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.
The opportunity flow syncs Salesforce Opportunities, with notes and attachments, to NetSuite Sales orders. Once the sales order is created in NetSuite, this record will be replicated back into Salesforce as an order that is attached to the account and opportunity records. The Connector syncs the transaction header and lines.
Multi-currency sales orders is supported as long as multi-currency is enabled in both Salesforce and NetSuite.
When the Connector syncs rates from the Salesforce Opportunity lines to the NetSuite sales order lines, the Connector sets the item price levels to ‘Custom.’
Prior to creating a sales order in NetSuite, the Connector will check if a prospect or customer already exists in NetSuite for this Salesforce Account. If one does not exist, a new prospect/customer will be created.
NetSuite to Salesforce
If the order update configuration options are enabled, when the NetSuite sales order is updated, the Connector syncs the updates to the Salesforce Opportunity.
File attachments must adhere to NetSuite’s restrictions on file types and sizes.
The Opportunity cannot be synced to NetSuite with only a description item, it must have a dollar value.