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Supported and unsupported configurations from Salesforce - NetSuite V2 to integrator.io

What’s supported

The migration utility can migrate configurations for the following flows:

Section Integration flow name
Account
  • Salesforce Account to NetSuite Customer 
  • NetSuite Customer to Salesforce Account
Contact
  • Salesforce Contact to NetSuite Contact
  • NetSuite Contact to Salesforce Contact
Opportunity and Settings
  • Salesforce Opportunity to NetSuite Sales Order
  • Salesforce Opportunity Attachments to NetSuite Order Attachments
  • NetSuite Sales Order to Salesforce Order 
Product and Settings
  • NetSuite Item to Salesforce Product 
  • NetSuite Item Group to Salesforce Product
Financial and Settings
  • NetSuite Transaction Financials to Salesforce Financials
  • NetSuite Customer Financials to Salesforce Account
Item fulfillment
  • NetSuite Item Fulfillment to Salesforce Item Fulfillment

What’s not supported

  • The order, opportunity, and item fulfillment records created in V2 will not get updated by IO.
  • Run V2 flows and IO flows parallelly for orders and opportunities for a brief period depending on the nature of your business and the velocity of updates.
  • Do not test unsupported flows in IO if you haven’t turned them off in the Salesforce - NetSuite V2 integration app.
What's not supported Details
Add-on Contract Renewals
Order
  • NetSuite Sales Order to Salesforce Opportunity
  • Salesforce Order to NetSuite Sales Order
Item Fulfillment
  • NetSuite Item Fulfillment to Salesforce Item Fulfillment 
Notes:
  • You can only migrate the V2 flow criteria.
  • If your item fulfillment record has an SFNSIO ID, the IO flow skips syncing the updates via V2 flows.
  • The migration utility does not migrate mappings and configurations.
Financial
  • NetSuite Transaction Financials to Salesforce Financials
  • NetSuite Customer Financials to Salesforce Account
Notes:
  • The migration utility does not migrate mappings
  • Update the criteria for sync in:
    • IO: Add “Transaction type” to the NetSuite saved search criteria.
    • V2: Add flow-level criteria to ignore syncing records with SFNSIO IDs. 
Discount Handling
  • The discount item custom field is not available in the IO version. Populate discounts on Opportunities using the Salesforce discount field once you completely migrated to the IO version.
  • Set the discount item setting on the IO integration app.

V2 vs IO behavior

Feature V2 behavior IO behavior

Mapping currencies between NetSuite and Salesforce account with:


Multi-currency is enabled on one of the accounts while default currency is enabled on the other account.

Map currencies for each flow via flow Mappings.
  1. Navigate to General > Settings > “Map NetSuite Currency to Salesforce Currency.”
  2. Map the default currency of one account to a matching currency available in the multicurrency account. 
Parent Sync Sync information for up to ten parents for an account. The migration utility automatically inherits the following V2 settings:
  • If the “Parent Sync” is disabled in v2, it will not be disabled in IO.
  • If the "Parent Sync" Level in v2 is greater than three, it will be reset to three in IO.
Discounts
  • Add discounts on an Opportunity record using a custom “Discount Item” field in Salesforce.
  • To sync “Discount Item,” data, you’ll need to run the Discount flow.
  1. Navigate to Opportunity > Settings > “NetSuite discount item to track Salesforce line item discounts.”
  2. Select the discount item from the list of NetSuite discount items. 
  • Item Fulfillment
  • Exchanges rates
  • Echo sign and DocuSign
  • Item Groups
V2 does not restrict feature availability based on editions.
  • All features are available in the premium edition of the Salesforce - NetSuite IO integration app.
  • If you are migrating to the IO Standard version, you’ll not be able to migrate flows that are not part of the license agreement.
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