Tallyfy is building enterprise integration with Workday to automatically transform HCM and financial data into intelligent workflows that orchestrate downstream processes from IT provisioning to compliance tracking without manual intervention for Fortune 500 companies.
NetSuite
We’re integrating with NetSuite SuitePeople to transform your unified business data into automated workflows that span HR, finance, and operations. When employees are hired, expenses submitted, or projects launched in NetSuite, Tallyfy orchestrates every downstream process - from approvals to provisioning to compliance - all while maintaining NetSuite as your single source of truth.
NetSuite SuitePeople provides a unified platform for HR within your ERP, but business processes extend far beyond data management. Every hire needs equipment, training, and system access. Every expense needs multi-tier approvals. Every project needs resource allocation and task coordination.
Without integration, teams manually bridge NetSuite with operational workflows. Our integration makes NetSuite events automatically trigger intelligent workflows that ensure consistent execution across your entire organization.
Transform SuitePeople data into comprehensive workflows:
- Global Onboarding: Pull employee, role, and subsidiary data to orchestrate location-specific onboarding
- Compensation Management: Route salary changes, bonuses, and equity through complex approval matrices
- Performance Workflows: Trigger review cycles, calibrations, and succession planning
- Workforce Planning: Automate requisition approvals and headcount management
Connect NetSuite financials to operational workflows:
- Expense Management: Intelligent routing based on amount, type, GL coding, and policy
- Purchase Approvals: Multi-tier workflows for POs based on vendor, amount, and budget
- Project Workflows: Resource allocation, milestone tracking, and billing automation
- Period Close: Orchestrate month-end tasks across departments
Leverage NetSuite’s unified data model:
- Customer Onboarding: Sales win triggers implementation workflows
- Vendor Management: Procurement triggers compliance and setup workflows
- Inventory Processes: Stock levels trigger purchasing and allocation workflows
- Revenue Recognition: Contract changes trigger accounting workflows
Use the modern REST API with OAuth 2.0:
// Example: Create workflow when employee hired in SuitePeopleconst handleEmployeeHire = async (employeeData) => { // Get complete employee record from NetSuite const employee = await netsuiteAPI.get(`/employee/${employeeData.id}`, { expand: ['department', 'location', 'subsidiary', 'supervisor'] });
// Get custom fields for role-specific workflows const customFields = await netsuiteAPI.get(`/employee/${employeeData.id}/customfields`);
// Create comprehensive onboarding workflow const workflow = await fetch('https://api.tallyfy.com/v1/workflows', { method: 'POST', headers: { 'Authorization': 'Bearer YOUR_TALLYFY_KEY', 'Content-Type': 'application/json' }, body: JSON.stringify({ template_id: 'netsuite_enterprise_onboarding', name: `Onboarding - ${employee.entityId} - ${employee.firstName} ${employee.lastName}`, data: { // Core employee data employee_id: employee.id, entity_id: employee.entityId, full_name: `${employee.firstName} ${employee.lastName}`, email: employee.email,
// Organization structure subsidiary: employee.subsidiary.name, department: employee.department.name, location: employee.location.name, supervisor: employee.supervisor.name,
// Role and compensation job_title: employee.title, employee_type: employee.employeeType, pay_frequency: employee.payFrequency,
// NetSuite-specific class: employee.class, cost_center: customFields.custentity_cost_center, project_codes: customFields.custentity_project_codes,
// Compliance work_authorization: employee.isJobExempt, labor_cost: employee.laborCost } }) });
return workflow.json();};Build native NetSuite scripts:
/** * @NApiVersion 2.1 * @NScriptType UserEventScript */define(['N/https', 'N/record'], function(https, record) { function afterSubmit(context) { if (context.type === context.UserEventType.CREATE) { const employee = context.newRecord;
// Send to Tallyfy https.post({ url: 'https://api.tallyfy.com/v1/workflows', headers: { 'Authorization': 'Bearer YOUR_KEY', 'Content-Type': 'application/json' }, body: JSON.stringify({ template_id: 'employee_onboarding', data: { employee_id: employee.id, name: employee.getValue('entityid') } }) }); } }
return { afterSubmit: afterSubmit };});For legacy integrations:
<!-- Get employee data via SOAP --><soap:Body> <platformMsgs:get> <platformMsgs:baseRef xsi:type="platformCore:RecordRef" type="employee" internalId="12345"/> </platformMsgs:get></soap:Body>Use integration platforms:
- Celigo: NetSuite-native integration platform
- Workato: Enterprise automation with NetSuite recipes
- Boomi: Dell Boomi AtomSphere with NetSuite connectors
- MuleSoft: Anypoint Platform with NetSuite support
A manufacturer with 5,000 employees across 15 subsidiaries:
- Multi-Entity Onboarding: Subsidiary-specific workflows with local compliance
- Transfer Management: Complex workflows for inter-company moves
- Project Resource Allocation: Automated assignment based on skills and availability
- Vendor Onboarding: Procurement triggers compliance and setup workflows
- Quality Workflows: Non-conformance triggers investigation processes
Results: 50% reduction in process time, 100% audit compliance
A consulting company with 500 consultants manages:
- Project Staffing: Match consultants to projects based on skills/availability
- Time & Expense: Complex approval routing by project and client
- Revenue Recognition: Milestone completion triggers billing workflows
- Resource Planning: Forecast utilization and trigger hiring workflows
- Client Onboarding: Sales close triggers implementation workflows
An online retailer leverages integration for:
- Drop-Ship Coordination: Order triggers vendor and fulfillment workflows
- Inventory Management: Stock levels trigger purchasing workflows
- Customer Service: Return requests trigger refund/replacement workflows
- Seasonal Hiring: Demand forecasts trigger recruitment workflows
- Financial Reconciliation: Daily settlement and reconciliation workflows
Latest improvements include:
- Preferred REST approach for new integrations
- OpenAPI 3.0 definitions for rich metadata
- OAuth 2.0 authentication standard
- SuiteQL for high-performance queries
- JSON format for all data exchange
- Beta records now generally available
Accessible via API:
- Employee records and organizational structure
- Time-off management and balances
- Compensation tracking and history
- Benefits administration
- Performance management
- Workforce scheduling and time tracking
Best practices for NetSuite:
- Token-based authentication for security
- Sandbox testing before production
- Record type filtering to avoid timeouts
- Batch processing for large datasets
- Error handling with retry logic
- Audit trails for compliance
Leverage platform capabilities:
- Customization without breaking upgrades
- Real-time sync with other NetSuite modules
- Role-based permissions maintained
- Multi-subsidiary support
- Currency handling for global operations
- Custom fields and records support
NetSuite customers expect comprehensive automation:
- Unified Platform Promise: Workflows complete the unified vision
- Enterprise Requirements: Large customers demand process automation
- Competitive Pressure: SAP and Workday offer extensive workflow capabilities
- ROI Maximization: Automation multiplies NetSuite’s value
- Ecosystem Growth: Partners and customers benefit from integration
Maximize your NetSuite investment:
- Book a technical demo ↗
- We’ll connect to your sandbox
- Map your workflows to NetSuite data
- Build proof of concept
- Plan production rollout
Request official partnership: Contact your NetSuite account manager about Tallyfy integration. Enterprise customers drive partnership priorities.
Transform financial operations:
- Automate approval workflows
- Ensure SOX compliance
- Accelerate month-end close
- Improve audit readiness
- Reduce manual reconciliation
Elevate people operations:
- Streamline global onboarding
- Automate compliance tracking
- Orchestrate performance management
- Simplify benefits administration
- Focus on strategic initiatives
- Analyze NetSuite configuration
- Map data model and custom fields
- Identify integration points
- Design security model
- Build technical proof of concept
- Set up authentication
- Configure REST API access
- Map data fields
- Build foundational workflows
- Test with sandbox data
- Deploy employee lifecycle workflows
- Implement financial approvals
- Create cross-module workflows
- Add error handling
- Conduct user training
- Monitor performance metrics
- Gather user feedback
- Refine workflows
- Add advanced automation
- Scale across subsidiaries
Enterprise-grade security:
- SOC 2 Type II certified
- ISO 27001 compliant
- Token-based auth with NetSuite
- Field-level permissions respected
- Encrypted data transfer
- Complete audit logs
- 60% reduction in process time
- 80% fewer manual handoffs
- 90% faster approvals
- 100% process compliance
- 50% reduction in errors
- Faster employee productivity
- Improved financial control
- Better resource utilization
- Enhanced audit readiness
- Scalable operations
Every day without automation means:
- Manual data reconciliation
- Delayed processes
- Compliance risks
- Resource inefficiency
- Lost productivity
Transform NetSuite into a workflow powerhouse: Schedule your consultation ↗
We’ll demonstrate:
- Live NetSuite REST API integration
- SuitePeople workflow templates
- Cross-module automation examples
- ROI calculation for your organization
- Implementation roadmap
Stop managing data. Start automating processes.
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Tallyfy is building native integration with Paylocity to automatically transform HCM data into intelligent workflows that orchestrate the complete employee lifecycle from application to termination including automated onboarding payroll processing compliance tracking and IT provisioning without manual handoffs or compliance gaps.
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