Note: The name “SmartConnector” will be changing to the “Integration App,” to more clearly establish that our pre-built Integration Apps are built on our flagship Integration Platform as a Service, integrator.io. Find out more about integrator.io.
What’s Supported
Flows
The migration utility can migrate configurations for the following flows:
| Flows |
Flow Names |
| Account |
- Salesforce Account to NetSuite Customer
- NetSuite Customer to Salesforce Account
|
| Contact |
- Salesforce Contact to NetSuite Contact
- NetSuite Contact to Salesforce Contact
|
| Opportunity and Advanced Settings |
- Salesforce Opportunity to NetSuite Sales Order
- Salesforce Opportunity Attachments to NetSuite Order Attachments
- NetSuite Sales Order to Salesforce Order
|
| Product and Advanced Settings |
- NetSuite Item to Salesforce Product
- NetSuite Item Group to Salesforce Product
|
| Financial and Advanced 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
- Notes:
- Records for Orders, Opportunities, and Item Fulfillments created in v2 will not get updated by IO.
- We recommend that you run v2 flows and IO flows parallelly for Orders and Opportunities for a brief period depending on the nature of your business and velocity of updates.
- Do not test unsupported flows in IO if you haven’t turned them off in the v2 version of the Integration App.
| What's not supported |
Details |
|
Add-on
|
Contract Renewal |
| Flows |
Order
- NetSuite Sales Order to Salesforce Opportunity
- Salesforce Order to NetSuite Sales Order
Item Fulfillment
- NetSuite Item Fulfillment to Salesforce Item Fulfillment
- Notes:
- We’ll only migrate the v2 flow criteria.
- If your Item Fulfillment record has an SFNSIO ID, we’ll skip syncing the updates via v2 flows.
- Currently, the migration utility does not migrate mappings and configuration.
Financial Flows
- NetSuite Transaction Financials to Salesforce Financials
- NetSuite Customer Financials to Salesforce Account
- Notes:
- We’ll not migrate mappings for Financial flows.
- We’ll update criteria for sync in:
- IO: Add “Transaction type” to the NetSuite Saved Search criteria.
- V2: Add a flow level criteria to ignore syncing records with SFNSIO IDs.
|
| Discount Handling |
- The Discount Item custom field is not available in the IO version. You'll need to populate discounts on Opportunities using the Salesforce discount field once you’ve completely migrated to the IO version
- You'll have to set the Discount Item setting in IO Connector.
|
IO behavior
| Feature |
v2 behavior |
IO behavior |
|
Mapping Currencies between NetSuite and Salesforce accounts with:
Multi-currency enabled on one of the accounts while default currency is enabled on the other account.
|
You’ll need to 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 |
You can 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 |
- You can 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 > Advanced 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 IO version.
- 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.
|
Known issues
Refer to the Known Issues section under the Salesforce - NetSuite IO v1.4.0 Release Notes.
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