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
:
- 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
:
- 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. |
- Navigate to General > Settings > “Map NetSuite Currency to Salesforce Currency.”
- 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.
|
- Navigate to Opportunity > Settings > “NetSuite discount item to track Salesforce line item discounts.”
- 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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