DBSync Cloud Workflow (iPaaS)

2022

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  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. Product Integration: The product integration data flow constitute of retrieving data from the product object of the Salesforce and integrating with NetSuite as items
    3. 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. Item Integration: The item integration data flow constitute of retrieving data from the item object of NetSuite and integrating with the Salesforce as products.
    3. 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 opportunity and its line items.
    4. Payments Payment Integration : The payment integration data flow constitute of retrieving data from payment Receipt Invoice/paymentdetails object of NetSuite and integrating them with the Salesforce as receivables.

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    • Having a valid license to DBSync NetSuite and Salesforce connector, username and password to connect to DBSync iPaas platform.
    • 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 pages page of the standard template provided by DBSync.

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