As we know – ERP integration can be a beast! It’s like trying to get two people who speak totally different languages to not only understand each other but to sing in perfect harmony.
At GIR Software Services, we’ve been around the ERP block enough times to know that successful third-party integration into NetSuite takes a step-by-step strategy. So today, we’re peeling back the curtain to show how we get it done – with our tried-and-true steps that make integrations smoother.
Step 1: Start with “The Why” – Understanding Business Requirements
Every successful ERP Integration project starts with listening. We collaborate closely with your business stakeholders and executives to understand exactly what you’re trying to achieve.
We uncover what your team needs through a few focused discovery sessions – getting into your workflows, identifying pain points, and outlining business goals.
Step 2: Visualize the Process – Create a Flow Chart
Once the requirements are clear, we map everything into a visual flow chart. This isn’t just for show – it’s a powerful tool to see the entire end-to-end integration process, from data triggers to API responses or brainstorming meetings.
Step 3: Define Data Inputs and Outputs Between Systems
In any successful NetSuite Integration, understanding the data is non-negotiable. We dig deep into the data structures, formats, and fields exchanged between NetSuite and the third-party application.
We document all mappings, define field-level transformations, and ensure compatibility to NetSuite’s data model.
Step 4: Use Native NetSuite Features (Skip the Bloatware)
Whenever possible, we stick with native NetSuite functionality. Why? Because it’s cleaner, faster to implement, easier to maintain, and aligns with NetSuite best practices.
Step 5: Smart Development and Robust Testing
With the groundwork in place, our development team builds the integration using NetSuite SuiteScripts, REST APIs and/or middleware platforms. We follow ERP development best practices, and our QA team stress-tests the system through real-world scenarios, edge cases, and error handling routines.
Step 6: Ready, Step, Go – Production Go-Live
Before launch, we ensure everything is documented with a dependency checklist, clearly showing which systems rely on each other, and which teams own each phase.
We coordinate go-live planning with stakeholders, test final work
Step 7: Stay Transparent – Keep Stakeholders in the Loop
Communication is everything. We provide weekly progress updates, host regular check-in meetings, and deliver clear, realistic timelines – so you’re never left wondering where things stand.
This keeps your internal teams aligned and avoids those “wait, what happened?” moments during the project lifecycle.
Step 8: Document and Train
This is the step so many teams seem to forget: user training and documentation. After deployment, we provide simple guides, walkthroughs, and live training sessions so your team understands how the new system works.
Well-documented integration saves time, reduces support tickets, and improves adoption rates.
Why It Works
At GIR Software Services, we don’t just “connect systems” – we deliver strategic ERP integrations that make your business faster, smarter, and more efficient. By following this proven 10-step approach, we make sure your NetSuite 3rd party integration is solid, secure, and built to last.
So whether you’re connecting Salesforce, Shopify, HubSpot, or a legacy system – rest easy. We’ve got your back.
Ready to Get It Right?
Our team is ready to partner with you to Get It Right for your business!
Contact Us Today to schedule an introduction or discovery call.
