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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Project managers need real-time financial visibility for effective resource allocation decisions, but getting NetSuite project accounting data into Airtable usually requires manual data collection. You can automate this workflow to provide current project financial information for resource planning.
Here’s how to set up automated project accounting sync that connects financial performance with resource allocation decisions.
Automate project accounting sync using Coefficient
Coefficient enables comprehensive automated NetSuite project accounting sync through advanced project data import and flexible filtering capabilities. You can track project budgets, actual costs, revenue, and profitability metrics automatically.
How to make it work
Step 1. Import project accounting records with financial metrics.
Use Records & Lists to access project records including project budgets, actual costs, revenue, and profitability metrics. Import time tracking records with employee assignments, billable hours, and project task allocation.
Step 2. Filter project data by resource criteria.
Apply filtering with AND/OR logic to isolate project data by status, department, or resource type. Use date-based filtering to focus on current project periods and resource allocation windows.
Step 3. Set up daily automated refresh.
Configure automated refresh to keep Airtable resource allocation current with NetSuite project accounting changes. Use hourly refresh during active project phases for near real-time resource utilization tracking.
Step 4. Use SuiteQL for complex project analysis.
Write custom queries for resource utilization rates and project profitability analysis. Access up to 100,000 rows per query to handle extensive project histories and resource allocation data.
Step 5. Export to Airtable resource allocation systems.
Export updated project data as CSV for direct Airtable import or copy-paste for immediate resource allocation updates. Map project accounting fields including budgets, actuals, and resource costs to Airtable allocation columns.
Optimize resource allocation with project financial data
This automated approach provides project managers with current project accounting information for data-driven resource decisions based on real-time financial performance and utilization metrics. Start optimizing your resource allocation today.
