Integration App (SmartConnector)
Note: The name “SmartConnector” will be changing to “Integration App” to more clearly establish that our pre-built Integration Apps are built on our flagship Integration Platform as a Service, integrator.io. Find out more about integrator.io.
In the General Settings section, you can set up the following options:
- OneWorld support for Subsidiaries
- Pricebooks/ Pricelevel mappings
- Sales users role mapping
- Time Zone lookup
- Enable Testing Mode
- Salesforce Document Folder
You must have multi-currency enabled in both NetSuite and Salesforce.
In Salesforce Setup, go to Company Profile | Company Information and click Edit. Enable Allow Support to Activate Multiple Currencies, and then save your changes.
Enabling multiple currencies introduces permanent changes in your organization. Once enabled, multiple currencies can’t be disabled for your organization.
Map Currency: A mapping table provides the ability to map the Salesforce currency to the NetSuite currency. Click on a new row to select and map currency values between both systems. To remove the records, click the cross mark (of the row).
The Corporate Currency in the Salesforce account is also displayed. Click Refresh (curled arrows) to update any changes.
The Integration App (SmartConnector) supports OneWorld feature in NetSuite. This feature allows you to map and assign Salesforce Accounts to NetSuite OneWorld Subsidiaries.
NetSuite OneWorld supports global, multi-subsidiary organizations. With OneWorld, an organization can use a single NetSuite account to manage records and transactions for multiple legal entities, orconducting business across multiple tax jurisdictions, or involving multiple currencies.
A OneWorld account organizes both domestic and international subsidiaries into a single hierarchical structure. Each subsidiary is treated as a distinct legal entity for taxation and regulation purposes, and is associated with a specific nexus and a specific base currency. This base currency is the currency in which the subsidiary manages its financials. Subsidiary-specific data is available for reporting, and data for multiple subsidiaries can be rolled up into consolidated reports in the currency of a parent subsidiary.
A new NetSuite account can be set up to use OneWorld, and an existing account can be upgraded to use OneWorld. Any edition of NetSuite can be upgraded. This is a one-time upgrade to your NetSuite account that cannot be reversed. To set up OneWorld in NetSuite, refer https://system.na1.netsuite.com/app/help/helpcenter.nl?topic=CARD_-29.
Two options are available: Always Use and Map.
Select the Always Use radio button when you want to hard-code the mapping of the selected subsidiary. All records that sync from Salesforce to NetSuite will use the selected mapping.
Map: If you want to configure multiple options for mapping, then select the Map radio button.
Salesforce Subsidiary Field: If you want to use a particular (custom) field in Salesforce to denote a subsidiary, select the field from the drop down list.
Map the selected Salesforce value to the corresponding NetSuite field and Save to complete the mapping.
The Integration App (SmartConnector) automatically detects all the Price books in Salesforce and Price levels in NetSuite. Mapping option is provided to map the two objects.
Pricebooks in Salesforce: Products are the individual items or services that you sell to customers through your opportunities and quotes. Price Books are a list of products and their associated prices. Each product and its price is called a price book entry. A Product may be on multiple Pricebooks. Each product and its price is called a price book entry.
Salesforce provides two types of price books—standard and custom. The standard price book is a master list of all products with their associated default or standard prices. It automatically lists all products and standard prices regardless of the custom price books that also contain them.
A custom price book is a list of products with their custom or list prices, making them ideal for offering different prices to different market segments. Custom price books can contain discounted list prices or list prices that are higher than the standard price.
Pricelevels in NetSuite: When you use the Multiple Pricing feature, you can create up to 1000 price levels to sell your items. Setting up multiple price levels enables you to have greater flexibility to set different pricing for different customers.
For example, you may want to sell items to some customers at retail prices, but offer discount prices to other customers. You can set up more than one price level to be able to sell items at a retail price, or give discounts of 5%, 10% or 15% off retail pricing.
Click the Map Pricebooks link to open the following the following dialog. Select the corresponding values from Salesforce Pricebook and NetSuite Pricelevel drop down list and click Save.
Look Up Sales Users
Whenever an Opportunity is synced from Salesforce to NetSuite, a NetSuite sales rep must be assigned to the Opportunity. This sales rep must be present in NetSuite with the ‘Sales Rep’ role. If the employee (with role as sales rep) is not present in NetSuite, the transaction fails.
When an Opportunity from Salesforce is synced to NetSuite, the opportunity owner comes in as a Sales Rep in NetSuite. This window provides a list of all the users and their profiles in Salesforce and all the employees in NetSuite whose role is Sales Rep. The email address is used to map the users from both systems.
Sales Users: Click Sales Users link to display the list of Salesforce and NetSuite Users. The green check mark on both sides indicates that the person (user) is allowed to be an Opportunity owner. The red X mark indicates that the role does not allow the person to be mapped and therefore cannot own the Opportunity. To complete the mapping successfully, the user can look up this information and update the settings (user roles) in Salesforce or add new employees in NetSuite (to map them as the Opportunity owner).
Select Salesforce Profile: Select ‘Salesforce Profile’ from the drop down list. The corresponding NetSuite user is displayed. This informational window displays the mapped users (and unmapped users) between the systems. You can download the list of users by clicking the PDF or CSV format icons. The administrator can then update the user roles in the system to enable them to own the Opportunity. Green check marks against the user roles on both sides of the table indicate that the user is mapped correctly in both systems and is authorized to be the Opportunity owner.
Time Zone Lookup
Salesforce User Time Zone: The Salesforce user time zone is indicated in this section. This information field enables the Salesforce users to identify the time zone corresponding to the account.
Enable Test Mode
Sync only specific test records between Salesforce and NetSuite – While setting up the Integration App (SmartConnector), you have the ability to run it in Test Mode, which only syncs specific test records between Salesforce and NetSuite. To enable test mode, click the Enable Test Mode checkbox and populate the Test Mode Text Criteria field. Once you have completed testing and are ready to be fully live, you can disable test mode by unchecking the checkbox, which will enable syncing for all records.
Salesforce Document Folder: Select the folder in Salesforce where NetSuite attachments are stored.
Click Save to save all the General Settings.
Options are available to give more control on how to sync Customers and Contacts from NetSuite to Salesforce. You can choose whether to create NetSuite Customers and Contacts in Salesforce and whether to push future updates or not.