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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 flow from Salesforce To 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 flow from NetSuite To 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. Payment Integration : The payment integration data flow constitute of retrieving data from Invoice/paymentdetails object of NetSuite and integrating with the Salesforce as receivables.

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NetSuite To Salesforce - Field Mapping



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Pre-requisites

Prerequisites For Integration

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

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

Using "Run Now" buttons button from DBSync platform

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

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