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Task Financials with Topkey

Updated this week

Overview

SuiteOp integrates with Topkey, your accounting software, to automatically sync financial data from your operational tasks. This guide walks you through how task costs flow from SuiteOp into Topkey, so your team can keep operations and accounting in sync without manual data entry.


Tracking Task Costs in SuiteOp

SuiteOp's Task Management System includes a Task Costs feature that lets you attach financial data directly to any operational task.

Cost Types

When adding a cost to a task, you can choose from three types:

  • Flat rate — A one-time set price for the task

  • Unit cost — Price per item or unit

  • Hourly rate — Time-based pricing for work performed


Reviewing and Approving Costs

Once a cost is added to a task, it appears in the Financials section under Needs Review. From there, a manager can:

  • Approve the cost

  • Decline the cost

  • Sync approved costs to Topkey

Only approved costs are eligible to sync, giving your team a clear checkpoint before any financial data leaves SuiteOp.


How the Topkey Sync Works

Create a Workflow in SuiteOp

The integration runs through an automated Workflow:

  • Category: Tasks

  • Trigger: Task is synced

  • Action: App action > Topkey > Sync Task Costs with Topkey

    • This action in Workflows will pre-fill the JSON to send to Topkey

    • You will need to replace the auth_token with your token from Topkey

Authentication

Your connection to Topkey is secured with a unique authentication token tied to your account. You can disconnect and reconnect the integration at any time from the /integrations/SuiteOp section inside Topkey.

What Gets Sent

Each sync sends a structured payload to Topkey containing everything needed to record the cost on the accounting side:

  • Task identification details (ID, name, and a link back to the task in SuiteOp)

  • Cost type (flat rate, unit cost, or hourly rate) and amount

  • Associated property and reservation information

  • Assignment details (who the task was assigned to)

  • Department, priority, and scheduling information

  • Approval status and timestamps


Getting Started

To set up the integration:

  1. Create your Workflow in SuiteOp

  2. Log in to your Topkey account

  3. Navigate to /integrations/suiteop

  4. Generate your authentication token and copy the webhook URL

  5. In SuiteOp, enter the webhook URL in your Workflow action

  6. Approve and sync a test task to confirm data flows correctly

If you need help setting up the integration or have questions about how specific fields map between the two systems, reach out to SuiteOp support.

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