Moving from opportunity to Order

Pulkit Jain

• August 11, 2023 10:22

We are planning to move from SF to NS opportunity sync to order sync but as per this article i see there is a limitation on syncing the contact and Attachment in this scenario. What is the best way to overcome this limitation in celigo ?

https://docs.celigo.com/hc/en-us/articles/360035951132-Sync-Salesforce-Order-to-NetSuite-Sales-Order

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  sushil patil Senior Product Manager

  • August 31, 2023 08:05

  

  

  Hello Pulkit,

  The IA is designed to sync Contacts & Attachments of an Opportunity because as per our research that's the process most companies use. The best way to synchronize attachments and contacts from an Order is to create a custom flow per your business process. 

  Thanks,

  Sushil Patil.

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