Docs Support
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Recent activity by Docs Support-
Thank you for your feedback. We have edited the article to mention that the dropdown "NetSuite Items to Sync" impacts the saved search. We are aware that the first criterion is not overridden and h...
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By default, the flow will sync non-inventory, inventory, service, kit and assembly item types using Celigo Salesforce (IO) Item Export saved search in NetSuite. You may create a saved search to cus...
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Official comment Please reach out through support so that we can debug the issues and help you with it.
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Official comment Hi Damon, We have recorded this is our product backlog and added to the Salesforce - NetSuite enhancements thread. This is added to the enhancements requests section. https://docs.celigo.com/hc/en...
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Hi James, We believe you have built a custom flow in integrator.io with a script to remove the html tags, to achieve your use case. Some of our customers do not use the description field in quote...
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Official comment Yes, prospect is a different record type in NetSuite, and the Salesforce Account to NetSuite Customer flow in Salesforce - NetSuite (IO) integration application syncs to customer record type. You ...
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Official comment Please raise a support case. We can help you resolve this. Thank you, Celigo Product Team
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'Subsidiaries' and 'Tax Schedules' are important for Salesforce-NetSuite IA. 'Billing Schedule' is usually not required. We recommend 'Custom Fields' and 'Custom Lists' to be changed to Full. Our ...
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Purpose of the document is to list the permissions required in NetSuite to manage the integration application, in case you wish to set up a custom role. You may use Celigo integrator.io Full Access...
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The field Account Balance is a custom field created during the Salesforce NetSuite (IO) integration app installation. The fields, components and custom objects will be available post installation. ...