White Papers from the team at Catalyst
NetSuite ⇔ Float Integration
API-to-API integration connecting Float resource planning with NetSuite financials
Float is the resource scheduling and capacity planning tool teams use to know who is 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 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 gets filled with spreadsheets and good intentions.
Project managers schedule work in Float, but NetSuite has no awareness of who is allocated to what.
Time logged in Float does not 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, and budget shifts — do not propagate back to Float.
The Solution
The Catalyst integration synchronizes the records that connect resourcing to financials.
- Projects — created or updated in NetSuite and 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 — keep project and customer data aligned across systems
- Resource alignment — maintain consistent people and resource records between Float and NetSuite
- Time entry flow — move Float time into NetSuite for billing and project accounting
- Task and phase alignment — keep reporting structures consistent across both platforms
- Configurable field mappings — define how records and fields should sync
- Exception handling and audit logs — identify sync issues and maintain visibility into integration activity
Benefits for NetSuite Users
Project managers schedule with confidence because Float reflects what is 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 grounded in the same source data.
The forecasting feedback loop between resource plans and financial outcomes finally closes.
Who It’s For
NetSuite ⇔ Float Integration is built for professional services organizations, agencies, and consultancies using Float for resource planning alongside NetSuite for project accounting and billing.
It is especially 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.