The NetSuite Customer to Salesforce Account is a real-time flow synchs NetSuite customers to Salesforce accounts.
- If a NetSuite customer is added, the flow checks if the account already exists in Salesforce. If not, the customer is created as a Salesforce account. By default, only customers of the type Company are synched.
- If the account exists in Salesforce, the customer information is updated in the account.
Sync your NetSuite customer to Salesforce account
- From your homepage, open the Salesforce – NetSuite Connector (IO) integration app.
- Go to Flows > Accounts.
- Turn on the "NetSuite Customer to Salesforce Account" flow using the toggle switch.
- In your NetSuite account, add a customer or update an existing one. For more information on how to add or update a customer, see the NetSuite documentation for the Contact field.
Define your criteria for customer sync
- Sign in to integrator.io and click the Salesforce - NetSuite Connector (IO) tile.
- Go to Flows > Accounts.
- Click the Settings icon that corresponds to the "NetSuite Customer to Salesforce Account" flow.
- Click the Qualification criteria button.
- Add values to set your own criteria for triggering the flow.
- Click Save.
Tip: Strings evaluated in the Field-specific qualification criteria filter should not be enclosed in single or double quotation marks, even if they contain a space, hyphen, or extended character.
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