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
- Login to your integrator.io account.
- Click the Salesforce - NetSuite IO integration app tile.
- 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.
- Click Save.
- 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__ |
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__ |
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 |