Sync Smartsheet and Netsuite effortlessly with real-time two-way updates 

Sync NetSuite financial and project data with Smartsheet to give PMOs and operations teams real-time visibility into progress and budgets.

Sync anything in Smartsheet, like Rows and Sheets, and anything in NetSuite, like Customers and Projects. Visual

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Your Smartsheet-Netsuite setup in simple steps

Our team works with you to configure your integration needs from start to finish, tailored to your business workflows. Once it's live, Unito keeps everything in sync automatically, and your integration stays reliable, simple to adjust and effortless to maintain.

 

Illustration of how to set up a Smartsheet and NetSuite flow

Why customers choose Unito

Two-way sync

True two-way sync,
out-of-the-box

Unito provides out-of-the-box two-way sync between NetSuite and Smartsheet, making it easy to align financial data with portfolio and project tracking—no scripts or IT overhead.

Configurable

Fully configurable,
no-code

Adapt the integration to PMO and operations workflows with flexible, no-code field mappings and sync rules. Sync only the data required for reporting and oversight.

Enterprise scale

Enterprise-scale and
resilience

Designed for large sheets, complex portfolios, and frequent updates. Unito scales to keep NetSuite and Smartsheet aligned as reporting needs grow.

HOW IT WORKS

Portfolio visibility across projects and financial data

Sync NetSuite project and financial records with Smartsheet to give PMOs and operations teams a real-time view of progress, budgets, and timelines—without spreadsheet exports or manual updates.

Example workflow between delivery teams and finance in NetSuite

 

Example field mapping between Smartsheet and NetSuite

Precise field mapping for portfolios, projects, and financial data

Connect NetSuite records to Smartsheet rows with flexible, no-code field mapping. Support portfolio oversight and financial tracking by syncing:

  • Project or record names
  • Financial and budget-related fields
  • Dates and milestones
  • Owners and responsibility
  • Custom columns and labels
Fully configurable, no scripting required.

Sync portfolio progress into NetSuite automatically

Define when Smartsheet rows update NetSuite records and vice-versa. Trigger syncs based on project phase, budget status, or custom fields—keeping financial oversight accurate and up to date.

Example rules for a Smartsheet NetSuite flow with Unito

Built for every cross-platform workflow

Portfolio visibility and financial tracking

Sync project progress from Smartsheet into NetSuite for accurate budget and timeline oversight.

PMO and finance alignment

Give PMOs real-time insight into delivery while NetSuite remains the financial source of truth.

Resource and timeline tracking

Ensure project updates are reflected consistently across systems.

Reduced manual reconciliation

Eliminate spreadsheet exports and manual updates between teams.

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How HubSpot connected Jira, Asana, and Airtable to streamline product ops

With Unito, HubSpot’s product operations team synced tasks across platforms, accelerated dev handoffs, and gained full visibility across three key tools — without forcing anyone to change how they work.

$595k saved annually
21k tasks synced monthly
7.9k hours saved annually
— Chaya Michel Cloward, Senior Marketing
Technical Manager
Unito is the unsung hero of our workflows. It quietly connects everything, saving time and effort while ensuring alignment.
— Chaya Michel Cloward, Senior Marketing
Technical Manager

Enterprise-grade security and reliability

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SOC 2 Type 2 certified

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GDPR and CCPA compliant

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No data stored by Unito

Power your Smartsheet + Netsuite workflows with real-time two-way sync.

Get a personalized demo and see your Smartsheet-Netsuite sync live.