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Overview

DBSync for Salesforce & NetSuite integration template is easy to use integration solution to integrate Salesforce Accounts, Contacts, Products, Opportunity with NetSuite Customers, Contacts, Items, Invoices and vice-versa. DBSync provides bi-directional sync between Salesforce and NetSuite with the pre-built field to field mappings along with flexibility for more complex and dynamic mapping capabilities. DBSync with an automatic online update, enables customers to enjoy all the product updates and features with every new release.


Data Flow

The data flow of bidirectional integration between Salesforce & NetSuite is shown in the below table.


Process Map

The process map of bidirectional integration between Salesforce & NetSuite is as shown in the below image. 

Although the template of Salesforce and NetSuite comes as one project, for better explanation the data flow is broken down into two sections 

  1. Data flow from Salesforce to NetSuite: This section explains the data flow from Salesforce to NetSuite platform and sensationalized as per entity so that readers can understand the integration requirement and configure their template without any help from DBSync support team. 

    1. Account Integration: The customer integration data flow constitute of retrieving data from the account object of Salesforce and integrating with NetSuite as customers.

    2. Contact Integration: The contact integration data flow constitute of retrieving data from contact object of Salesforce and integrating with NetSuite as contacts.
    3. Product Integration: The product integration data flow constitute of retrieving data from the product object of the Salesforce and integrating with NetSuite as items.

    4. Opportunity Integration: The opportunity integration data flow constitute of retrieving data from the opportunity object of Salesforce and integrating with NetSuite as invoices.

  2. Data flow from NetSuite to Salesforce: This section explains the data flow from NetSuite platform to  Salesforce and sensationalized as per entity so that the readers can understand the integration requirement and configure their template without any help from DBSync support team. 
    1. Customer Integration: The customer integration data flow constitute of retrieving data from customer object of NetSuite and integrating with Salesforce as Accounts.
    2. Contact Integration: The contact integration data flow constitute of retrieving data from contact object of NetSuite and integrating with Salesforce as contacts.
    3. Item Integration: The item integration data flow constitute of retrieving data from the item object of NetSuite and integrating with the Salesforce as products.
    4. Invoice Integration: The invoice and its line items integration data flow constitute of retrieving data from the invoice object of NetSuite and integrating with the Salesforce as the opportunity and its line items.
    5. Payment Integration: The payment integration data flow constitute of retrieving data from Invoice/payment details object of NetSuite and integrating with the Salesforce as receivables.


Salesforce To NetSuite - Field Mapping

NetSuite To Salesforce - Field Mapping

Prerequisites For Integration

To facilitate the data flow between Salesforce and NetSuite, user has to do the following

    • Have a valid license to DBSync NetSuite and Salesforce connector.
    • Should have a valid username, password, account id to access NetSuite web service, and application ID.
    • Should have a valid username, password of the Salesforce production instance.
    • The connections have been rightly configured to the respective applications via connector page of this standard template provided by DBSync.


Getting Started With DBSync

  1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & NetSuite respectively and fill in the user registration form to complete registration.
  2. An email would have been triggered from dbsync-notification@mydbsync.com to the registered email id. Click on the activation link to activate your DBSync account
  3. Login to your DBSync account, click on template library and Import the Salesforce & NetSuite - Bidirectional Integration template to your workspace.
  4. Clicking on "Launch Development studio" will redirect the user to connectors landing page, configure both of salesforce and NetSuite connectors respectively by following the steps as listed in the link NetSuite Connector
  5. Now run the integration by following the steps listed in the latter section "Running The Integration".


Running The Integrations

DBSync integration of Salesforce & NetSuite can be triggered by

  1. Using "Run Now" button from process listing page of DBSync.
  2. Using "DBSync scheduler".

Using "Run Now" button from DBSync platform

The user has to login to DBSync with his valid credentials and hit the "Run Now" button from the process listing page or from the workflow listing page. 

Using DBSync Scheduler 

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