Overview |
DBSync for Salesforce & NetSuite integration template is easy to use integration solution to integrate Salesforce Accounts, Products, Opportunity with NetSuite Customers, 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 with an automatic online update, enables customers to enjoy all the product updates and features with every new release.
Data Flow |
The data flow of bidirectional integration between Salesforce & NetSuite is shown in the below table.
Process Map |
The process map of bidirectional integration between Salesforce & NetSuite is as shown in the below image.
Although the template of Salesforce and NetSuite comes as one project, for better explanation the data flow is broken down into two sections
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.
Account Integration: The customer integration data flow constitute of retrieving data from the account object of Salesforce and integrating with NetSuite as customers.
Product Integration: The product integration data flow constitute of retrieving data from the product object of the Salesforce and integrating with NetSuite as items.
Opportunity Integration: The opportunity integration data flow constitute of retrieving data from the opportunity object of Salesforce and integrating with NetSuite as invoices.
Salesforce To NetSuite - Field Mapping |
NetSuite To Salesforce - Field Mapping |
Prerequisites For Integration |
To facilitate the data flow between Salesforce and NetSuite, user has to do the following
Getting Started With DBSync |
Running The Integrations |
DBSync integration of Salesforce & NetSuite can be triggered by
Using "Run Now" button from DBSync platform
The user has to login to DBSync with his valid credentials and hit the "Run Now" button from the process listing page or from the workflow listing page.
Using DBSync Scheduler