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DBSync for Salesforce & NetSuite Integration integration template is an easy to use application to integrate integration solution. It integrates Salesforce Accounts, Contacts, Products, Opportunity with NetSuite customersCustomers, Contacts, Items and Invoices. DBSync is also useful to migrate historical QuickBooks data into Salesforce or vice versa. DBSync provides Bi-directional sync with pre-built field to field map , 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 capability. DBSync also has an capabilities. DBSync's automatic online update , enabling DBSync enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data The data flow of Bi-directional bidirectional integration between Salesforce & NetSuite is shown in the table below table. Image Removed

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The Process Map of Bi-directional process map of bidirectional integration between Salesforce & NetSuite is as shown in the image below image. Image RemovedFor better explaination

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The template of Salesforce and NetSuite comes as one project. However, for better understanding, the data flow is breaked divided into two section sections:

...

1. Data

   -Flow

   flow from Salesforce

   To

   to NetSuite

   
   

   : This section explains the the data flow from salesforce Salesforce to the Netsuite platform and sensationalized as NetSuite platform. The information is presented per entity so that the readers can understand the integration requirement and configure their template without any help from the DBSync support teams team. 

   1. Account Integration: The

      customer

      Customer integration data flow

      constitute of

      constitutes retrieving data from the Account object of

      salesforce

      Salesforce and integrating it with NetSuite as

      customer

      Customers.

   2. Contact Integration: The Contact integration data flow constitutes retrieving data from Contact object of Salesforce and integrating it with NetSuite as Contacts.

   3. Product Integration: The

      product

      Product integration data flow

      constitute of

      constitutes retrieving data from the Product object of Salesforce and integrating it with NetSuite as Items.

   4. Opportunity Integration: The Opportunity integration data flow constitutes retrieving data from the

      product

      Opportunity object of

      the salesforce and integrating it NetSuite as items
   5. opportunity Integration : The opportunity integration data flow constitute of retrieving data from the opportunity objects of salesforce and integrating with NetSuite as invoices.
2. Data-Flow from NetSuite To Salesforce

• Integration of Salesforce to QB transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.

• It is mandatory that SF Opportunity (to be integrated with QB Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration.

1. 1. Salesforce and integrating it with NetSuite as Invoices.

2. Data flow from NetSuite to Salesforce: This section explains the data flow from the NetSuite platform to Salesforce. The information is presented per entity so that readers can understand the integration requirement and configure their template without any help from the DBSync support team.
   1. Customer Integration: The Customer integration data flow constitutes retrieving data from the Customer object of NetSuite and integrating it with Salesforce as Accounts.
   2. Contact Integration: The Contact integration data flow constitutes retrieving data from the Contact object of NetSuite and integrating with Salesforce as Contacts.
   3. Item Integration: The Item integration data flow constitutes retrieving data from the Item object of NetSuite and integrating it with Salesforce as Products.
   4. Invoice Integration: The Invoice and its Line Items integration data flow constitutes retrieving data from the Invoice object of NetSuite and integrating with Salesforce as the Opportunity and its Line Items.
   5. Payment Integration: The Payment integration data flow constitutes retrieving data from the Invoice/Payment details object of NetSuite and integrating it with Salesforce as Receivables.

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To facilitate the data flow between Salesforce and NetSuite, the user must meet the following requirements:

• • Have a valid license to DBSync NetSuite and Salesforce connector.
  • Have a valid Username, Password, Account ID to access NetSuite Web Service, and Application ID.
  • Have a valid Username, Password of the Salesforce Production instance.
  • The connections must be rightly configured to the respective applications via the connector page of this standard template provided by DBSync.

1. Install the DBSync Salesforce package for Salesforce & NetSuite integration solution from the AppExchange using the following link - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1I000003B2GP
2. Once you click on the above link, you will get a prompt to enter the Username and Password of Salesforce instance. Provide the necessary Salesforce credentials to proceed with the package installation. The Salesforce user installing the package should have the administrative privileges to proceed with the installation.
3. Next, you will see the Installation page to Install DBSync: NetSuite Integration.
4. You will see the radio button with 3 options like Install for Admins Only, All Users and Specific Profiles.  
5. Below this information, you will see the App Name, Publisher, Version name and Number. 
6. Click on View Component Button will show you the Package components for the details.
7. Choose any one from the menu and click on the Install button to move further.
8. Once the installation is complete it will show a message "Installation Complete" then click on Done button will redirect you to the Salesforce Imported Package Page.
9. Once Installation is done you will see the Uninstall link on Salesforce Package Page to Uninstall the package.
   
   

1. Go to www.mydbsync.com & register for Free Trial. Ensure that the Source & Target Adapters are Salesforce & QuickBooks NetSuite respectively. Salesforce credentials and QuickBooks location should be saved in your DBSync profile and QuickBooks web connector should be configured. Please refer the below wiki link for detailed steps. http://help2.mydbsync.com/docs1/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnectorFill in the user registration form to complete registration.
2. An Email will trigger 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 the connectors landing page. Configure both Salesforce and NetSuite connectors respectively by following the steps as listed in the NetSuite Connector link.
5. Run the integration by following the steps listed in the "Running The Integration" section.

DBSync integration of Salesforce & NetSuite can be triggered by:

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

Clicking the "Run Now" button from the DBSync platform.

The user has to login to DBSync with his/her valid credentials. Then, click on the "Run Now" button from the process listing page or from the workflow listing page. 

Using DBSync Scheduler. 

• Scheduler available in DBSync account can be used to schedule the integrations.  Details pertaining to usage of the DBSync scheduler is available from the http://help.mydbsync.com/docs/display/dbsync/Scheduler link.