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 data flow allows you to sync a Salesforce Opportunity as a NetSuite Project. The Connector provides a button (optional) on the Salesforce Opportunity - ‘Create NetSuite Project’ which when clicked syncs the Salesforce Opportunity as a NetSuite Project. If the Account associated with this Opportunity is not present in NetSuite, then the Connector will create this Account as a Customer in NetSuite. The following screens depict the data flow.
Ensure the data flow is enabled in Integrator.
In the opportunity created, press the button: Create NetSuite Project.
The status of the flow is displayed.
The opportunity is visible in the NetSuite Project records.
Observe that the record ID corresponds with the Salesforce Id.
Refresh the Salesforce page to see the NetSuite record ID.