Sync Notes and Attachment of SF Account in to NetSuite Customer record under the Communication > File sublist

Antonio Jr

• December 02, 2022 12:50

Client wants to have the Notes & Attachments of a Salesforce Account be synced to the NetSuite Customer record under the Communication > Files subtab. Similar to how the Salesforce Opportunity Attachments to NetSuite Order Attachments Add/Update work.

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  Anitha Abraham Community manager Principal Technical Writer

  • January 09, 2023 12:06

  

  Antonio Jr, thanks for your suggestion! I've added your suggestion to the product portal for the PM to evaluate it.
  Next time, please provide your suggestions or ideas on the Product portal. 
  (I've moved this post to the Enhancements section.)

   

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  sushil patil Product Manager

  • January 09, 2023 13:48

  Hello Antonio Jr IA can sync notes from Salesforce Account to the NetSuite customer flow by adding mappings, But If account sync needs to be done from Salesforce Opportunity, then it may error out.
  
  reg: Attachments/Files, it's not possible, we did it for only transaction records.

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