Configure Maxio Metrics and NetSuite Integration

Maxio Metrics is a simplified version of the Maxio Platform, built for teams that need reporting and a NetSuite integration without the full platform's feature set.

What is Maxio Metrics?

Maxio Metrics simplifies the Maxio Platform's interface to include only the data needed for an analytics-only solution, removing features like Invoicing, AR Management, and Revenue so users can focus on managing and analyzing Customers, Transactions, and reports.

What's included in Maxio Metrics

Maxio Metrics includes a smaller set of features, reports, and integrations than Maxio Platform.

Available features

Available reports

For what Finance Reports and Analytics Reports each cover, see Understanding Maxio Report Types.

Available CRM integrations

NetSuite integration

A Maxio Metrics account connects to NetSuite the same way a Maxio Platform account does. For setup steps, see Setup the NetSuite Integration.

Syncing sales orders

Maxio automatically enables the Get Transactions sync step for Maxio Metrics accounts, which pulls NetSuite Sales Orders into Maxio as Transactions.

Important: Set the start and end date on the Sales Order within NetSuite before it syncs. Without this, the Sales Order doesn't sync properly into Maxio.

You can wait for the automatic sync, if enabled in your integration settings, or press Sync Now on the NetSuite integration page to sync manually.