The connector exports all items in your NetSuite account in real time. By default, the following mappings are installed:
|NetSuite Field||Salesforce Field||Notes|
|Description||Description||Some item types in NetSuite have a Sales Derscription field, which we use instead of the Description field when available.|
|Product Name||Item Name/Number|
|Product Code||Item Name/Number|
In addition to these mappings, pricing information between NetSuite and Salesforce is also synced. The pricing sync supports a mapping between NetSuite price levels and Salesforce price groups. Please click here for more info.
Marking an item as inactive or deleting an item in NetSuite will also be synced in Salesforce. Specifically, either of these actions in NetSuite will result in the corresponding Salesforce product’s price book entries all being marked as inactive. When a product’s price book entries are all inactive, the product is no longer selectable from the add products page on an opportunity.
If an error occurs when an item is synced, it is logged in NetSuite on the item page, in the SFDC Sync field (see image below). The error is also displayed in NetSuite in the Celigo Integration Log. Click here for more information.
The connector also supports the ability to control which item types are synced. By default, all types are turned on for a sync. To turn off a particular item type, go to Setup > Customization > Scripts > Celigo NS SFDC Item Sync, and then go to the Deployments tab for that script. To turn off the item sync for a particular item type, edit the corresponding deployment and un-check the Deployed checkbox.
In addition to controlling which item types are synced, the connector supports the ability to control which items within a given item type are synced. To enable this setting for a given item type, click on the deployment record as shown above. On the deployment record, under the Parameters tab, check the Use SFDC Item Checkbox. Once this box is checked, only items where the SFDC Item box on the item record is checked will sync.
- On Salesforce Enterprise and Professional Editions, data synchronization occurs in real-time between Salesforce and NetSuite. However, on Salesforce Professional Edition only the data export from NetSuite to Salesforce happens in real-time. Data import from Salesforce to NetSuite occurs at predefined intervals. For more information on limitations of Salesforce Professional Edition, please see the FAQ entry linked below.