The Integration App uses flows to sync data between your integrated apps. The value for data from one App is used to populate the field value for a record on another App. You'll notice for every field on a Salesforce record, there is a substitute field on a NetSuite record.
Example: You can sync the Billing Address in Salesforce to Address Lines 1 and 2 in NetSuite.
Billing Address format differs between Salesforce and NetSuite. The Integration App allows you to sync address related data by mapping fields between Salesforce and NetSuite.
You can map Mailing, Billing and Shipping Addresses between Salesforce and NetSuite. Salesforce stores all addresses in an address text box. However, NetSuite stores address in individual lines. By default, NetSuite allows you to store Mailing, Billing, and Shipping Addresses in Address Lines 1 and 2. You can configure NetSuite to store the address in an additional Address Line 3.
To map and split multi-line address from Salesforce to multiple address lines in NetSuite you need to use an expression in your flow mappings.
Navigate to flow field mappings
To navigate to field mappings for a flow:
- Login to your integrator.io account.
- Click on your Salesforce-NetSuite IO integration tile.
- From the settings navigation pane to the left, click on a flow under Integration flows.
- Click on field mappings next to a flow name to open up the Mappings dialogue box.
Map Salesforce import fields to NetSuite export fields
Read more to know about mapping fields between Salesforce and NetSuite. To configure field settings (icon next to a field), refer to Field Settings.
Map addresses between Salesforce and NetSuite
- Notes:
- You can map and split multi-line billing and shipping addresses from Salesforce to multiple address lines in NetSuite.
- You can split salesforce billing and shipping addresses into NetSuite address lines for Account and Contact flows.
Map a Salesforce address to NetSuite address line 1
- Note: We’ve used a billing address for illustrative purposes. The process for mapping the shipping address remains the same.
To sync a multi-line Salesforce address to NetSuite address line 1:
- Refresh
the “Export Field (Salesforce)” and “Import Field (NetSuite).“
- Map BillingAddress1 export field to Billing Address 1 import field.
- Click Save.
Map a Salesforce address to NetSuite address lines 1 & 2
- Notes:
- We’ve used a billing address for illustrative purposes. The process for mapping the shipping address remains the same.
- If you map a multi-sentence address between Salesforce address to NetSuite address lines 1, and 2 the Integration App syncs additional lines to the NetSuite address line 2.
To split and sync a multi-line Salesforce address to NetSuite address lines 1 and 2:
- Refresh
the “Export Field (Salesforce)” and “Import Field (NetSuite).“
- Map BillingAddress1 export field to Billing Address 1 import field.
- Map BillingAddress2 export field to Billing Address 2 import field.
- Click field setting next to Billing Address 2.
- From the settings box, select “Multi-Field.”
- Enter the value mentioned below into the Expression text box:
{{#if ShippingAddress1}} {{regexReplace ShippingStreet '' ShippingAddress1 g}} {{/if}} - Click Save.
- Click Save.
Map a Salesforce address to NetSuite address lines 1, 2, & 3
- Notes:
- We’ve used a billing address for illustrative purposes. The process for mapping the shipping address remains the same.
- If you map a multi-sentence address between Salesforce address to NetSuite address lines 1, 2, and 3 the Integration App syncs additional lines to NetSuite address line 3.
- You need to configure NetSuite to store addresses in an additional address line 3.
To split and sync a multi-line Salesforce address to NetSuite address lines 1, 2, and 3:
- Refresh
the “Export Field (Salesforce)” and “Import Field (NetSuite).“
- Map BillingAddress1 export field to Billing Address 1 import field.
- Map BillingAddress2 export field to Billing Address 2 import field.
- Click field setting next to Billing Address 2.
- From the settings box, select “Multi-Field.”
- Enter the value {{BillingAddress2}}in the Expression text box.
- Click Save.
- Map BillingAddress3 export field to Billing Address 3 import field.
- Click field setting next to Billing Address 3.
- From the settings box, select “Multi-Field.”
- Enter the value mentioned below into the Expression text box:
{{#if ShippingAddress2}}
{{regexReplace (regexReplace ShippingStreet '' ShippingAddress1 g) ''ShippingAddress2 g}} - Click Save.
- Click Save.
Check out our community forum to ask questions and get insightful tips on field mappings from our community members.
Comments
3 comments
should there be a
{{/if}}
at the end of the second example (step 4 of
Map a Salesforce address to NetSuite address lines 1, 2, & 3)
This is pretty messy. You mix shipping and billing address in the example above. Also, you should indicate that these BillingAddress1, 2, 3 fields do not appear as available fields to select. Confusing.
David Gollom : you're right, it's really confusing.
* BillingAddress1 doesn't exist in Salesforce export (there is no field for line 1 in Salesforce)
* Regex rule on ShippingAddress for populate BillingAddress is not correct
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