The Salesforce-NetSuite Integration App lets you sync your Salesforce contacts as NetSuite contacts. This lets both the systems to be in sync for your contacts data.

It is important that you keep your contacts in sync as they are your first point of contact to contact your customers. This is very helpful in preventing customer churn. Therefore, any updates to your contacts must be synced.

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

Before you start

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

• From Fields, add Sync in Progress, Push to NetSuite, NetSuite Id, NetSuite Customer Id,  and NetSuite Sync Error fields.
• From Related Lists, add Contact Roles.

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 contacts 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 > Contact Sync > Salesforce Contact to NetSuite Contact.
4. Enable the Salesforce Contact to NetSuite Contact flow.

Note: Click the Field Mappings icon to see the contact fields that 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 contacts to NetSuite if you create a new contact or update a synced contact henceforth.

Understand advanced settings

• Create: Select this checkbox if you want to create a new contact in NetSuite whenever a new contact is added in Salesforce.
• Update: Select this checkbox if you want to update an existing contact in NetSuite whenever an update is made to a Salesforce contact.
• 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.
• Select Contact Role on: The contact role for a contact can be created on an account or on an opportunity. This field is used along with the Only sync contacts with following roles field to define the contacts that are to be synced to NetSuite contacts.

Note: If you want to sync contacts without associating any roles to it, do not select any contact role. The contact will be synced in real-time to NetSuite the moment you create it in Salesforce.

Create a contact in Salesforce

Notes: 

• You can create a Contact Role on an Opportunity or on an Account. If you associate a contact role with a contact, the contact sync is triggered only when you define the contact role for contact on an opportunity or account. You then have to edit and save the contact again to trigger the sync.
• You can also sync a contact without assigning a contact role. For that, in the Select Contact Role on the field do not select any value.

To sync a contact to NetSuite that is associated with a contact role

1. In your Salesforce account, go to the account for which you want to create a contact.
2. Scroll down to find the Contacts related list.
3. Click New Contact.
4. Provide the required details along with the contact's email ID.
5. Click Save. The contact gets created for the Salesforce account.
6. In the contact, you just created, click the account name link present in the Contact Detail section.
7. In the selected account's page, scroll down to the Contact Roles related list.
8. Click New.
9. In the contact roles page, assign an appropriate role for the contact you created and save it.
10. In the accounts page, scroll to the Contacts related list.
11. Click the contact, for which you assigned the role.
12. Click Edit.
13. Click Save.

To sync a contact to NetSuite that is not associated with a contact role

1. In your Salesforce account, go to the account for which you want to create a contact.
2. Scroll down to find the Contacts related list.
3. Click New Contact.
4. Provide the required details along with the contact's email ID.
5. Click Save. The contact gets created for the Salesforce account and is automatically synced to NetSuite.

If you create any new contact in Salesforce it will be automatically synced to NetSuite. The Sync in Progress and Push to NetSuite fields of the contact will get selected. Upon refresh, if the contact 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.

Any updates made to the Salesforce contact are automatically synced to NetSuite contacts.

Sync your NetSuite contacts 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 Contact to Salesforce Contact.
4. Enable the NetSuite Contact to Salesforce Contact flow.

Note: Click the Field Mappings icon to see the contact fields that Integration App syncs to Salesforce 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 contacts to Salesforce if you create a new contact or update a synced contact henceforth.

Understand advanced settings

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

Note: If you create a new contact in NetSuite, it gets synced to Salesforce automatically. However, if you try making any updates to the contact in Salesforce, the updates will not be synced to NetSuite until you create a contact role for the contact in Salesforce.

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

Create a contact in NetSuite

1. In your NetSuite account, go to Lists > Relationships > Contacts > New.
2. Enter the contact details, such as Contact, Name, Email, Company, Subsidiary, and so on.
3. Click Save.

If you create any new contact in NetSuite it will be automatically synced to Salesforce. Refresh the NetSuite page, and go to Custom tab of the contact you just created. If the contact is synced successfully to Salesforce, the Salesforce ID is displayed under it. If the sync results in an error, the error is displayed under Customer > Celigo Integration Log.

Any updates made to the NetSuite contact are automatically synced to Salesforce contact.