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.
This flow enables a user to sync a native Salesforce Quote to a NetSuite Estimate. The Connector will create an Estimate in NetSuite for the Salesforce Quote and based on NetSuite and Connector settings, and if applicable, the NetSuite Estimate will be updated with applicable shipping, handling, and tax amounts. The updated Estimate will be synced back to the Salesforce Quote.
When the Connector syncs rates from the Salesforce quote lines to the NetSuite estimate lines, the Connector sets the item price levels to ‘Custom.’
The sync is triggered by pressing a button on the quote.