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 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 Removed
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The template of Salesforce and Netsuite NetSuite comes as one project. However, for better explanation understanding, the data flow is broken down divided into two sections which are as follows :
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.
Account Integration: The
customer Customer integration data flow
constitute of constitutes retrieving data from the
account Account object of
salesforce Salesforce and integrating it with NetSuite as
customerCustomers.
- Contact Integration: The Contact integration data flow constitutes retrieving data from Contact object of Salesforce and integrating it with NetSuite as Contacts.
Product Integration: The
product Product integration data flow
constitute of constitutes retrieving data from the
product Product object of
the salesforce Salesforce and integrating it with NetSuite as
itemsItems.
- opportunity
Opportunity Integration
: The
opportunity Opportunity integration data flow
constitute of constitutes retrieving data from the
opportunity objects Opportunity object of
salesforce Salesforce and integrating it with NetSuite as
invoicesInvoices.
- Data -Flow flow from NetSuite To to Salesforce: This section explains the the data flow from the NetSuite platform to the Salesforce and sensationalized as Salesforce. 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.
- Customer Integration: The customer Customer integration data flow constitute of constitutes retrieving data from the Customer object of NetSuite customers and integrating it with Salesforce as Accounts.
- Contact Integration: The Contact integration data flow constitutes retrieving data from the Contact object of NetSuite and integrating with Salesforce as Contacts.
- Item Integration: The item Item integration data flow constitute of constitutes retrieving data from the items Item object of the NetSuite and integrating it with the Salesforce as productsProducts.
- Invoice Integration : The Invoice and its line items Line Items integration data flow constitute of constitutes retrieving data from the Netsuite Invoice object of NetSuite and integrating with the Salesforce as opportunity the Opportunity and its line itemsLine Items.
- payments Payment Integration : The payment Payment integration data flow constitute of constitutes retrieving data from the Invoice/Payment details object of NetSuite and integrating them it with the salesforce Salesforce as receivablesReceivables.
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Pre-requisites for Salesforce To NetSuite - Field Mapping |
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NetSuite To Salesforce - Field Mapping |
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Prerequisites For Integration |
To facilitate the data - flow between Salesforce and Netsuite NetSuite, the user has to do must meet the following requirements:
- Having Have a valid license to DBSync NetSuite and salesforce connector, user name and password to connect to DBSync iPaas platformSalesforce connector.
- Should have Have a valid user nameUsername, passwordPassword, Account ID to access NetSuite web serviceWeb Service, and application Application ID.
- Should have Have a valid usernameUsername, password Password of the salesforce production Salesforce Production instance.
- The connections have been must be rightly configured to the respective applications via the connector pages page of the this standard template provided by DBSync.
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Running the DBSync Salesforce & Netsuite package Installation in Salesforce |
- 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
- 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.
- Next, you will see the Installation page to Install DBSync: NetSuite Integration.
- You will see the radio button with 3 options like Install for Admins Only, All Users and Specific Profiles.
- Below this information, you will see the App Name, Publisher, Version name and Number.
- Click on View Component Button will show you the Package components for the details.
- Choose any one from the menu and click on the Install button to move further.
- 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.
- Once Installation is done you will see the Uninstall link on Salesforce Package Page to Uninstall the package.
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Getting Started With DBSync |
- Go to www.mydbsync.com & register for Free Trial. Ensure that the Source & Target Adapters are Salesforce & NetSuite respectively. Fill in the user registration form to complete registration.
- An Email will trigger from dbsync-notification@mydbsync.com to the registered Email ID. Click on the activation link to activate your DBSync account.
- Login to your DBSync account. Click on template library and Import the Salesforce & NetSuite - Bidirectional Integration template - to your workspace.
- 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.
- Run the integration by following the steps listed in the "Running The Integration" section.
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Running The Integrations |
DBSync integration of Salesforce & NetSuite can be triggered by
...
:
- Clicking on the "Run Now" button from the process listing page of DBSync.
- Using "DBSync Scheduler scheduler".
Using Clicking the "Run -Now Buttons From Now" button from the DBSync platform.
The user can has to login to DBSync with his/her valid credentials and hit the Run-now . Then, click on the "Run Now" button from the process listing page or from the workflow listing page.
Using DBSync Scheduler Scheduler.
- Scheduler available in DBSync Account account can be used to schedule the integrations and the detail . Details pertaining to usage of the DBSync scheduler is available from the link the http://help.mydbsync.com/docs/display/dbsync/Scheduler link.