This flow syncs Salesforce billing accounts as NetSuite billing accounts. When a billing account is added/updated in Salesforce, this integration flow exports billing account information from Salesforce to NetSuite billing account.
Flow details
- Export source: Salesforce
- Built-in Listener: Get Salesforce billing accounts(custom record) – get all billing accounts from Salesforce.
- Import destination: NetSuite
- Built-in import: Import NetSuite customers - add/update customers into NetSuite with the configured custom field as the lookup identifier.
- Built-in import (NetSuite ID write back): Import Salesforce accounts - update accounts into Salesforce with ID as the lookup identifier.
- Built-in import: Import NetSuite billing accounts - add/update billing accounts into NetSuite with the configured custom field as the lookup identifier.
- Built-in input filter: Import Salesforce billing accounts (custom record) - filter for NetSuite record ID that is empty.
- Built-in import (NetSuite ID write back): Import Salesforce billing accounts (custom record) - update billing accounts into Salesforce with ID as the lookup identifier.
Before you begin
- The billing schedule name in Salesforce and billing schedule name in NetSuite should be the same.
Setup instructions
- Add the subsidiary mapping according to your business requirements in Import NetSuite customers, before running the flow.
- Configure the following static mapping according to your business requirements in Import NetSuite billing accounts, before running the flow.
- Configure the following static mapping according to your business requirements in Import NetSuite customers, before running the flow.