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NetSuite - Salesforce Integration

An easy-to-configure solution for NetSuite integration with Salesforce to sync opportunities, contracts, orders and so much more without spending hours and hours on manual coding, debugging and testing. Get a tour or sign up for a 14 days free trial down below.

Netsuite integration with salesforce

The elastic.io iPaaS was built by integrators for integrators, providing them with the powerful tools to quickly build common as well as use-case specific NetSuite to Salesforce integration flows.

The low code-first, event-driven integration platform is suitable for any type of data sync scenario - even when the NetSuite integration with Salesforce relies on real-time data updates. Using the pre-built connectors and our tools for integrations visualisation, intuitive data mapping and easy troubleshooting, you can noticeably speed up your NetSuite to Salesforce integration work through reduced effort and time investment.

NetSuite Integration with Salesforce shouldn't be hard or complicated

NetSuite integration with Salesforce by Object
  • Connect to the NetSuite and Salesforce APIs with the elastic.io pre-built and quickly configurable connectors
  • Select the objects you would like to sync for your NetSuite integration with Salesforce from a dropdown menu, be it custom or built-in ones
  • Add your own rules for data transformation: combine or split, reroute the message, and add your own custom logic
  • You have the freedom to keep each integration flow as small as possible by implementing a modular flow architecture
  • Add complementary pieces of code on the fly by using our very own Node JS utility connector
  • Easily monitor and maintain your flows, from daily execution statistics to error tracking and logs records – all searchable by names, dates and different warning levels

Triggers & Actions

NETSUITE
2019.1 version
SALESFORCE
API Version 46.0

TRIGGERS
When this happens:

Fundamental:

A new object of any type was created in NetSuite (e.g. Opportunity, Customer, Transaction)

An existing object of any type was updated in NetSuite

Fundamental:

A custom or built-in object in Salesforce is created (e.g. Account, Contact, Lead, Contract, Product)

A custom or built-in object was updated in Salesforce

Advanced:

An object was updated since the last polling time

A set of objects was updated since the last polling time

See NetSuite triggers documentation

Advanced:

An SOQL query returned a result:

For example: Check the account and contact associated with a recently updated
opportunity or Set the currency to the corporate currency when a new opportunity is
created

Receive Salesforce platform events as notification such as “a new order placement” or “order was shipped” upon their creation

See Salesforce triggers documentation


ACTIONS
Do this:

Fundamental:

Create a new standard or custom object in NetSuite if the ID doesn’t exist

Update an existing standard or custom object by ID

Delete a standard or custom object in NetSuite by ID

Lookup a standard or custom object by ID

Lookup for objects available in NetSuite which meet given criteria:

Basic search on a record type based on search filter fields that are specific to that type. For example: Search contacts by a provided email

Fundamental:

Create a new object in Salesforce (e.g. Account, Lead, Contact, Opportunity)

Create or update a selected object in Salesforce

Delete an object in Salesforce by a selected field (e.g. Account ID or Contract ID)

Lookup a list of objects that satisfy specific criteria

Lookup an object available in Salesforce by a selected field (e.g. Account ID or Contract ID)

Advanced:

Lookup for objects available in NetSuite which meet given criteria:

Joined search on a record type based on search filter fields on an associated record type. For example: Search contacts associated with customers

Advanced search on a record type in which you specify search filter fields. For example: Execute a saved search and then provide additional search filter criteria

See NetSuite actions documentation

Advanced:

Filter your organization’s data for specific information using SOQL

Quickly load large amounts of data from CSV file into Salesforce - bulk create/update/delete/upsert action

Fetch records to a CSV file - bulk query action

See Salesforce actions documentation

Mapping data is just the first step...

Reduce customer churn with Embedded Integration

transform data

using the powerful JSONata language

Keep your costs at bay with Reduce customer churn with Embedded Integration

orchestrate data flows

with the help of Content-Based Router

Increase product adoption with Embedded Integration

filter data

using a custom condition defined with JSONata

The many wonders of NetSuite Integration with Salesforce via elastic.io

Share workspace to promote teamwork

Share workspace to promote teamwork

Invite other members of your team to collaborate on automation flows and easily control what they can see and do by assigning the workspace-specific user roles

Speed up integration project execution

Speed up integration project execution

The low code-first approach and intuitive data mapping tools help your IT team noticeably speed up their automation work through reduced effort and time investment

Debug integration flows with less hustle

Debug automation flows with less hustle

View all logs at once and filter them by flow name, date and output level with Trace, Debug, Info, Warning or Error handles, or get executions logs at a single flow step


Connect cloud-to-ground when needed

Connect cloud-to-ground when needed

Use a secure VPN tunnel to communicate data to or from your local resource, e.g. your internal database, with an easily configurable VPN Local Agent

Build complex integrations with ease

Build complex integrations with ease

Add complementary pieces of code on the fly, implement a modular flow architecture with the PubSub functionality, and trigger executions via webhooks or AMQP

Expand integration landscape when ready

Expand software landscape when ready

In addition to using dozens of application-specific, pre-built templates, you can easily connect to any API with our REST, SOAP, OData, SQL and other utility connectors

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NetSuite Integration with Salesforce – FAQs

The short answer is yes. Pretty much any software can be integrated with another software. It usually comes down to the amount of time and effort for such project. Thankfully, both NetSuite ERP and Salesforce CRM offer good APIs that make integrating the two with one another considerably easier.