Additional record mapping or filter configuration is required to integrate the template’s exports and imports with your Zendesk Support 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 Support prospect organization to NetSuite prospect
The integration flow exports recently created organizations from Zendesk Support to prospects in NetSuite.
Flow details
Export source: Zendesk Support
Import destination: NetSuite
Built-in export: Get Zendesk Support organizations – Get all the Zendesk Support organizations that were modified since the last flow run time.
Built-in input filter: filter records
Built-in import: Import NetSuite prospects – Add (or update) prospects into NetSuite with the Name as the lookup identifier.
Before you begin
The NetSuite recordType field must be included in Zendesk Support.
Setup instructions
- Use an advanced Static: Value to Value lookup to map Prospects in the NetSuite Status field according to your business needs.
- Add subsidiary mappings (Standard, Hard-coded, etc.) to the Import NetSuite prospects step according to your business needs.
- Configure your NetSuite individuals field in the Import NetSuite prospects step according to your business needs.
- Create a custom drop-down list in the Import NetSuite prospects step to configure the Zendesk organizations as a NetSuite status in your import mapping.
- Create a custom text field in the Import NetSuite prospects step to configure the Zendesk Support organizations as a NetSuite record type and configure it in the filter rules.
Zendesk Support tickets to NetSuite cases
This integration exports recently created tickets from Zendesk Support to cases in NetSuite.
Flow details
Export source: Zendesk Support
Import destination: NetSuite
Built-in export: Get Zendesk Support tickets – Get all Zendesk Support tickets that were modified since the last flow run time.
Built-in output filter: filter records
Built-in import: Import NetSuite cases – Add or update cases into NetSuite with the configured custom field as the lookup identifier.
Before you begin
- Zendesk Support users must be available in NetSuite as employees.
- The Zendesk Support User Ids must be stored in a custom field in the NetSuite employee record.
Setup instructions
- Add subsidiary mappings (Standard, Hard-coded, etc.) for the Import NetSuite cases step.
- Configure your import mappings for the NetSuite Send to Customer and Company (InternalId) fields in the Import NetSuite cases step.
- Configure the advanced import mapping (Static: Value to Value lookup) for the Type (InternalId) field in the Import NetSuite cases step.
- Configure the advanced import mapping (Dynamic: NetSuite search lookup) for the Assigned To (Name) field in the Import NetSuite cases step.
Zendesk Support users to NetSuite employees
This integration exports recently created users from Zendesk Support as employees in NetSuite.
Flow details
Export source: Zendesk Support
Import destination: NetSuite
Built-in export: Get Zendesk Support users – Get all Zendesk Support users that were modified since the last flow run time.
Built-in output filter: filter records
Built-in import: Import NetSuite employees – Add or update employees into NetSuite with their email as the lookup identifier.
Setup instructions
- Add subsidiary mappings (Standard, Hard-coded, etc.) for the Import NetSuite employees step based on your business requirements.
- Configure your mappings for Default Currency (Internal Id) in the Import NetSuite employees step based on your business requirements.
NetSuite prospects to Zendesk Support organizations or users
This integration exports recently created prospects from NetSuite as organizations or users in Zendesk Support.
Flow details
Export source: NetSuite
Import destination: Zendesk Support
Built-in export: Get NetSuite prospects – Get all the prospects from NetSuite that were modified since the last flow run time.
Built-in input filter: filter records
Built-in import: Import Zendesk Support users – Add or update users into Zendesk Support with their email as the lookup identifier.
Built-in import: Import NetSuite prospects – Update the Organization and/or User Id in NetSuite using the Internal Id as the lookup identifier.
Before you begin
The user or organization’s email addresses should be present in NetSuite’s prospects.
Setup instructions
- Create a custom drop-down list in the Import Zendesk Support organizations step to configure the NetSuite status as a Zendesk Support organization in your import mappings.
- Create a custom text field in the Import Zendesk Support organization step to configure the NetSuite recordType as a Zendesk Support organization in your import mappings.
- Create a custom drop-down list in the Import Zendesk Support users step to configure the NetSuite status as a Zendesk Support user in your import mappings.
- Create a custom text field in the Import Zendesk Support users step to configure the NetSuite recordType as a Zendesk Support organization in your import mappings.
NetSuite prospects to NetSuite customers
This integration updates NetSuite prospects as NetSuite customers.
Flow details
Export source: NetSuite
Import destination: NetSuite
Built-in listener: Get NetSuite prospects – Get all prospects from NetSuite that are modified since the last flow runtime.
Built-in import: Import NetSuite customers – Update customers into NetSuite with the Internal Id as the lookup identifier.
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