Sync data from multiple Salesforce instances to a single NetSuite instance

Contents

• Multiple Salesforce instances to one NetSuite instance
  • Product (NetSuite to Salesforce) integration flows
    • Step 1: Provide a valid tag name for each integration app
    • Step 2: Create a custom item field in NetSuite
    • Step 3: Writeback Product ID
    • Step 4: Configure NetSuite saved search
  • Product (Salesforce to NetSuite) integration flow
    • Step 1: Provide a valid tag name for each integration app
    • Step 2: Create a custom item field in NetSuite
    • Step 3: Configure the mapping
• Multi-instance Salesforce setup for flows with 1:1 relationships
  • Other (Salesforce to NetSuite) real-time integration flows
    • Step 1: Provide a valid tag name for each integration app
    • Step 2: Create a custom transaction body or entity field in NetSuite
    • Step 3: Configure the mapping
  • Other (NetSuite to Salesforce) real-time integration flows
    • Step 1: Provide a valid tag name for each integration app
    • Step 2: Create a custom transaction body or entity field in NetSuite
    • Step 3: Define the qualification criteria for the flow
  • Other (NetSuite to Salesforce) scheduled integration flows
    • Step 1: Configure NetSuite saved search

You can sync records from multiple Salesforce instances to a single NetSuite instance. To sync records between multiple Salesforce instances and one NetSuite instance, you should install multiple Salesforce integration apps connected to different Salesforce accounts. The integration app lets you sync data between:

• One Salesforce instance to one NetSuite instance
• Multiple Salesforce instances to one NetSuite instance.
• The other transaction-related flows such as Opportunity, Orders, Financial, Fulfilment, and Contract Renewals add-on can only be synced in a Salesforce multi-instance setup, but the relationship between the records must be 1:1.

Multiple Salesforce instances to one NetSuite instance

Product (NetSuite to Salesforce) integration flows

This section is applicable for the following flows:

• NetSuite Item to Salesforce Product Add/Update
• NetSuite Item Group to Salesforce Product Add/Update

Step 1: Provide a valid tag name for each integration app

After you install the Salesforce - NetSuite integration app, provide a tag to each tile to differentiate between multiple instances of the integration app. 

Step 2: Create a custom item field in NetSuite

Prerequisite: Create custom lists (NetSuite account > Customization > Lists, Records & Fields > Lists) for the multiple Salesforce (IO) instances with unique custom list names for each instance. It is recommended to add the Salesforce integration app instance tag name as the custom list name in NetSuite.

1. Login to your NetSuite account.
2. For the above flows, create a custom entity field in NetSuite (Customization > Lists, Records & Fields > Entity Fields).
3. In the “Type” drop-down list, select Multiple Select. 
4. In the “List/Record” drop-down list, select the custom list name that you created for the Salesforce instance. 
5. In the “Applies To” tab, check the Inventory item, Non-inventory item, Service, Other charge, Group, Kit/Package, and Assembly/Bill of materials checkboxes.

Step 3: Writeback Product ID

1. In NetSuite, create a custom field for product ID writeback.
2. In the Salesforce - NetSuite integration app, click on any above-mentioned flow select the mappings icon on NetSuite Item to Salesforce Product Add/Update flow
3. In the “Salesforce Product Id Write Back to NetSuite” import, configure one of the below mappings:
   

   Action	Export Field (HTTP)	Import Field (NetSuite)
   Product ID writeback to a custom field	Hard-coded mapping to select the custom field ID	OVERRIDE_SALESFORCE_ID
   Disable Product ID writeback	“Invalid_field”	OVERRIDE_SALESFORCE_ID

4. Click Save & Close.

Example of product writeback to a custom field: 

Step 4: Configure NetSuite saved search

1. In your NetSuite account, in the global search, enter “Celigo Salesforce (IO) Item” and select either:
   • Search: Celigo Salesforce (IO) Item Export
   • Search: Celigo Salesforce (IO) Item Group Export
2. From the search results, select the appropriate saved search.
3. On the Results page, click Edit this Search.
4. In the Criteria tab > Standard sub-tab, add an entry as follows in the respective columns:
   

   Filter	Description
   Select the custom item field name	includes <select the appropriate custom list name created for the Salesforce instance>

5. In the Results tab > Columns sub-tab, add an entry as follows:
   

   Field	Custom Label
   Select the custom field name created for product ID writeback in the previous step.	Enter the custom field NetSuite ID

6. Click Save.

Product (Salesforce to NetSuite) integration flow

This section is applicable only to the “Salesforce Product to NetSuite Item Add/Update” flow.

Step 1: Provide a valid tag name for each integration app

After you install the Salesforce - NetSuite integration app, provide a tag to each tile to differentiate between multiple instances of the integration app. 

Step 2: Create a custom item field in NetSuite

Prerequisite: Create custom lists (NetSuite account > Customization > Lists, Records & Fields > Lists) for the multiple Salesforce (IO) instances with unique custom list names for each instance.

1. Login to your NetSuite account.
2. For the above flows, create a custom item field in NetSuite (Customization > Lists, Records & Fields > Item Fields).
3. In the “Type” drop-down list, select Multiple Select. 
4. In the “List/Record” drop-down list, select one or many custom list names that you created for multiple Salesforce instances. 
5. In the “Applies To” tab, check the Inventory item, Non-inventory item, Service, Other charge, Group, Kit/Package, and Assembly/Bill of materials checkboxes.

Step 3: Configure the mapping

1. Login to your integrator.io account.
2. Click the Salesforce - NetSuite integration app.
3. Go to Flows > Product.
4. Next to the “Salesforce Product to NetSuite Item”  flow, click Mappings.
5. In the “Post Items to NetSuite” import, click Mappings to configure the mapping either by name or by the internal ID:
   

   Action	Export Field (HTTP)	Import Field (NetSuite)
   By Name	After you select the custom field in the Import Field (NetSuite), next to the mapping drop-down list, click Settings. On the Settings window, in the Field mapping type setting, select Hard-Coded. In the Options field, select Use custom value. Click Save.	Select the custom item field created in NetSuite from the drop-down list Example: Salesforce instance name (Name)
   By Internal ID	After you select the custom field in the Import Field (NetSuite), next to the mapping drop-down list, click Settings. On the Settings window, in the Field mapping type setting, select Hard-Coded. In the Value field, select the appropriate Salesforce instance name. Click Save.	Select the custom item field created in NetSuite from the drop-down list Example: Salesforce instance name (InternalId)

6. Click Save & Close.

Multi-instance Salesforce setup for flows with 1:1 relationships

Other (Salesforce to NetSuite) real-time integration flows

This section is applicable to the following integration flows:

• Salesforce Account to NetSuite Customer Add/Update
• Salesforce Contact to NetSuite Contact Add/Update
• Salesforce Opportunity to NetSuite Sales Order Add/Update
• Salesforce Order to NetSuite Sales Order Add/Update

Step 1: Provide a valid tag name for each integration app

After you install the Salesforce - NetSuite integration app, provide a tag to the integration app. 

Step 2: Create a custom transaction body or entity field in NetSuite

Prerequisite: Create a custom list (NetSuite account > Customization > Lists, Records & Fields > Lists) for the integration app.

1. Login to your NetSuite account.
   
   Note: For customer or contact, create an entity field and for sales order, item fulfillment, and opportunity, create a transaction body field.
2. For the above flows, create a custom entity field (for account and contact flows) or custom transaction field (for opportunity flow) in NetSuite (Customization > Lists, Records & Fields > Entity Fields/Transaction Body Fields).
3. In the “Type” drop-down list, select List/Record. 
4. In the “List/Record” drop-down list, select the custom list name.
5. In the “Applies To” tab,
   • For customer and contact flows, check the Customer and Contact checkboxes.
   • For order and fulfillment flows, check the Sale, Opportunity, and Item Fulfillment checkboxes.

Step 3: Configure the mapping

Other (NetSuite to Salesforce) real-time integration flows

This section is applicable to the following integration flows:

• NetSuite Customer to Salesforce Account Add/Update
• NetSuite Contact to Salesforce Contact Add/Update
• NetSuite Sales Order to Salesforce Order Add/Update
• NetSuite Sales Order to Salesforce Opportunity Add/Update
• NetSuite Item Fulfillment to Salesforce Item Fulfillment Add/Update

Step 1: Provide a valid tag name for each integration app

After you install the Salesforce - NetSuite integration app, provide a tag to the integration app. 

Step 2: Create a custom transaction body or entity field in NetSuite

Prerequisite: Create a custom list (NetSuite account > Customization > Lists, Records & Fields > Lists) for the integration app.

1. Login to your NetSuite account.
   
   Note: For customer or contact, create an entity field and for sales order, item fulfillment, and opportunity, create a transaction body field.
2. For the above flows, create a custom entity field (for account and contact flows) or custom transaction field (for opportunity flow) in NetSuite (Customization > Lists, Records & Fields > Entity Fields/Transaction Body Fields).
   
3. In the “Type” drop-down list, select List/Record. 
4. In the “List/Record” drop-down list, select the custom list name.
5. In the “Applies To” tab,
   • For customer and contact flows, check the Customer and Contact checkboxes.
   • For order and fulfillment flows, check the Sale, Opportunity, and Item Fulfillment checkboxes.

Step 3: Define the qualification criteria for the flow

1. Login to your integrator.io account.
2. Click the Salesforce - NetSuite integration app.
3. Go to Flows > Account/Contact/Opportunity/Fulfillment.
4. Next to the appropriate flow, click Settings.
5. Next to the Criteria for <account/customer/opportunity/fulfillment> Sync setting, click on the filter icon.
6. On the “Field specific qualification criteria” window, click Add Filter. Add a filter in the “AND” format for Salesforce instance either by Name or Internal ID as mentioned in the table below:
   

   For Name:	<Custom entity field name created in NetSuite> (Name)	is	Select the custom list name created in NetSuite.
   For Internal ID	<Custom entity field name created in NetSuite> (Internal ID)	is	Select the custom list name created in NetSuite.

7. Click Save & Close.

Other (NetSuite to Salesforce) scheduled integration flows

This section is applicable to the following integration flows:

• NetSuite Sales Order Status to Salesforce Order Status
• NetSuite Transaction Financials to Salesforce Financials
• NetSuite Customer Financials to Salesforce Account

Step 1: Configure NetSuite saved search

1. In your NetSuite account, in the global search, enter “Celigo Salesforce (IO)” and select either:
   • Search: Celigo Salesforce (IO) Sales Order Status Export 
   • Search: Celigo Salesforce(IO) Transaction Financials Export 
   • Search: Celigo Salesforce(IO) Customer Financials Export
2. From the search results, select the appropriate saved search.
3. On the Results page, click Edit this Search.
4. In the Criteria tab > Standard sub-tab, add an entry as follows in the respective columns:
   

   Filter	Description
   Select the custom item field name	includes <select the appropriate custom list name created for the Salesforce instance>

5. Click Save.