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Before you start

Dev Chidipi
  • Updated

This article describes the various settings available under the General settings of the Salesforce-NetSuite Integration App.

To go to the general settings of the Integration App

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.

Enable and map your Salesforce and NetSuite currencies

If you are using multiple currencies in your Salesforce and NetSuite accounts, you must map all your currencies so that both the systems remain in sync for multiple currencies.

Note: You should have enabled the multiple currency feature in both Salesforce and NetSuite.

To map your NetSuite and Salesforce currencies:

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.
  4. Under Multi Currency, select Enable.
  5. Click Map Currencies.
  6. In the Currency Mapping window, map your Salesforce and NetSuite currencies.
  7. Click Save.
  8. From Salesforce Corporate Currency, select the currency that your corporate headquarters uses to report revenue. For more information, refer to set your corporate currency in Salesforce.
  9. Scroll to the bottom of the page and click Save.

Enable and map your Salesforce and NetSuite subsidiaries

To track your transactions, if you are using multiple subsidiaries in your Salesforce and NetSuite accounts, you must map all your subsidiaries so that both the systems remain in sync for multiple subsidiaries. 

However, if you are using only one subsidiary, you can also define that using the procedure mentioned below.

Note: Salesforce does not offer an out of the box feature for subsidiaries. You will have to define your own workarounds for defining your subsidiaries in Salesforce. Please refer to Salesforce documentation for more information.

To map your NetSuite and Salesforce subsidiaries:

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.
  4. Under One World, select Enable.
  5. Click Map Subsidiaries.
  6. In the Subsidiary Mapping window, 
    1. From Salesforce Subsidiary Field, select the field using which you want to map the subsidiaries. The value in the drop-down boxes below will be populated based on this selection. Generally, "Account Subsidiary" is selected in this field.
    2. Map your Salesforce and NetSuite subsidiaries.
    • Select Map if you are using multiple subsidiaries in both Salesforce and NetSuite.
    • Select Always Use if you want to use a definite subsidiary.
    • From Select Subsidiary select the subsidiary that you want to use.
  7. Scroll to the bottom of the page and click Save.
  8. Optionally, you can select Add Salesforce Transaction Subsidiary to Customer in NetSuite if you want to add the subsidiary associated with the transaction as a customer in NetSuite. This will come into action only if the subsidiary is not present as a customer already.
  9. Optionally, you can select Add Salesforce Transaction Subsidiary to NetSuite Item if you want to add the item associated with the transaction to the subsidiary present in the transaction. This will come into action only if the item is not present in the transaction subsidiary already.

Map your price books with price levels

Salesforce uses price books to identify product price in Salesforce, whereas NetSuite uses price levels to identify item price. You must map price books to price levels so that both the systems remain in sync for product pricing.

To map your NetSuite and Salesforce pricebooks and pricelevels:

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.
  4. Under Others, click Map Pricebooks.
  5. In the PriceBook Mapping window, map your Salesforce pricebooks with NetSuite pricelevels.
  6. Click Save.
  7. Scroll to the bottom of the page and click Save.

Map your Salesforce sales rep's profile with its NetSuite's sales rep's role

It is mandatory that you have already created required users in Salesforce based on your configuration of employees in NetSuite. We pick all the sales representatives based on their email ID from Salesforce and NetSuite and map them automatically for you.

To see your NetSuite and Salesforce sales representatives:

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.
  4. Under Others, click Sales Users.

The sales representatives are automatically mapped for you.

Select Salesforce folder to store NetSuite attachments

Use the Salesforce Document Folder field to select the Salesforce folder where you can store the NetSuite attachments. For more information, refer to managing folders in Salesforce documentation.

Note: Salesforce folders that have read and write access will be available in this drop-down box.

To select the folder

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.
  4. Under Others, select Pause Integration App.
  5. Scroll to the bottom of the page and click Save.

Salesforce user time zone

The time zone configured in your Salesforce account is automatically fetched in the Salesforce User Timezone field. If you want to change your time zone preferences, refer to the timezone user preferences document in Salesforce.

Things that you should be aware of

Test the Integration App

After you have configured the Integration App to sync data from Salesforce to NetSuite and vice versa, you can test the Integration App using the Enable Testing Mode checkbox.

To enable testing:

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.
  4. Under Others, select Enable Testing Mode.
  5. Specify the criteria in Test Mode Criteria Text.
  6. Scroll to the bottom of the page and click Save.

Pause the Integration App

After you have configured the Integration App to sync data from Salesforce to NetSuite and vice versa, you can pause the data sync using the Pause Integration App checkbox.

To pause the Integration App:

  1. Sign in to your integrator.io account.
  2. Click the Salesforce-NetSuite Integration App tile.
  3. Under Settings, click General.
  4. Under Others, select Pause Integration App.
  5. Scroll to the bottom of the page and click Save.

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Comments

3 comments

Date Votes
  • METER Group
    Celigo University Level 1: Skilled

    Is this for V2 or for IO?  I can't even follow the instructions - it seems to refer to an outdated version of integrator.io (even antedating the "Legacy UI").  This is rather frustrating.

    In particular I am failing w.r.t. the section on Salesreps. It says  "It is mandatory that you have already created required users in Salesforce based on your configuration of employees in NetSuite. We pick all the sales representatives based on their email ID from Salesforce and NetSuite and map them automatically for you."

     My sales orders and customers are not getting automatically mapped. I have salesreps configured in NS.  I can't follow the instructions in that section because I can't find the menu options:

    "To see your NetSuite and Salesforce sales representatives:

    1. Sign in to your integrator.io account.
    2. Click the Salesforce-NetSuite Integration App (SmartConnector) tile.
    3. Under Settings, click General.
    4. Under Others, click Sales Users.   "

    There is no Others under General, and I can't find Sales Users.

    0
  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hi METER Group,

    Sorry for the late response here - I didn't see this comment come in. I'm checking with the PM on this.

    0
  • Nithin Gollapally QA Lead

    Hi METER Group,

    The Articles are related to V2, please find this link for IO based settings articles https://docs.celigo.com/hc/en-us/categories/360001649831

     

    Thank you

    0

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