Contact Import and Export
The Integration App syncs all contacts in real-time from your Salesforce account (to NetSuite Contacts) that meet the following criteria:
- The contact’s account record has been synced. You can create as many contacts as you like for non-synced accounts (prospects), and the contact data will not clutter your NetSuite account. When you perform an action that causes a contact’s account to sync, that contact and any other contacts associated with that account are synced. The Integration App syncs data with NetSuite when it is needed and ignores data in Salesforce when it is not needed.
- The contact has an email address in Salesforce or has an email address that has already been synced to a NetSuite contact record. When contact is first synced, the Integration App uses the email address within the contact to find an associated contact in NetSuite. If contact with that email cannot be found, a new contact record is created in NetSuite. If a contact record is found, the contact is synced with the existing NetSuite contact. If a contact has already been synced, the contact’s NetSuite ID is stored in a hidden field in Salesforce. That ID is used to perform subsequent updates, including email address updates.
If you need to tweak the flow based on your requirement, refer to the advanced settings section.
The contact flow syncs Contacts from Salesforce to Contacts in NetSuite when a Contact is created or updated for an account that has already been synced with NetSuite. The flow may be configured to filter Contacts by role (refer to Advanced Settings).
The following sample screens depict the contact sync between Salesforce and NetSuite. Since this is a real-time flow, any new addition or updates to the contact record triggers the flow automatically and the contact record is exported to NetSuite instantly.
Create a contact in Salesforce. The record is automatically updated in NetSuite by the Integration App.
The Contact is exported to NetSuite automatically by the Integration App . The contact record's Custom section displays the Salesforce internal ID (after the flow completes successfully).
View of the Integration App Contacts Sync section. For more information about Integration App options, refer data flow settings and integration dashboard section.