The Salesforce-NetSuite Integration App lets you sync your Salesforce accounts as NetSuite customers and vice versa in real-time. This lets both the systems to be in sync for your customer data.

For account sync, the best practice is to have your Salesforce account as the master. Therefore, to begin with, you should sync Salesforce accounts as NetSuite customers. Any update that you make to NetSuite customers is automatically synced back to Salesforce.

Before you start

Edit the Accounts page layout and add the following UI elements.

• From Fields, add Sync in Progress, Push to NetSuite, NetSuite Id, and NetSuite Sync Error fields.

For more information on how to edit the page layout and to add the required UI elements, refer to edit Salesforce page layout.

Sync your Salesforce accounts to NetSuite

Enable and configure the flow

1. Sign in to your integrator.io account.
2. Click the Salesforce-NetSuite Integration App tile.
3. Under Settings, go to Integration Flows > Account Sync > Salesforce Account to NetSuite Customer.
4. Enable the Salesforce Account to NetSuite Customer flow.

Note: Click the Field Mappings icon to see the account fields that the Integration App syncs to NetSuite by default. If you want to add an additional field, you can add it using the field mapping.

1. Click Advanced Settings.
2. Under Advanced Settings, select the required fields as per your requirement.
3. Scroll to the bottom of the page and click Save.

The flow is now enabled and configured to sync your accounts to NetSuite if you create a new account or update a synced account henceforth.

Understand advanced settings

• Create: Select this checkbox if you want to create a new customer in NetSuite whenever a new account is added in Salesforce.
• Update: Select this checkbox if you want to update an existing customer in NetSuite whenever an update is made to a Salesforce account.
• Sync only with an opportunity: Select this checkbox if you want to create a new customer in NetSuite only when an opportunity is synced to NetSuite.
• Parent sync: From the drop-down list select the number of parent accounts to be synced as customers in NetSuite. If you have parent/grandparent accounts configured in your Salesforce account, they will be replicated in a similar fashion in NetSuite.
• Split address lines: Select this checkbox if you want to separate Salesforce accounts' street address lines in NetSuite. This field works in combination with Address street fields.
• Address street fields: This multi-select box represents the number of lines that a street address can be split into in NetSuite. Use left-click to select multiple address lines. For example, in your NetSuite account, if the street address can contain 3 lines, select all three values Address 1, Address 2, and Address 3.

Create an account in Salesforce

1. In your Salesforce account, go to the Accounts tab.
2. In the Accounts page, click New.
3. Enter account details in the fields.
4. Click Save.

If you create any new account Salesforce it will be automatically synced to NetSuite. The Sync in Progress and Push to NetSuite fields of the account will get selected. Upon refresh, if the account has synced successfully, you will see its NetSuite ID in the NetSuite Id field. Otherwise, an error is recorded in the NetSuite Sync Error field.

Sync your NetSuite customers to Salesforce

Enable and configure the flow

1. Sign in to your integrator.io account.
2. Click the Salesforce-NetSuite Integration App tile.
3. Under Settings, go to Integration Flows > Account Sync > NetSuite Customer to Salesforce Account.
4. Enable the NetSuite Customer to Salesforce Account flow.

Note: Click the Field Mappings icon to see the account fields that the Integration App syncs to NetSuite by default. If you want to add any additional field, you can add it using the field mapping.

1. Click Advanced Settings.
2. Under Advanced Settings, select the required fields as per your requirement.
3. Scroll to the bottom of the page and click Save.

The flow is now enabled and configured to sync your customers to Salesforce if you create a new customer or update a synced customer henceforth.

Understand advanced settings

• Create: Select this checkbox if you want to create a new account in Salesforce whenever a new customer is added in NetSuite.

Note: Parent/child relationships created in NetSuite are not synced in the same fashion to Salesforce. Therefore, we recommend that you use Salesforce as your master and sync accounts (grandparent/parent/child) as customers in NetSuite.

• Update: Select this checkbox if you want to update an existing account in Salesforce whenever an update is made to a NetSuite customer.

Create a customer in NetSuite

1. In your NetSuite account, go to Lists > Relationships > Customers > New.
2. Enter customer details, such as company name, email, subsidiary, address, and so on.
3. Click Save.

If the customer gets successfully synced as an account in Salesforce, on page refresh, the Salesforce ID appears in the Custom tab of the customer. Otherwise, an error message appears in Custom > Celigo Integration Log.

If you create a customer that does not have any parent/child relationship, this flows syncs customer as accounts to Salesforce appropriately. Parent/child relationships created in NetSuite are not synced in the same fashion to Salesforce.

Any updates to an existing customer in NetSuite are automatically synced to Salesforce.