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Compare your Salesforce NetSuite integration apps: v2 and IO

Gogula R Bhavana
  • Updated

Products (NetSuite to Salesforce)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
NetSuite Non-Inventory Item to Salesforce Product     Real-Time     Batch

Item types

  • v2 has individual real-time flows for each NetSuite Item type.
  • IO has one batch flow to sync all NetSuite Item types. It also syncs the Other Charge Items.   
NetSuite Inventory Item to Salesforce Product     Real-Time     Batch
NetSuite Serialized Inventory Item to Salesforce Product     Real-Time     Batch
NetSuite Service Item to Salesforce Product     Real-Time     Batch
NetSuite Assembly Item to Salesforce Product     Real-Time     Batch
NetSuite Kit Item to Salesforce Product     Real-Time     Batch
NetSuite Item Group to Salesforce Product     Real-Time –   Batch IO Item group flow is available with the premium edition
NetSuite Discount Item to Salesforce Discount Item     Real-Time – – – IO has a better design approach and hence you don't have to run the discount flow.

Accounts (Bi-directional)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
Salesforce Account to NetSuite Customer     Real-Time     Real-Time  
NetSuite Customer to Salesforce Account     Real-Time     Real-Time  

Contacts (Bi-directional)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
Salesforce Contact to NetSuite Contact     Real-Time     Real-Time  
NetSuite Contact to Salesforce Contact     Real-Time     Real-Time  

Opportunity (Salesforce to NetSuite)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
Salesforce Opportunity to NetSuite Sales Order     Real-Time     Real-Time

Flow Trigger

  • v2 has a manual button to trigger the flow.
  • IO automatically syncs new or updated records.
Salesforce Opportunity to NetSuite Project -   Real-Time - - -  
Salesforce Opportunity to NetSuite Opportunity -    Real-Time -  - -  
Salesforce Order to NetSuite Sales Order -    Real-Time  -    Real-Time  

Order (NetSuite to Salesforce)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
NetSuite Sales Order to Salesforce Order     Real-Time     Real-Time  

Flow Trigger

  • v2 has a manual button to trigger the flow.
  • IO automatically syncs new or updated records.
NetSuite Sales Order Status to Salesforce Order Status     Batch     Batch  
NetSuite Sales Order to Salesforce Opportunity -   Real-Time  -    Real-Time  

Flow Trigger

  • v2 has a manual button to trigger the flow.
  • IO automatically syncs new or updated records.

Financials (NetSuite to Salesforce)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
NetSuite Cash Sale to Salesforce Financial     Real-Time      

Transaction types

  • v2 has a real-time flow for each transaction type.
  • IO has a batch flow that syncs all transaction types in one go. Within the single flow, you have an option to filter the transaction and file types to be synced.      
NetSuite Customer Deposit to Salesforce Financial     Batch     Batch
NetSuite Invoice to Salesforce Financial     Real-Time      Batch
NetSuite Customer Payment to Salesforce Financial     Real-Time      Batch 
NetSuite Cash Refund to Salesforce Financial     Real-Time      Batch 
NetSuite Credit Memo to Salesforce Financial     Real-Time      Batch 
NetSuite Customer Refund to Salesforce Financial     Real-Time      Batch 
NetSuite Customer Financials to Salesforce Account     Batch     Batch 
NetSuite Transaction Status to Salesforce Financial Status     Batch - - - This flow is not required in IO as transaction status to financial status is a batch flow. 
NetSuite Exchange Rates to Salesforce Exchange Rates     Batch  -    Batch  Available in the IO premium edition.

Quote/Estimates (Bi-directional)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
Salesforce Quote to NetSuite Quote -   Real-Time - - -  
NetSuite Quote to Salesforce Quote -   Real-Time  -  - -  

Item Fulfillment (NetSuite to Salesforce)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
NetSuite Item Fulfillment to Salesforce Asset -   Real-Time -   Real-Time

Item types

  • v2 syncs only serialized inventory records with assets.
  • IO syncs all item types, which includes serialized and lot inventory items.

Products (Salesforce to NetSuite)

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
Salesforce Product to NetSuite Inventory Item -   Real-Time -   Batch

Item types

IO has one batch flow to sync all NetSuite Item types.


 

   
Salesforce Product to NetSuite Lot Numbered Inventory Item -   Real-Time  -    Batch 
Salesforce Product to NetSuite Non-Inventory Item -   Real-Time  -    Batch 
Salesforce Product to NetSuite Serialized Inventory Item -   Real-Time  -    Batch 
Salesforce Product to NetSuite Service Item -   Real-Time  -    Batch 

Contract Renewals

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
Salesforce Opportunity to NetSuite CR Sales Order -   Real-Time     Real-Time

Subscription

  • Available in the v2 Premium Edition.
  • IO has a Contract Renewal add-on. The add-on supports to sync contract renewal transactions like orders and opportunities. It does not support to sync estimates.

Features

  • IO uses the "Salesforce Order to NetSuite Sales Order" flow to sync "Salesforce Opportunity to NetSuite Contract Renewal Sales Order".
  • IO has one flow to sync the contract header and the line-items.
NetSuite Contract to Salesforce Contract -   Real-Time      Real-Time
NetSuite Contract line items to Salesforce Contract line items -   Real-Time      Real-Time
NetSuite CR transaction to Salesforce Opportunity -   Real-Time      Real-Time

SuiteBilling add-on

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
      Real-Time - - - Custom flows / Templates can be used here.

Features

Flow name  v2 IO Notes
Standard Premium Flow schedule Standard Premium Flow schedule
One-World Support     N/A     N/A  
Electronic Signatures (EchoSign and DocuSign) Support -   N/A -    N/A 

 
Channel Sales Support -   N/A -  - N/A  IO does not have out-of-the-box criteria to sync channel sales. You can make changes to your mapping to sync channel sales data.
Team Selling Support -   N/A -  - N/A   

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