NetSuite and Salesforce CRM Integration
NetSuite and Salesforce CRM integrations simplified with APPSeCONNECT’s advanced iPaaS. The NetSuite and Salesforce CRM connector streamlines essential business operations and optimizes data flow within your organization effectively.
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Endpoints for NetSuite and
Salesforce CRM Integration
Customer
Contact
Price
Order
Payment
Invoice
Standard Features Covered in Our NetSuite and Salesforce CRM Integration Template
Account / Customer Sync
- Customers created in NetSuite ERP will be synced to Salesforce CRM as Accounts. Similarly, Accounts created in Salesforce will also be synced to NetSuite as Customers.
- The following details are the key information synced between the two platforms:
- Name and general information with the NetSuite Customer Number
- Default address details and additional addresses
- Associated price levels
- Any additional custom field can also be synced
Contact
- Multiple contacts can exist under a customer/account in NetSuite/Salesforce and can be bidirectionally synced between the two platforms to ensure accurate customer/account record assignment.
Price Level and Price Books
- Pricelists created in NetSuite will be synced with the Pricebooks in Salesforce which contains the respective product prices.
- Base price level of items will be synced as standard price in Salesforce.
This is a uni-directional sync process as NetSuite……./.
Item
- Items created in NetSuite will be synced to Salesforce CRM with the respective item attributes containing custom fields.
- The pricebooks entries will be created for the respective item and its price-level combination.
- Products marked as inactive in NetSuite will also be marked as inactive in Salesforce.
Estimate
- Quotes created in Salesforce will be synced to NetSuite as Estimate, with the line item and price details.
- Sales reps from NetSuite will also be synced to Salesforce with the expiry date details, ensuring downstream processes like commission calculations, price changes, etc. are fully intact
Order
- Orders created in NetSuite will be synced to Salesforce as Sales Order.
- If the order is made in respect of a quote, it will be synced to the quotation record in Salesforce.
- The order will also sync with the accurate account and will come along with the line item
Invoice
- Invoices created in NetSuite will be synced to Salesforce as Invoice (custom object). It will be automatically synced to the related Sales Order and Account
Payment
- Customer payments posted in NetSuite will be synced to Salesforce under respective invoice, helping the Sales reps to check A/C receivables when following up with the customer.
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Connect NetSuite and Salesforce
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Customer Success Stories
With APPSeCONNECT, Hernon achieved a zero-business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
Showcase managed to sync their inventory seamlessly with the help of APPSeCONNECT and provide the best-in-class products to 100+ stores across North America.
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
