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.