Salesforce billing accounts (custom record) to NetSuite billing accounts

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

1. Add the subsidiary mapping according to your business requirements in Import NetSuite customers, before running the flow.
2. Configure the following static mapping according to your business requirements in Import NetSuite billing accounts, before running the flow.

3. Configure the following static mapping according to your business requirements in Import NetSuite customers, before running the flow.