Salesforce & NetSuite Bidirectional Integration

DBSync for Salesforce & NetSuite integration template is easy to use integration solution. It integrates Salesforce Accounts, Contacts, Products, Opportunity with NetSuite Customers, Contacts, Items, 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 capabilities. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

The data flow of bidirectional integration between Salesforce & NetSuite is shown in the table below.

The process map of bidirectional integration between Salesforce & NetSuite is as shown in the image below. 

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

1. Data flow from Salesforce to NetSuite: This section explains the data flow from Salesforce to NetSuite platform. The information is presented 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 constitutes retrieving data from the Account object of Salesforce and integrating it with NetSuite as 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 integration data flow 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 Opportunity object of Salesforce and integrating it with NetSuite as Invoices.

2. Data flow from NetSuite to Salesforce: This section explains the data flow from 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 DBSync support team.
   1. Customer Integration: The Customer integration data flow constitutes retrieving data from Customer object of NetSuite and integrating it with Salesforce as Accounts.
   2. Contact Integration: The Contact integration data flow constitutes retrieving data from 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 Invoice/Payment details object of NetSuite and integrating it with Salesforce as Receivables.

To facilitate the data flow between Salesforce and NetSuite, 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 connector page of this standard template provided by DBSync.

1. 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.
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 connectors landing page. Configure both of 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 "Running The Integration" section.

DBSync integration of Salesforce & NetSuite can be triggered by:

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

Clicking "Run Now" button from 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 DBSync scheduler is available from the http://help.mydbsync.com/docs/display/dbsync/Scheduler link.