How to Integrate NetSuite and Salesforce with Boomi

In This Article

When Should You Consider Procore and NetSuite Integration?
Benefits of Using Boomi for NetSuite to Procore Integration
How Boomi Facilitates NetSuite to Procore Integration
Best Practices for a Successful NetSuite to Procore Integration
Fast-Track Your NetSuite to Procore Integration with Sage IT’s Boomi Services
Conclusion

When Should You Consider Procore and NetSuite Integration?
Benefits of Using Boomi for NetSuite to Procore Integration
How Boomi Facilitates NetSuite to Procore Integration
Best Practices for a Successful NetSuite to Procore Integration
Fast-Track Your NetSuite to Procore Integration with Sage IT’s Boomi Services
Conclusion

“Managing construction projects presents a maze of complex financial data, scattered documents, and multiple communication channels, each requiring precise and immediate oversight. Teams struggle with manual data entry, which leads to costly errors, delayed decisions, and financial inconsistencies. This is where Boomi steps in.

By integrating NetSuite with Procore, Boomi creates a unified platform that links accounting and project management teams (vendor details, cost codes, budgets, and invoices sync in real-time, removing the need for repetitive manual work). The integration setup connects on-site operations with financial data, ensuring everyone sees the same information instantly.

Want to see the impact this can have on your projects? Find out how Boomi integration brings clarity and control to your operations.

When Should You Consider Procore and NetSuite Integration?

Self-Assessment Checklist:

“Is manual data entry causing delays in your project timelines?”
“Do you need real-time visibility into financial data for decision-making?”
“Are you managing multiple subsidiaries and finding it hard to maintain data consistency?”
“Do you spend too much time consolidating project information from different systems?”

If you answered yes to any of these, it might be time to consider integrating NetSuite and Procore using Boomi.

Consequences of Not Integrating:

Without this integration, project teams often deal with scattered data and slow decision-making. This results in budget overruns, delayed project completion, and miscommunication across departments. Data inconsistencies can lead to financial reporting errors, impacting overall project success. Manual data entry not only slows down operations but also introduces errors that could compromise project outcomes.

Key Indicators for Integration:

Inconsistent Data: Struggling to keep project information accurate and up-to-date in both NetSuite and Procore.
Frequent Reporting Issues: Difficulty in generating timely and reliable financial reports due to scattered data across systems.

These signs indicate the need for a unified system to maintain project control and financial accuracy.

Benefits of Using Boomi for NetSuite to Procore Integration

1. Real-Time Data Sync for Improved Communication

Boomi syncs project data like vendor information, cost codes, and budgets in real-time between NetSuite and Procore. This automated process eliminates delays, providing up-to-date information for the entire team. It creates a unified view of projects, reducing miscommunication and keeping all stakeholders aligned.

2. Optimized Project Management and Financial Control

Boomi automates budget tracking, cost code management, and document synchronization between systems. This integration reduces manual data input, cutting down on errors and improving accuracy. With synchronized information, the finance team adjusts project budgets and allocates resources effectively, keeping projects on track.

3. Enhanced Cost Management and Financial Health

Boomi enables real-time financial tracking, automating expense management and reducing data discrepancies. Access to current cost data helps project managers avoid budget overruns. Accurate financial information leads to better forecasting, allowing the company to proactively manage expenses and maintain strong financial health.

How Boomi Facilitates NetSuite to Procore Integration

Synchronizing Key Project Data

Syncs vendor details, cost codes, and project data automatically between NetSuite and Procore. This reduces manual entries and keeps every stakeholder updated in real time.

Financial Data Automation

Automates invoices, expenses, and budget updates across both systems. Maintains accurate financial records, reducing discrepancies while providing consistent, up-to-date cash flow control.

Real-Time Monitoring and Control

Boomi’s dashboards consolidate real-time data from NetSuite and Procore. Track project milestones and financial health for informed decisions, all within a single visual interface.

Best Practices for a Successful NetSuite to Procore Integration

1. Assess Your Integration Requirements

Identify the key data points you need to synchronize, such as vendors, cost codes, budgets, and project details.
Hold a meeting with stakeholders to define business objectives for the integration. Clear requirements set the foundation for a successful integration.

2. Set Up Your Boomi Account

If you don’t already have a Boomi account, visit the Boomi website to create one. Ensure you have access to both NetSuite and Procore APIs, as these will be required for the integration process.

3. Access Boomi AtomSphere Platform

Log in to your Boomi account.
Navigate to the AtomSphere Platform, where you will build and manage your integration process.

4. Create a New Integration Process

In the Boomi dashboard, select “Build” and then click “New Process.”
Name your integration process (e.g., “NetSuite to Procore Integration”).
Choose the integration components, starting with the “NetSuite Connection” as the source and “Procore Connection” as the target.

5. Configure NetSuite Connection

Add a new connection by selecting “Add Component” > “Connector.”
Choose “NetSuite” from the list of connectors.
Enter the required NetSuite credentials (Account ID, Username, Password, and Role).
Test the connection to verify that it can access NetSuite data.

6. Configure Procore Connection

Repeat the process by selecting “Add Component” > “Connector.”
Choose “Procore” as the connector and enter the required API credentials (API Key, Company ID, etc.).
Test the connection to ensure it can access Procore’s data.

7. Map Data Fields Between NetSuite and Procore

In the integration process, use the “Map” component to define how data fields in NetSuite correspond to fields in Procore.
Drag and drop to map data points, such as cost codes and budget items, ensuring accuracy in data transfer.

8. Set Up Business Rules for Data Sync

Use the “Decision” component in Boomi to add business rules (e.g., “Only sync records updated in the last 24 hours”).
Define error handling to manage exceptions, such as data mismatches or missing fields.

9. Test the Integration

Run a test to ensure data syncs correctly between NetSuite and Procore.
Check logs in Boomi for any errors or warnings, and adjust mappings or rules as needed.

10. Deploy the Integration

Once testing is complete, select “Deploy” to make the integration live.
Schedule regular syncs (e.g., daily, weekly) to keep your data updated across NetSuite and Procore.

11. Monitor and Maintain

Use Boomi’s monitoring tools to keep an eye on integration performance.
Schedule periodic reviews of data mappings and business rules to adapt to changing business needs.

Fast-Track Your NetSuite to Procore Integration with Sage IT’s Boomi Services

Quick Consultation

We kick off with a focused meeting, where our Boomi integration experts sit down with you to identify your specific integration needs.

A clear conversation sets the stage for a smooth integration.

Customized Integration Blueprint

Our team crafts a detailed integration blueprint tailored to your business, defining critical data points for synchronization between NetSuite and Procore.

This blueprint covers essential areas like project information, financials, and vendor data, providing a roadmap for successful integration. A targeted plan aligns with your operations, ensuring all key data stays seamlessly connected.

Data Migration and Setup

We handle the data migration, syncing your current NetSuite and Procore data to Boomi’s platform.

This involves verifying data accuracy, eliminating duplicates, and aligning data structures to ensure both systems communicate effectively. Your business enjoys uninterrupted data flow right from the start.

Testing and Go-Live

Our team conducts comprehensive system testing to identify and resolve potential issues. Testing includes synchronization accuracy, accessibility, and dashboard functionality.

Once all checks are complete, the go-live process begins, allowing you to start using your integrated system without downtime. Experience real-time data visibility and improved project control from day one.

Kickoff Checklist

Align stakeholders: Involve key team members to ensure smooth implementation.
Define integration data points: Identify details (vendors, budgets, project data) for synchronization.
Schedule a consultation: Book a meeting with our Boomi integration experts to discuss your integration goals..

Conclusion

Integrating NetSuite with Procore using Boomi means more than connecting systems; it changes how your business operates. This integration delivers real-time solutions suited to the unique needs of your construction projects. No more manual data transfers, no more errors—only clear, actionable insights to drive your operations forward.

At this stage in the process, the value of Boomi becomes clear. The next step is simple: Sage IT takes care of the implementation. With our team of certified experts, the process stays swift and reliable. Our track record with managing complex integrations for businesses like yours provides smooth data flows and support aligned with your goals.

Your team deserves a system that works without interruptions. By choosing Sage IT for Boomi integration, precision and a partner dedicated to your success come as part of the package. Book a consultation today to see how this integration changes your business.