Configure and run flows in the Zendesk Sell – NetSuite integration template

Contents

• Overview: Understanding the Zendesk Sell – NetSuite integration template
• Install the Zendesk Sell – NetSuite integration template
•  Configure and run flows in the Zendesk Sell – NetSuite integration template
  • Zendesk Sell person contacts to NetSuite contacts Add/Update
  • Zendesk Sell company contacts to NetSuite customers Add/Update
  • Zendesk Sell deals to NetSuite sales orders Add/Update
  • NetSuite customers to Zendesk Sell company contacts Add/Update
  • NetSuite contacts to Zendesk Sell person contacts Add/Update

Additional record mapping is required to integrate the template’s exports and imports with your Zendesk Sell and NetSuite apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. then run or schedule each flow.

Zendesk Sell person contacts to NetSuite contacts Add/Update

This batch flow syncs Zendesk sell person contacts as NetSuite contacts in NetSuite.

Flow details

• Export source: Zendesk Sell
• Import destination: NetSuite

• Built-in export: Get Zendesk Sell person contacts – gets all person contacts from Zendesk Sell that are modified since the last flow run time.
• Built-in import: Import NetSuite contacts - creates or updates contacts into NetSuite with configured custom field as the lookup identifier.
  • Configure field mappings
  Field mappings: Import NetSuite contacts
  • Configure response mappings
  Response mappings: Import NetSuite contacts
• Built-in import: Import Zendesk Sell person contacts - updates person contacts into Zendesk Sell with configured custom field as the lookup identifier.
  • Configure field Mappings
  Field mappings: Import Zendesk Sell person contacts

  Before you begin

  Ensure that the Zendesk Sell contacts are same in NetSuite as customers.

  Setup instructions

  1. Add Subsidiary mapping according to your requirement in NetSuite contacts import flow.
  2. Configure dynamic lookup for Company (InternalId) in NetSuite contacts import.
  3. Create a custom field of type Single line text with name as NetSuite_Contact_ID on contacts record type in Zendesk Sell to store internal id of NetSuite contacts.
  

Zendesk Sell company contacts to NetSuite customers Add/Update

This integration flow syncs Zendesk Sell company contacts as customers in NetSuite.

Flow details

• Export source: Zendesk Sell
• Import destination: NetSuite

• Built-in export: Get Zendesk Sell company contacts – gets all company contacts from Zendesk Sell that are modified since the last flow run time.
• Built-in import: Import NetSuite customers - creates or updates customers into NetSuite with configured custom field as the lookup identifier.
  • Configure field mappings
  Field mappings: Import NetSuite customers
  • Configure response mappings
  Response mappings: Import NetSuite contacts
• Built-in import: Imports Zendesk Sell company contacts - updates company contacts into Zendesk Sell with ID as the lookup identifier.
  • Configure field mappings
  Field mappings: Import Zendesk Sell company contacts

Setup instructions

1. Add Subsidiary mapping according to your requirement in NetSuite customers import flow.
2. Configure a mapping for Primary Currency (InternalId) in NetSuite customers import flow.
3. Create a custom field of type Single line text with name as NetSuite_customer_ID on contacts record type in Zendesk Sell to store internal id of NetSuite customers.

Zendesk Sell deals to NetSuite sales orders Add/Update

This integration flow syncs Zendesk Sell deals as NetSuite sales orders in NetSuite.

Flow details

• Export source: Zendesk Sell
• Import destination: NetSuite

• Built-in export: Get Zendesk Sell deals – This is a NetSuite Listener and it gets all deals from Zendesk Sell that are modified since the last flow run time. Configure search parameters: Stage id : 10575851.
• Built-in export: Get Zendesk Sell orders - This is a lookup and it gets orders from Zendesk Sell by deal ID.
  • Configure search parameters: Deal id : {{data.data.id}}
  • Configure response Mapping
  Response mappings: Get Zendesk Sell orders
• Built-in export: Get Zendesk Sell line items - This is a lookup and it gets all line items from Zendesk Sell by order id.
  • Configure response Mapping
  Response mappings: Get Zendesk Sell line items
• Built-in import: Import NetSuite sales order - creates or updates sales orders into NetSuite with custom field as the lookup identifier.
  • Define lookup Criteria
    Expression: ["custbodyzendesk_deal_id","is","{{{data.id}}}"]
  • Configure response Mapping
  Configure response Mappings: Import NetSuite sales order
  • Configure field Mappings
  Field mappings: Import NetSuite sales order
• Built-in import: Import Zendesk Sell deals - updates deals into Zendesk Sell.
  • Configure field Mappings
  Field mappings: Import Zendesk Sell deals

Before you begin

1. Configure changes in the input filter for Zendesk Sell import as per the created custom field in Zendesk Sell and add the custom field in the input record to populate it in the filter rules drop down.
2. Sync customers, contacts in NetSuite and Zendesk Sell.
3. NetSuite items and Zendesk Sell products should be the same.
4. Stage id value should be given in the Zendesk Sell deals exports to fetch any particular stage deals.

Setup instructions

1. Add Subsidiary mapping on NetSuite import as per the requirement.

2. Configure mapping for Items : Price Level (InternalId) in NetSuite import flow as per the requirements.

3. Create a custom field of type Single line text on deal record type with name as NetSuite Sales Order Id in Zendesk Sell to store sales order id of NetSuite.

4. Configure dynamic lookup for Customer (InternalId) in Netsuite import flow as per the requirements.

5. Configure Static lookup for Currency (InternalId) in Netsuite import flow as per the requirements.

NetSuite customers to Zendesk Sell company contacts Add/Update

This integration flow syncs NetSuite customers as Zendesk Sell company contacts in Zendesk Sell.

Flow details

• Export source: NetSuite
• Import destination: Zendesk Sell

• Built-in export: Get NetSuite customers – This is a NetSuite Listener and it gets all customers from NetSuite.
• Built-in import: Import Zendesk Sell company contacts - creates or updates company contacts into Zendesk Sell with configured custom field as the lookup identifier.
  • Configure field mappings
  Field mappings: Import Zendesk Sell company contacts
  • Configure response mappings
  Response mappings: Import Zendesk Sell company contacts
• Built-in import: Import NetSuite customers - updates customers into NetSuite with Internal ID as the lookup identifier.
  • Configure field Mappings
  Field mappings: Import NetSuite customers

Setup instructions

1. Configure mapping for data.customer_status and data.is_organization as per the requirement in Zendesk Sell company contacts import flow.
2. Create a custom field of type Single line text with name as NetSuite_customer_ID on contacts record type in Zendesk Sell to store internal id of NetSuite customer.

NetSuite contacts to Zendesk Sell person contacts Add/Update

This integration flow syncs NetSuite contacts as Zendesk Sell person contacts in Zendesk Sell.

Flow details

• Export source: NetSuite
• Import destination: Zendesk Sell

• Built-in export: Get NetSuite contacts – this is a NetSuite Listener and it gets all contacts from NetSuite.
• Built-in export: Get NetSuite customers by id - this is a lookup and it gets all customers from NetSuite by ID.
  • Configure response mappings
  Response mappings: Get NetSuite customers by ID
• Built-in import: Import Zendesk Sell person contacts - creates or updates person contacts into Zendesk Sell with configured custom field as the lookup identifier. 
  • Configure field mappings
  Field mappings: Import Zendesk Sell person contacts
  • Configure response Mappings
  Response mappings: Import Zendesk Sell person contacts
• Built-in import: Import NetSuite contacts - updates contacts into NetSuite with Internal ID as the lookup identifier.
  • Configure field mappings
  Field mappings: Import NetSuite contacts

Before you begin

NetSuite customers should be present in Zendesk Sell as company contacts.

Setup instructions

1. Configure mapping for data.customer_status and data.is_organization as per the requirement in Zendesk Sell company contacts import flow.
2. Create a custom field of type Single line text with name as NetSuite_Contact_ID on contacts record type in Zendesk Sell to store internal id of NetSuite contacts.