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Migrate Salesforce-NetSuite v2 configurations to SFNSIO

Assumptions

  • You’re using the migration utility to transfer configuration and settings from integration app version v2 to IO.
  • You’ve installed a fresh instance of the Salesforce - NetSuite IO integration app.

Before you begin

  • Refer to the Limitations of the Migration Utility.
  • The migration utility feature is available only when the NetSuite account associated with v2 and IO versions of the integration app is the same.
  • You’ll need to enable the following flows in the v2 version before you run the migration utility:
    • Product: You’ll need to enable at least one flow.
    • Financial: We recommend that you enable all Financial flows.

Run Migration Utility

Note: You will not be able to edit any integration app configurations when the Migration Process is running.

Prerequisite: Before you migrate, contact Celigo Support to update your integration app to the latest version.

To run the Migration Utility

  1. Login to your integrator.io account.
  2. Click the Salesforce - NetSuite IO integration app tile.
  3. Click General Settings > enable Migrate configuration from v2 to IO.
    • We recommend that you enable both the Migrate configuration from v2 to IO and Enable Test Mode boxes.
    • If Test Mode has been enabled before the Migrate configuration from v2 to IO is enabled, best to have them both turned off then saved then toggle both to be Enabled.
  4. Click Save.
  5. Refresh your Dashboard.

After you run the migration utility

  • Migrates Mappings.
    Note: v2 ID mappings are not locked.
  • Migrates Flow and advanced settings by translating configuration from v2 to IO.
  • Migrates IO export and v2 import criteria and lookups.
    • The import and export criteria comprise both v2 and IO fields.

Note: When creating an opportunity in Salesforce, the Create NetSuite Order and Push to NetSuite settings under Opportunities are designed for the V2 version, you can hide these fields after the integration app is migrated from version V2 to IO.

Field name transition from V2 to IO

The field names of the IO integration app are different from the field names in the V2 integration app in both Salesforce and NetSuite. If you have already migrated your integration app from version V2 to IO, the following are the field names in the Salesforce and Netsuite that you can refer to.

Salesforce Reference ID's

Section V2 Field Display Name IO Field Display Name V2 Field / API Name  IO Field / API Name 
Account NetSuite Id NetSuite Id (IO) netsuite_conn__NetSuite_Id__c celigo_sfnsio__NetSuite_Id__c
Contact NetSuite Id NetSuite Id (IO) netsuite_conn__NetSuite_Id__c celigo_sfnsio__NetSuite_Id__c
Opportunity NetSuite Sales Order # NetSuite Order Number (IO)

netsuite_conn__
NetSuite_Sales_Order_Number__c

celigo_sfnsio__
NetSuite_Order_Number__c
Current Opportunity Id NetSuite Opportunity Id (IO) netsuite_conn__Current_
Opportunity_Id__c
celigo_sfnsio__NetSuite_
Opportunity_Id__c
Current Sales Order NetSuite Id (IO)

netsuite_conn__
Current_Sales_Order_Id__c

celigo_sfnsio__
NetSuite_Id__c
Opportunity Product NetSuite Item Key Id NetSuite Line Id (IO) netsuite_conn__
NetSuite_Item_Key_Id__c
celigo_sfnsio__
NetSuite_Line_Id__c
Order NetSuite Order # NetSuite Order Number (IO) netsuite_conn__
NetSuite_Order_Number__c
celigo_sfnsio__
NetSuite_Order_Number__c
NetSuite Id NetSuite Id (IO) netsuite_conn__
NetSuite_Id__c
celigo_sfnsio__
NetSuite_Id__c
Contract NetSuite Id NetSuite Id (IO) netsuite_conn__
NetSuite_Id__c
celigo_sfnsio__
NetSuite_Id__c
Product NetSuite Contract Number NetSuite Contract Number (IO) netsuite_conn__
NetSuite_Contract_Number__c
celigo_sfnsio__
NetSuite_Contract_Number__c
NetSuite Id NetSuite Id (IO) netsuite_conn__
NetSuite_Id__c
celigo_sfnsio__
NetSuite_Id__c

NetSuite Reference ID's

Section V2 Field Display Name IO Field Display Name V2 Field / API Name  IO Field / API Name 
Customer Salesforce Id Salesforce Id (IO) custentity_celigo_sfnc_salesforce_id custentity_celigo_sfio_sf_id
Contact Salesforce Id Salesforce Id (IO) custentity_celigo_sfnc_salesforce_id custentity_celigo_sfio_sf_id
Sales Order Salesforce Id Salesforce Opportunity Id (IO) custbody_celigo_sfnc_salesforce_id custbody_celigo_sfio_sf_id
Salesforce Order Id Salesforce Order ID(IO) custbody_celigo_sfnc_sf_order_id custbody_celigo_sfio_order_id
Item Salesforce Id Salesforce Id (IO) custentity_celigo_sfnc_salesforce_id custentity_celigo_sfio_sf_id