Welcome to this demonstration of migrating data from QuickBooks Online to NetSuite for free using Celigo integrator.io. In this video, we will walk through the steps to install and configure the Celigo QuickBooks Online to Netsuite template set.
Migrating QuickBooks Online to NetSuite for free with Celigo integrator.io
About Celigo integrator.io
Celigo offers a complete integration platform that allows you to automate processes and connect thousands of applications together.
To begin, you will need a Celigo account. If you do not already have an account, you can sign up for free at www.celigo.com.
Once your account is activated, sign in to integrator.io. Note that you’ll be able to run one integration flow at a time in perpetuity with Celigo’s Free Edition, or you can activate the free trial with unlimited flows for 30 days to run all the migration flows at once.
Install the template
- Let’s get started by navigating to the integration Marketplace and searching for the QuickBooks tile.
Tip: Enter QuickBooks into the search bar for quickest access.
- Click the Intuit QuickBooks tile and then locate the (Oracle NetSuite) QuickBooks – NetSuite template.
- Click the Install button.
Review the template
Here you will see exactly which connections and flows will be installed into your Celigo integrator.io account:
Once you have reviewed the list, click Install now.
Configure the connections
Now, click Configure in step 1 to enter your NetSuite credentials. You can set up a new connection or use existing credentials to NetSuite.
Next, click Configure in step 2 to enter your QuickBooks credentials. Similarly, you can set up a new connection or use an existing on.
Install the NetSuite bundle
If you have not previously installed the Celigo integrator.io bundle in your NetSuite account, then click Install in step 3 and follow the instructions to complete the installation. (If the bundle is already installed, you will instead see Verified in this step.)
Then, navigate back to Celigo integrator.io and click Verify now in the template installation.
Finish the setup
Click Install in step 4 to complete the installation of the QuickBooks – NetSuite template.
Install the QuickBooks bundle in NetSuite
To make the process a little easier, we have created a bundle (341276) inside of NetSuite that contains custom created fields and subtabs in order to hold QuickBooks data when imported to NetSuite.
If you would like to use this bundle, then go to NetSuite and navigate to Customization > SuiteBundler > Search and install bundles. In the Keywords box, enter quickbooks.
Click the Celigo Labs - QuickBooks Online result, and then follow the NetSuite instructions to complete the installation.
Customize your new integration
Within Celigo integrator.io, an integration tile has been installed into your account with prebuilt integration flows to move data between QuickBooks and NetSuite.
You can now go through each flow and ensure the configuration and mapping is correct to support your business use cases.
Tailor the the exports and imports
You will want to confirm the fields being referenced are the fields you wish to use for your QuickBooks data.
For example, in this Items integration flow, the import to NetSuite is set to Add or update. You are free to change the operation, as needed.
You will want to confirm – and update, if necessary – the default field referenced in the NetSuite lookup is the actual field where you are storing the QuickBooks ID for existing items.
Adjust the import mappings
In the mappings fields, ensure the data is assigned to the expected fields in QuickBooks to your NetSuite instance (or vice versa – or both for bidirectional flows).
Run the flows and test
Once you have ensured all flows are configured as expected, you can then turn on the desired flows, and either set the schedule you want them to run on, or run on demand as necessary.
Celigo is a complete integration platform that allows you to automate processes and connect thousands of applications together with prebuilt connectors and universal adapters. We hope you found this tutorial useful. For more information, visit www.celigo.com.