Salesforce and NetSuite Rest Order to Cash
Learn how to use the Salesforce and NetSuite Integration template
Introduction
DBSync’s Salesforce to NetSuite Integration provides a robust and easy-to-use solution for synchronizing financial and operational data between Salesforce to NetSuite.
This integration supports the following object mappings:
Salesforce: Accounts, Products and Opportunity
NetSuite: Customers, Items, SalesOrder and Invoice
In addition to the real-time synchronization, DBSync also supports the migration of historical Accounts Receivable data from Salesforce to NetSuite, making it useful for data consolidation.
The integration comes equipped with a pre-built field-to-field mappings. It also provides the flexibility to accommodate complex or dynamic mapping requirements, based on the business logic.
DBSync's automatic update mechanism ensures that customers receive the latest features and enhancements with every new product release, without requiring manual intervention.
Data Flow
An example of the data flow for the integration from Salesforce to NetSuite is shown in the table below.
Accounts
Customers
Opportunity & Opportunity Line Items
Sales Orders / Invoice & Line Items
An example of the data flow for the integration from NetSuite to Salesforce is shown in the table below.
Items
Products
Process to run the Integration
To utilize the pre-built Salesforce to NetSuite Integration template, follow the below steps:
Login to DBSync Cloud Workflow and from the home screen click Add Template.
Select the template: Salesforce to NetSuite Integration template which allows for running multiple bidirectional workflows and integration between the two applications - Salesforce and NetSuite.
The template will be added to your Projects. Select the template and you will be redirected to the Task screen.
Click Setup to access the setup wizard of the pre-built template form as shown below.
In the Connect tab, verify that your applications are connected - Salesforce to NetSuite.
Click on Advanced Properties and click Test Connection. Ensure you verify the connection for Salesforce to NetSuite.
Click Next and you will be redirected to the Setup tab.
The Setup screen displays a form like questionnaire which you can choose to answer based on the workflow you want to run. There are 2 types of transaction integration or sync you can perform with this template as listed below.
A. Salesforce to NetSuite Accounts
Use this form to update all Accounts records from Salesforce and push them into NetSuite as Customers. The form is pre-populated with answers for the tabs and you can modify them based on need.
The form has the following fields already pre-populated with mapping:
Do you want to Sync your Accounts from Salesforce to NetSuite on Salesforce?
Click Yes or No in order to update Accounts from Salesforce to Netsuite as a Customer.
Select Salesforce Object that you want to integrate with Netsuite Customers.
Select the Salesforce object such as Account, Contacts etc from the drop down menu.
For example, Choose Account.
Customer Integration ID: This is the customer id generated from NetSuite to create a one to one relationship between records.
Customer Name, Email, Phone, Billing Information is mapped into Netsuite. This means that these child fields will be synced into Netsuite with the same information from Salesforce.
B. NetSuite to Salesforce Products
Use this form to update all item information as products in Salesforce. The form is pre-populated with answers for the tabs and you can modify them based on your need.
The form has the following fields already pre-populated with mapping:
Do you want to Sync your Service Items from NetSuite to Products on Salesforce ?
Choose Yes or No from the drop-down to add Service Items from NetSuite to Products on Salesforce.
Do you want to Sync your Non Inventory Items from NetSuite to Products on Salesforce?
Choose Yes or No from the drop-down to add Non Inventory Items from NetSuite to Products on Salesforce.
Do you want to Sync your Inventory Items from NetSuite to Products on Salesforce ?
Choose Yes or No from the drop-down to add Inventory Items from NetSuite to Products on Salesforce.
C. Salesforce Transactions to NetSuite Transactions
Use this form to 'Generate' Sales Order / Invoice transactions from Salesforce to NetSuite . You can create Sales Order or Invoice and directly update from Salesforce to NetSuite.
The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:
Select Salesforce object that you want to integrate with NetSuite Transactions
Define the object from Salesforce to retrieve/map the information in order to create a transaction.
For example, Opportunity/Order.
What kind of Transactions do you want to generate?
Select SalesOrder or Invoice from the Dropdown according to your requirements.
The following fields are pre-populated and already mapped with QuickBooks Online:
Transaction Integration ID
Select the stage that indicates Transactions are created/updated in Salesforce
Transaction Number, date and description
Transaction Customer Integration Id
Select Salesforce object that you want to integrate with NetSuite Transactions Lines
Transaction Line Product Id, Name and Description
Define Product quantity, unit price and total price
Click Next.
You can click on Run Now to run the sync immediately or Click Next to schedule the synchronization
To automate the sync, select the Start Date and Start Time. Click the Repeat dropdown menu and choose the frequency (e.g., Minutes, Hours, Days). If Minutes is selected, specify the interval in the Minutes dropdown.
Click Save to confirm the schedule. Click Cancel if you do not want to save the changes.
Use the Previous button to go back and modify settings if needed. Click Finish to complete the scheduling process.
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