account
ID, Consumer Key, Client ID, and
Private/Public key):
- Your NetSuite Account ID can be found
in the URL of your NetSuite
instance.
- Your NetSuite Consumer Key can be
found in Setup > Integration >
Manage Integrations > New
- Your NetSuite Certificate ID can be
found in Setup
>
Integration > Manage
Authentication > OAuth 2.0
Client Credentials (M2M)
Setup
- Your Private Key can be found while
creating a valid certificate
using
OpenSSL
- Admin permissions in both Teamwork.com and
NetSuite to enable integration.
Functionality
- One-way sync – Time logs sync from
Teamwork.com to NetSuite, but not vice
versa.
- Deleted time logs in Teamwork.com are
not removed from NetSuite.
- Time bills are not marked as billable
in NetSuite.
Enable the NetSuite
integration
Step
1: Open Connect
Portal
- Navigate to Integrations: Go to Settings > App &
Integrations.
- Select NetSuite: Click Manage via the NetSuite
integration tile.
- Click Connect in the modal
to open the connection modal.
Step 2: Authenticate
with NetSuite
- In NetSuite, go to Setup >
Integration > Manage Integrations
> New.
- Create a new integration, and deselect TBA: Authorization Flow,
Authorization Code Grant &
Token-Based Authentication. Ensure Client Credentials Machine-to-Machine Grant and REST Web Search are selected.
Save the new integration.
- Save the integration and copy the
Consumer Key/Client ID, and Consumer
Secret/Client Secret. Paste these IDs
in a safe document or notebook.
- Generate a public and private key
following NetSuite’s
OpenSSL
guide. It is recommended to
use the RSA-PSS option and include
your organization name when generating
the certificate/key.
- In NetSuite, go to Setup >
Integration > Manage Authentication
> OAuth 2.0 Client Credentials
(M2M) Setup.
- Create a new Client Credentials
Mapping. For the Application field,
select the Integration which was
created in step 2. Upload the Public
Key generated in step 4. Click
Save.
- Return to Teamwork.com and enter the
following:
- Account ID (subdomain of your NetSuite
account).
- Consumer Key from NetSuite. (Step
3)
- Certificate ID from the NetSuite
client credential. (Step 6)
- Upload the Private Key. (Step 4)
- Click Continue to finalize the
connection.
Step 3: Enable the
integration with
projects
- Open a project in Teamwork.com.
- Navigate to the project name.
- Open the popover using the three dots
next to the project name.
- Click More Options in the
Manage tab.
- Toggle on Sync with
NetSuite
- All updated or created Log Time in
this project, will now automatically
sync to NetSuite.
- Repeat this process for all projects
you wish to connect with
NetSuite.
- Name (used to find existing customer; if
names match no customer is created)
- Email
- Phone
- Email (used to find existing employee; if
names match no employee is created)
- First name
- Last name
- Date
- Duration
- Employee (from employee mapping)
- Customer (from customer mapping)
- Description / Memo
Disconnect Teamwork.com from NetSuite
The Teamwork.com user that installed the
integration, as well as site admins in the
owner company, can disable the integration
for all users.
- Log in to Teamwork.com.
- Click your profile icon in the main
navigation menu.
- Select Apps and
Integrations.
- Scroll to the NetSuite tile.
- Click Manage.
- Click Disconnect in the
NetSuite modal.
FAQs
The system matches the employee to a
Teamwork.com user using their email
address. If no email match is found, a new
employee record is automatically created
using the first name, last name, and email
of the Teamwork.com user who logged the
time.
What happens if a customer doesn’t
exist in NetSuite?
Can custom fields be mapped?
Can deleted time logs in Teamwork.com
be removed from NetSuite?
Is the integration available for all
Teamwork.com plans?
No, it is available only for Scale and
Enterprise plans.
Will any updates to the Time Log be
synced to NetSuite?