Sync customers and organizations (bi-directional)
The Organization & Customer flow syncs NetSuite Customers as Zendesk Organizations whenever a new Customer is created or updated in NetSuite. The flow is bi-directional and can be configured to sync Zendesk Organizations as NetSuite Customers whenever a new Organization is created or updated in Zendesk.
- The flow can be configured to trigger the sync on the create operation, the update operation, or both.
- The flow can be configured to run in one direction (NetSuite to Zendesk Support or Zendesk Support to Netsuite) or bi-directionally.
NetSuite to Zendesk flows are real time. Zendesk to NetSuite flows are batch. The frequency of running the batch flows can be configured.
When the record is updated in NetSuite, the updated record is exported to Zendesk in real time.
Important notice about contact sync
NetSuite Customer to Zendesk Organization Flow Settings
When the integration app is installed, existing customers in NetSuite are not automatically synced to Zendesk. The data flow must be turned on (Settings section in integrator.io) and the customer records must be edited, for the data to be transferred to Zendesk successfully.
If the flow is turned on and the Customer is edited, then the Customer will sync to Zendesk as Organization and all the Contacts associated with this Customer will also sync to Zendesk as Users.
Contacts will not sync if the NetSuite Contact to Zendesk User flow is disabled. But if enabled, the Contacts will sync over along with the Customer.
In the integrator.io dashboard, only the NetSuite Customer to Zendesk Organization flow status will be displayed. NetSuite Contact to Zendesk User flow will not show up in the dashboard in this scenario (as Contacts are part of Customer record).
In this example, the NetSuite Customer record is updated with a new phone number, fax number, and email ID.
Ensure that the flow settings in the integrator.io are saved.
Observe that the dashboard indicates data flow is successful.
In this example, the Zendesk Organization record is shown with updated address information. The NetSuite ID remains the same and is unique for any record. The Left panel shows the information about the record as it exists in NetSuite.