NetSuite ⇔ Float Integration

API-to-API integration connecting Float resource planning with NetSuite financials

Overview

Float is the resource scheduling and capacity planning tool teams use to know who's working on what, when, and for how long. NetSuite is where that work becomes a project, a billable invoice, and a margin number. Catalyst's NetSuite ⇔ Float integration is an API-to-API integration that keeps people, projects, and time aligned across both systems — turning resource plans in Float into accurate financial outcomes in NetSuite.

The Challenge

Without an integration, the gap between resource planning and financial execution is filled with spreadsheets and good intentions. Project managers schedule work in Float, but NetSuite has no awareness of who's allocated to what. Time logged in Float doesn't make it cleanly into NetSuite for billing. Project margin calculations rely on data that has to be assembled by hand. Project changes in NetSuite — new phases, scope adjustments, budget shifts — don't propagate back to Float.

The Solution

The Catalyst integration synchronizes the records that connect resourcing to financials:

• Projects — created or updated in NetSuite, available in Float for scheduling
• People and resources — kept consistent between platforms
• Time and allocations — Float scheduling and logged time flow back to NetSuite
• Tasks and phases — aligned so reporting rolls up consistently
• Clients — synchronized so the same customer name appears everywhere

The integration is direct, API-to-API, and configurable to match how your project organization actually works.

Key Capabilities

• Bidirectional project and client sync
• Resource alignment between Float and NetSuite
• Time entry flow from Float into NetSuite
• Configurable field mappings
• Exception handling and audit logs

Benefits for NetSuite Users

Project managers schedule with confidence because Float reflects what's actually in NetSuite. Finance bills with confidence because logged time flows in automatically. Leadership gets real project margin reporting because allocated cost and billed revenue are both grounded in the same source data. The forecasting feedback loop between resource plans and financial outcomes finally closes.

Who It's For

Professional services organizations, agencies, and consultancies using Float for resource planning alongside NetSuite for project accounting and billing. Particularly valuable for teams whose project margin reporting currently requires manual assembly from two systems.

Getting Started

The integration is implemented and supported by Catalyst alongside your operations and finance teams. Visit nscatalyst.com to learn more.