Accessing the Integration App
To access mapping changes, first sign in to your integrator.io account.
The Integrator dashboard displays all your Integration Apps as tiles. Click the Salesforce - NetSuite Integration App to view the integration dashboard or directly go to the data flow settings page as shown below.
Hover over the tile to see the data flow settings (gear icon) and the jobs dashboard (speedometer). The data flow settings contain the data flows (and field mappings) and the jobs dashboard displays the status of the integration jobs.
Data flow settings section
Click the gear icon to view the data flow settings section. The data flows are organized in the business objects. In the following example, the 'Account' business object is selected and the corresponding data flows (and Advanced Settings) are displayed. The Field mappings ( ) button is visible for every data flow and contains the field mappings.
Click the Field mappings ( ) button to view and edit the mappings. (Another way to get to this section is by clicking the data flow and opening the 'Launch Mapper' from the mapping page). On the left side are the Salesforce and NetSuite standard mapping fields currently defined for this data flow.
Mapping Integration App Flows
Please refer to the topic Field Mapping Options in integrator.io for detailed information. Brief descriptions are provided in this section.
Adding a Field:
For a new mapping, you can choose to add any other NetSuite fields other than the ones already present. Place your cursor in the row and click to view the list of values.
You can similarly add a line item field in the Salesforce (import) column. Alternately, you can insert the field value by clicking in the desired field in the Salesforce form.
Note: Make sure to always SAVE your changes before exiting this section.
Changing Field Settings
You can change settings of an already existing field. To do this, click on the “gear” icon (indicating settings) as shown in the image below.
You will be provided with three types of mapping options:
Standard – This is just an indication of the current setting of the particular field with no additional changes.
Hard-Coded – You can select “Hard-Coded” if you choose to set the NetSuite field to a single designated value with no value passed from Salesforce.
Look Up – This feature has two sub features:
- Dynamic Lookup – Allows you to search a field value on a particular type of record. For example, when syncing account to customer updates, via the flow “NetSuite Customer to Salesforce Account”, we can use dynamic lookup” for a field on the customer record to identify the synced record.
This implies that only those Netsuite records would be updated that already have a value in the specific field.
- Static (Value to Value) Lookup – This feature allows you to do a value to value mapping and is particularly useful when there is a slight variation in field value in Salesforce and NetSuite. A good example to explain this feature would be defining values from pick lists in NetSuite and Salesforce. The “external” system being Salesforce if we define the NetSuite customer stage to be “Closed Won”, then the opportunity record that is created in Salesforce would have the stage value as “Customer Closed Won”.
How to Map Salesforce Lookup Fields
For a new mapping, you can choose to add any other NetSuite fields other than the ones already present.
Removing a Field
You may also remove any field. A cross mark is visible when you hover over the row. Click to remove.