Understand the Salesforce – NetSuite SuiteBilling quickstart integration template

Naga Sri Hari Gonaboyina

Updated October 18, 2024 08:45

The Salesforce – NetSuite SuiteBilling quickstart integration template helps to integrate your Salesforce account with the NetSuite account and automates the quote-to-cash process through a set of pre-built integration flows. These flows help you to sync your billing accounts, opportunities, orders, quotes, quote DocuSign files, subscriptions (custom record), and subscription change orders (custom record) between Salesforce and NetSuite.

Subscription flows

Change order flows

Billing account flow

Files flow

Features

Optimize invoice operations by automatically exporting subscriptions from orders, opportunities, quotes, and contracts in real-time.
New customer, billing account, and subscription records will be created when an opportunity, order, quote, or contract is exported from Salesforce to NetSuite.
Easily import Docusign files to NetSuite from Salesforce.

Key benefits

Comprehensive out-of-the-box flows: Optimize the quote-to-cash automation experience by exporting and syncing subscriptions from opportunities, orders, quotes, and contracts in real-time.
Intuitive setup without coding: Experience faster time-to-value and higher efficiencies with our prebuilt, out-of-the-box integrations that require minimal IT support. Take control of your integrations with tools that allow you to make and configure mapping changes on the fly.
Streamlined business operations: Scale up your operational efficiency by automating redundant and laborious manual tasks and processes.
Top-tier support with low maintenance: Minimize ongoing costs through continuous upgrades, maintenance, and support. Dashboards offer sophisticated self-service error handling and integration summaries.

Supported integration flows

The Celigo quickstart bundle contains workflows that you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

Salesforce to NetSuite

Flow	What's not supported
Salesforce opportunities to NetSuite customer, billing account, subscription, and sales order	Update subscriptions and sales orders
Salesforce orders to NetSuite customer, billing account, subscription, and sales order	Update subscriptions and sales orders
Salesforce quotes to NetSuite customer, billing account, subscription, and sales order	Update subscriptions and sales orders
Salesforce contracts to NetSuite customers, billing accounts, subscriptions, and sales orders	Update subscriptions and sales orders
Salesforce subscriptions (custom record) to NetSuite subscription change orders for price/quantity	–
Salesforce subscriptions (custom record) to NetSuite subscriptions, and sales orders for add item	Add subscriptions and update sales orders
Salesforce opportunities (with existing subscription) to NetSuite subscriptions and sales orders for add Item	Add customers, billing accounts, and subscriptions
Salesforce billing accounts (custom record) to NetSuite billing accounts	–
Salesforce quote DocuSign files to NetSuite sales orders attachments	–

NetSuite to Salesforce

Flow	What's not supported
NetSuite subscription to Salesforce subscription (custom record)	–
NetSuite subscription change orders to NetSuite subscriptions for status sync	Add subscriptions
NetSuite subscription change orders to Salesforce subscription change orders (custom record)	–

Error handling

Most integrator.io error messages clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support.

For errors passed through from Salesforce or NetSuite, see the respective endpoint documentation.