Sync NetSuite Customer Financials to Salesforce Account

The NetSuite Customer Financials to Salesforce Account flow is a scheduled flow that Syncs NetSuite "Customers > Financial" custom fields (CREDIT LIMIT, HOLD, BALANCE, OVERDUE BALANCE, UNBILLED ORDERS, DAYS OVERDUE) to Salesforce Account custom fields (Credit Limit, Credit Hold, Balance, Overdue balance, Unbilled Orders, Days Overdue). Here, the custom fields present in NetSuite "Customers > Financial" are called Customer Financials.

Customize NetSuite Customer Financials to Salesforce Account

The NetSuite Customer Financials to Salesforce Account flow uses the Celigo Salesforce(IO) Customer Financial Export [Locked] saved search present under Advanced Settings > Financial > NetSuite saved search for syncing Customer Financials to fetch records based on the criteria shown in the below image.

To customize the saved search:

1. In NetSuite, in the global search bar, enter Celigo Salesforce(IO) Customer Financial Export and press Enter.

2. In the results that are displayed, find Celigo Salesforce(IO) Customer Financial Export [Locked].

3. Click the View link corresponding to Celigo Salesforce(IO) Customer Financial 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.

Sync NetSuite Customer Financials to Salesforce Account

1. In the integration tile, click the gear icon.

2. Go to Settings > Integration Flows > Financial

3. Turn on the NetSuite Customer Financials to Salesforce Account flow using the toggle button.

If everything is configured correctly, whenever the Customers' Financial fields are updated, the flow will sync them back to Salesforce Account.

Things to remember

• Customers' Financial fields that the connector syncs to Salesforce Account are CREDIT LIMIT, HOLD, BALANCE, OVERDUE BALANCE, UNBILLED ORDERS, DAYS OVERDUE.
• The Customers' Financial fields are updated automatically whenever a Transaction Record is created or updated. Manual entries in Customers' Financial are not considered for syncing.
• Customers' Financial fields are synced based on the last modified date and time of the Transaction Record.
• Customers' Financial fields CREDIT LIMIT, HOLD, BALANCE, OVERDUE BALANCE, UNBILLED ORDERS, DAYS OVERDUE are synced to Salesforce Account custom fields Credit Limit, Credit Hold, Balance, Overdue balance, Unbilled Orders, Days Overdue.