2022

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Overview

DBSync for Salesforce & NetSuite Integration is an easy to use application to integrate Salesforce Accounts, Products, Opportunity with NetSuite customers, 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 along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

Data Flow

Data flow of Bi-directional integration between Salesforce & NetSuite is shown in the below table.



Process Map

The Process Map of Bi-directional integration between Salesforce & NetSuite is shown in the below image. 

For better explaination the data flow is breaked into two section 

  1. Data-Flow from Salesforce To NetSuite

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

    1. Account Integration:The customer integration data flow constitute of retrieving data from Account object of salesforce and integrating it with NetSuite as customer
    2. Product Integration: The product integration data flow constitute of retrieving data from the product object of the salesforce and integrating it NetSuite as items
    3. 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



Pre-requisites for Integration

  • 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.


DBSync Profile Setup

  1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks respectively.
  2. 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+WebConnector


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