After installing the Integration App, you should test the data flows before you go live with implementation. Testing is done to verify whether the records synchronize correctly between the systems (that is, whether the data in the record has been copied from the source system to the target system successfully and whether the fields you want to synchronize are being written into the target system).
A Test Mode option is provided in the General Settings section in the Data Flow Setting in integrator.io. Test mode is a way to filter what gets synchronized. It's a safety valve which is often used when one or both of your end-point systems is a production environment.
In integrator.io General Settings section, select the checkbox (Enable Test Mode). Then the ‘Test Mode Criteria Text’ the field will be enabled. In the text box, enter some text that you will use to match against, and save the setting. In our example, we use 'Celigo Test' as the Test Mode Criteria Text.
To test using Test Mode, create a sample record (either in Salesforce or NetSuite). In the sample record, enter the same text as specified in the "Test Mode Criteria Text." Where you enter the text depends on a couple factors:
- For Salesforce to NetSuite flows, add the test mode criteria text into the description field of the Salesforce record.
- For NetSuite to Salesforce flows:
- Add the text into the Name field, for master data records, like items, customers, and contacts.
- Add the text into the Memo field, for transactions, like NetSuite Sales Orders.
- For the NetSuite Contract to Salesforce Contract, extra steps are required, see section below.
A complete list of flows and fields to use for the Test Mode text is listed near the bottom of this Knowledge Base article. In all cases, the Test Mode Criteria Text needs to the very first thing in the field. For instance, if testing a Salesforce to NetSuite flow, and there are already words in the description field, insert the Text Mode Criteria Text (e.g. "Celigo Test") at the beginning of the description field, before the other words.
Example for a Salesforce to NetSuite Flow
Next, run the corresponding data flow and verify whether the data from a given record has been copied into the target system.
Test Mode Field to Populate for Each Flow
- NetSuite Item to Salesforce Product: Item Name/Number
- Salesforce Product to NetSuite Item: Product Description
- Salesforce Account to NetSuite Customer: Description
- NetSuite Customer to Salesforce Account: Name
- Salesforce Contact to NetSuite Contact: Description
- NetSuite Contact to Salesforce Contact: First Name
- Salesforce Quote to NetSuite Quote: Description
- NetSuite Quote to Salesforce Quote: Memo
- Salesforce Opportunity to NetSuite Sales Order: Description
- NetSuite Sales Order to Salesforce Opportunity: Memo
- Salesforce Opportunity to NetSuite Opportunity: Description
- Salesforce Opportunity to NetSuite Project: Description
- Salesforce Order to NetSuite Sales Order: Description
- NetSuite Sales Order to Salesforce Order: Memo
- NetSuite Financial Transactions to Salesforce Financials: Memo
- NetSuite Item Fulfillment to Salesforce Item Fulfillment: Memo
- NetSuite Contract Renewal Transaction to Salesforce Opportunity: Memo
- NetSuite Contract to Salesforce Contract: Name--See detailed instructions below.
- NetSuite Contract Line to Salesforce Contract Line: Transaction Line Description.
Exception for NetSuite Contract to Salesforce Contract:
Ideally, you would enter the Test Mode Criteria Text (e.g. "Celigo Test") in the Contract name. However, there is a NetSuite Contract Renewal script which creates the actual contract, and the name is automatically assigned. NetSuite does not allow anyone to change the Contract name.
So, the steps to testing the NetSuite Contract to Salesforce Contract flow with Test Mode are:
- Open the NetSuite Contract, copy the NetSuite Contract name into your buffer.
- Then, go into Integrator.IO, and paste in the actual NetSuite contract name into the Test Mode Criteria Text field.
- Then, edit and save the NetSuite Contract, and save. The save will kickoff the flow.
- Review the corresponding Contract in Salesforce to verify that it has been created.
- After you’ve tested the NetSuite Contract to Salesforce Contract flow, go back into Integrator.IO, and change the Test Mode Criteria Text back to "Celigo Test."