Sync users and contacts (bi-directional)
The User & Contact flow syncs NetSuite Contacts as Zendesk Users whenever a new Contact is created or updated in NetSuite. The flow is bi-directional and can be configured to sync Zendesk Users as NetSuite Contacts whenever a new user 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 flow is real-time. Zendesk to NetSuite flows is batch. The frequency of running the batch flows can be configured.
Note: Orphan records are not supported. A NetSuite Contact has to be associated with a NetSuite Customer (synced with Zendesk) before getting synced to Zendesk.
Similarly, a Zendesk User has to be associated with a Zendesk Organization (synced with NetSuite) before getting synced to NetSuite.
Important note 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 Support. 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 Support 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 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).
Syncing Contacts and Users Shown With Screens
A Contact in NetSuite is associated with a Customer Record. When a new contact is created for the Customer or an existing Contact is updated, the record is exported to Zendesk as a New User or as an Updated User respectively.
The Contact that was created in NetSuite is exported successfully in the integrator.io Dashboard.
The Contact that was created in NetSuite is exported successfully and is visible in Zendesk in the Users records.
Click the User to view the details and the NetSuite Internal ID.
Find Contacts using email address - Advanced settings allows the integration app to link a NetSuite Contact and Zendesk User with each other if they have the same email address during a sync. Earlier the integration app would just give an error stating that a duplicate email address already exists.
Please sign in to leave a comment.