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

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

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

Other popular Netsuite and Salesforce integrations

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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

Does NetSuite integrate with Salesforce?
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.
Does NetSuite speak Salesforce?
Yes and no. Both Salesforce and NetSuite APIs are based on the same REST framework (plus, both also provide SOAP). In addition to that, the structures for businesses and people are quite similar. For example, both systems have Opportunities and Contacts. However, not all objects can be mapped between NetSuite and Salesforce in a clean way. If mapping NetSuite’s Companies to Salesforce’s Accounts is pretty straightforward, with Sales data as well as Products and Prices for order management, it might become quite tricky quite fast – especially, considering that the prices structures between Salesforce and NetSuite are completely different. Plus not to forget that Salesforce makes it easy to create custom objects that will have no default equivalents in NetSuite.
What does NetSuite integrate with?
With elastic.io, you can integrate NetSuite with pretty much everything. We have several dozens pre-built connectors for mainstream enterprise systems, meaning that you can just select the connector, run the authorization with the system of your choice and start mapping objects right away. In addition to that, we offer several generic connectors with the help of which you can connect to fairly any API: REST, SOAP, OData – you name it.
How do I integrate NetSuite?
Our NetSuite connector supports both token-based as well as user credentials-based authentication mechanisms. After you’ve authenticated the service, you can select the object type and / or category, define the rules of data mapping, and that’s about it. After the configuration, you will run the connector to get sample data, thereby verifying if the mapping was done right.
How do I integrate Salesforce?
Salesforce authentication on elastic.io occurs via OAuth 2.0. For that, you’ll need to create a new App in your Salesforce with a specific callback URL; in our Salesforce Credentials documentation you’ll find more details about this process. After that, you can map the incoming data or query your Salesforce, and that’s it. At the end of the connector configuration, you’ll get a sample data and can check if the mapping satisfies your needs.
Does NetSuite integration with Salesforce require manual coding?
With the Salesforce SOQL Query, you’ll be required to write it using the Salesforce Object Query Language, but that’s about it. Everything else is pre-built for an easy and immediate use. Of course, you still have an option to add custom code with the help of our utility connectors if necessary. That is why elastic.io is a low-code integration platform – we strive to make integration work as easy and headache-free as possible, while still giving you the freedom to let your coding skills flourish if you wish so.
Why use elastic.io for NetSuite integration with Salesforce?
There are so many solutions and platforms out there that help sync data between systems, Salesforce themselves offer an app called Breadwinner to build a bridge between Salesforce and a number of accounting software, plus NetSuite. So why choose elastic.io? An integration platform should ideally be able to accommodate for future integration use case, be powerful enough to support real-time integrations, and provide ample tools for even most complex data transformation scenarios. The elastic.io iPaaS comes with dozens of pre-defined connectors and several generic utility connectors to help you add more systems to your integration landscape with minimal time and effort investment. For data sync, you are free to choose between batch- or event-based. At the core of our data mapper, lies JSONata – the best powerful query and transformation language on the current market. But let our platform do all the talking – get a free demo or even better, try it yourself for 14 days obligations-free (the trial can be easily extended upon request).