NetSuite Item to Salesforce Product
The NetSuite Items to Salesforce Products flow is a scheduled flow that syncs all NetSuite Items as Products in Salesforce. Items from NetSuite are synced into Salesforce as Products so that the Salesforce user is able to sell these items from Salesforce.
- When a new item is created in NetSuite, the flow checks whether that item exists as a product in Salesforce.
- If not, the item is created as a product in Salesforce, and the item's price level is synched as a price book for that item. The Salesforce ID is automatically written to the NetSuite item.
- If the item is already a product in Salesforce, the product is updated with the item information.
- If you use the multi-currency feature in NetSuite and Salesforce, a price book entry is created/updated on the existing price book in Salesforce, for each combination of currency and price levels.
Inactive price book entries
When a product’s price book entries are all inactive, you can no longer select the product from the add products page on an opportunity.
- NetSuite configured with this integration app should have at least one price level.
- Salesforce Standard Price Book should be set.
- If you are using the multi-currency feature, enable the feature in both NetSuite in Salesforce. Also, in your integration tile, click Settings > General, and configure the mapping of the NetSuite and Salesforce currencies.
Supported Item types
- Inventory Items (also sub-types Serialized & Lot)
- Assembly Items (also sub-types Serialized & Lot)
- Non-inventory Items
- Service Items
Customize NetSuite Items to Salesforce Products | Control supported Item Types
You can customize the saved search to customize the way the NetSuite Items to Salesforce Products flow works. By default, it fetches Items records based on Celigo Salesforce (IO) Item Export saved search in NetSuite. It will sync Non Inventory, Inventory, Kit / Package, Assembly or Service items. You can also customize your default saved search to control the supported Item Types.
Figure: Default saved search criteria
To customize the saved search:
1. In NetSuite, in the global search bar, enter Celigo Salesforce (IO) Item Export and press Enter.
2. In the results that are displayed, find Celigo Salesforce(IO) Item Export [Locked].
3. Click the View link corresponding to Celigo Salesforce(IO) Item Export [Locked].
4. Click Edit this Search.
5. Under the Criteria tab, add the desired criteria.
6. In the SEARCH TITLE text box, enter a meaningful name for your choice.
7. Click Save As.
A customized copy of the NetSuite saved search is created with the name you entered.
Configure and sync NetSuite Items to Salesforce Products
1. In integrator.io, go to Settings > Product > Advanced Settings > NetSuite to Salesforce tab. If you are using the new UI of integrator.io, go to Flows > Product > Configure Product > NetSuite to Salesforce tab.
2. In Select item records using saved search selection, select the default saved search Celigo Salesforce (IO) Item Export. Or, if you have created a customized saved search then click the refresh icon and select your customized saved search.
3. Select NetSuite Items types to sync dropdown to change the saved search criteria to add or remove types. Recheck your saved search in NetSuite before running the flow.
Tip: Remove any conflicting criteria from the saved search.
4. In Salesforce Standard Price Book, select the standard price book that you configured in Salesforce.
Tip: Please click the Refresh icon to get all the values.
5. Under General tab in Configure Product, Map NetSuite Price Level to Salesforce Price Book, map appropriately the price levels present in NetSuite to the price books present in Salesforce.
6. Click Save.
7. Turn on the NetSuite Item to Salesforce Product Add/Update flow.
8. Run the NetSuite Item to Salesforce Product Add/Update flow.
On the Dashboard, the status will appear as Completed. Run the flow again. If everything is configured correctly, the flow should run successfully. You can also schedule the flow to run at your desired intervals.
Did you intend to put a list after the sentence, "By default, it fetches Items records based on the following criteria."
I think I start getting lost there. I modified a search, but I'm not sure what are reasonable values to add.
And, If you would please add something before step 1 of Configure and sync NetSuite Items to Salesforce Products , "Go to Settings > Product > Advanced Settings" that those steps are for Celigo. That would have saved me 20 minutes or more, plus frustration and embarrassment.
Hi METER Group,
Thanks for your feedback and I'm sorry that was unclear! I've updated the text and am checking on your question.
By default, the flow will sync non-inventory, inventory, service, kit and assembly item types using Celigo Salesforce (IO) Item Export saved search in NetSuite.
You may create a saved search to customise the criteria and select it in Select item records using selection in Settings > Product > Advanced Settings > NetSuite to Salesforce tab.
In our new UI, the saved search selection Select item records using is in Flows > Product > Configure Product > NetSuite to Salesforce tab.
Thank you for making those changes - that is helpful.
This is a low priority because I can't reproduce it, but something you might want to file away in case someone else can verify it. When I first used the default Celigo Salesforce (IO) Item Export saved search in NetSuite, it didn't return any records. I used the integrator.io interface (Settings > Product > Advanced Settings > NetSuite to Salesforce tab) and in the dropdown "NetSuite Items to Sync" I selected 4 of the item types. Note: I did not realize that my selection here would actually make changes to the saved search (as an aside, this might be something you explain in your article above).
I pasted the the resulting search criteria into this email for reference. The problem (and the point of this story) is that the first Type criterion did not get deleted from the search; I had to remove it manually in order to make the search work - it appeared to conflict with and supersede the third criterion.
is Non-inventory Item
is any of Non-inventory Item, Inventory Item, Kit/Package, Assembly
Pricing : Currency
is US Dollar
Send as test record to IO (Custom)
(i.e. in the ^Custom tab)
Pricing : Price Level
is Base Price
I do have one other question. There are 2 fields in this mapping that are not part of my NS item record: custitem_item_category.name, and custitem_item_pricing_type.name.
If those aren't described in a different document, this would be a great place. If they are described somewhere else, I would love it if you could point me to it. I'd really like to know how they are used, how they are supposed to be added, and what are the consequences if I delete them from the flow mapping.
Thank you for your feedback. We have edited the article to mention that the dropdown "NetSuite Items to Sync" impacts the saved search. We are aware that the first criterion is not overridden and have raised a support case with NetSuite to resolve this.
You may remove custitem_item_category.name if you are not using it.
The field custitem_item_pricing_type.name is useful if you are using Contract Renewals add on. For more details, please see the section on Impact on Products in this article :
Hi Courtney Jordan,
I have observed that the items with Price Levels from NetSuite are getting created in Salesforce for the first time but in case of any update I am receiving "The Price definition already exists in the Price Book" Field Integrity Exception. Can you suggest what could be the issue?
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