Monday.com + NetSuite Integration

The Monday.com-NetSuite integration syncs project execution data with financial data. Projects, tasks, time entries, and budgets flow between Monday.com and NetSuite so project managers and finance teams work from the same numbers instead of reconciling separate systems.

Project Management Connected to Your ERP

Monday.com is where teams manage projects, tasks, and workflows. NetSuite is where the financial reality of those projects lives — budgets, costs, billing, and resource allocation. Without an integration, project managers work in Monday.com while finance works in NetSuite, and the two views of project status never quite agree.

At BrokenRubik, we build the integration that connects Monday.com's project execution data with NetSuite's financial data. Project creation, task status, time entries, and budget tracking flow between systems so both teams work from the same truth.

What We Build

Project Sync: New projects created in NetSuite (or Monday.com) automatically create corresponding records in the other system. Project status, timeline, and key dates stay synchronized. When a project moves to "Active" in NetSuite, the Monday.com board reflects it immediately.

Task-to-Transaction Mapping: Monday.com tasks and milestones map to NetSuite project tasks. Completion of Monday.com tasks can trigger billing milestones, revenue recognition events, or status updates on NetSuite project records.

Time Entry Sync: Time tracked in Monday.com flows into NetSuite for billing and costing. Team members log time where they work (Monday.com), and the hours appear in NetSuite for invoicing, project costing, and resource management.

Budget Tracking: NetSuite project budgets surface in Monday.com dashboards. Project managers see real-time budget consumption, approved vs actual costs, and billing status without logging into NetSuite.

Integration Architecture

The integration uses Monday.com's GraphQL API and NetSuite's REST/SOAP web services, connected through middleware:

• Real-time webhooks from Monday.com for task updates and status changes
• Scheduled syncs from NetSuite for financial data (budgets, actuals, billing)
• Conflict resolution rules for fields that can be edited in both systems
• Field mapping between Monday.com columns and NetSuite custom fields

Common Use Cases

Professional services firms using Monday.com for project delivery and NetSuite for billing. Time entries in Monday flow to NetSuite for invoice generation. Budget consumption is visible in both systems.

Marketing agencies managing client campaigns in Monday.com. Campaign tasks map to NetSuite projects. Vendor bills (ad spend, contractor costs) in NetSuite update budget dashboards in Monday.

Product teams tracking development sprints in Monday.com while finance manages capitalization and project costs in NetSuite. Sprint completion triggers financial milestones.

Implementation Approach

1. Field mapping workshop — align Monday.com board structure with NetSuite project records
2. API configuration — set up authentication, webhooks, and sync schedules
3. Build and test — develop the integration with staging/sandbox environments
4. Data migration — sync existing projects and historical data
5. Training — ensure both teams understand what syncs and what's manual
6. Go-live support — monitor the integration during the first billing cycle

Why BrokenRubik

We've implemented NetSuite project management for professional services and product companies. We understand both the Monday.com workflow side and the NetSuite financial side. The integration isn't just a data pipe — it's designed around how your teams actually work.

Frequently Asked Questions

What data syncs between Monday.com and NetSuite?expand_more

How long does a Monday.com NetSuite integration take to implement?expand_more

Can Monday.com replace NetSuite's built-in project management?expand_more

Does the integration support real-time sync between Monday.com and NetSuite?expand_more