How to Integrate Salesforce with Netsuite: The Comprehensive Guide

What is Netsuite?

NetSuite is an ERP suite that provides a single, integrated view for managing all aspects of business operations. It streamlines everything from sales to manufacturing, inventory to logistics, and finance to human resources. NetSuite’s key features include accounting, finance, global business, inventory, and order processing. It also offers a CRM system that provides real-time customer management and ERP services, including marketing automation, campaign tracking, customer service management, order management, forecasting, and fully integrated e-commerce.

NetSuite’s ERP system manages key functions related to finance, inventory, orders, and other major business aspects. All modules of NetSuite share a common central database through which information from the entire system is updated in real time and is made accessible to authorized users across all business functions. With NetSuite, businesses can benefit from increased visibility into real-time financial data, reliable updates, and automated accounting processes that eliminate the need for mundane tasks like manual data entry or reporting.

Pros and Cons of Using Netsuite

Netsuite is an Enterprise Resource Planning (ERP) system that streamlines business operations, from sales to finance to human resources. Here are some advantages of using Netsuite for your business:

• Improved visibility into real-time financial data
• Automated accounting processes, eliminating manual tasks
• Streamlined lead-to-cash operations between CRM and ERP
• Enhanced customer experience through targeted email campaigns
• Accurate sales forecasting for better capitalization on opportunities
• Real-time dashboards for identifying key metrics in customer service, sales, and marketing
• Cloud-based software for reliable and accessible updates from anywhere

Here are some of the disadvantages of using Netsuite for your business:

Integrating Netsuite with Salesforce can be challenging and time-consuming. Netsuite can only show data once the opportunity closes, whereas Salesforce shows pipeline and revenue schedules but doesn’t pull in expense data. Getting data from both systems requires someone to manually enter data into spreadsheets or share via email, resulting in delays, errors, and inconsistent visibility for all departments. This process is tedious and relies on manual data entry.

How to integrate Salesforce with Netsuite

Source: Breadwinner

Step 1: Generate and add Restlet scripts on the NetSuite platform

Restlet scripts are essential components for integrating Salesforce with Netsuite. These scripts enable the creation of new fields and contacts in Netsuite and automate the integration process. To generate and add Restlet scripts on the Netsuite platform, follow these steps:

1. Configure and add Restlet Scripts on Netsuite – For each object that needs integration between Netsuite and Salesforce, create separate JS files. These JS files should be added to Netsuite to create new fields and contacts. Note that you need to create new files for every new object that requires synchronization.
2. Create an Authentication in Salesforce – Data security and privacy are critical issues for every data transfer or online transaction. Authentication and verification are necessary for any data transfer, regardless of the amount of data involved. Use your Netsuite credentials or Salesforce authentication to retrieve data from Netsuite. However, using Salesforce to retrieve data from Netsuite is the preferred approach.
3. Run Data Load between Salesforce and Netsuite – Batch processing is the recommended option for data transferring between two systems. Create separate web services in Salesforce and Netsuite for data transfers between the two platforms.

Note that you must create separate JS files for each new object that requires synchronization. Also, keep in mind that the Netsuite REST API is still in beta, and some fields may not be available. Check the latest updates in the Netsuite REST API Browser documentation.

Step 2: Authenticate NetSuite account in Salesforce

To authenticate a NetSuite account in Salesforce when integrating the two platforms, follow these steps:

1. Enable the NetSuite REST API services in your NetSuite account by checking the features in the top menu Setup/Enable features. Additionally, ensure that the required permissions have been assigned to the user role.
2. Create separate JavaScript files for each object you want to synchronize between NetSuite and Salesforce. These files should be added to NetSuite to create new fields/contacts.
3. In Salesforce, create an authentication with your NetSuite credentials or Salesforce to retrieve data from NetSuite. It is generally recommended to use Salesforce to retrieve data from NetSuite.
4. Run batches of classes between Salesforce and NetSuite for data transfer. Although real-time data sync is possible, batch processing is a better option.

Potential issues that may arise during the authentication process include:

• Invalid NetSuite credentials or API key
• Incorrect NetSuite account permissions
• Firewall restrictions blocking access to NetSuite API

To troubleshoot these issues, ensure that the correct credentials and permissions are used, and check with your IT department to ensure that firewall restrictions are not blocking access to the NetSuite API.

Step 3: Run batches of classes between Salesforce and Netsuite

To run batches of classes between Salesforce and NetSuite for successful integration, follow these steps:

1. Generate and add Restlet Scripts on the NetSuite Platform.
2. Authenticate NetSuite Account in Salesforce.
3. Create a batch class that implements the Database.Batchable interface and allows callouts to the NetSuite platform. This class will define the scope of the batch process, which objects to process, and the size of the batch.
4. Schedule the batch job to run at the desired frequency using the Salesforce scheduler. This can be done by navigating to Setup > Scheduled Jobs > Schedule Apex.
5. Monitor the batch job’s progress by checking the Apex Jobs page in Salesforce. This will show the status of the batch job, including any errors that may have occurred.

Here is an example of a batch class that can be used to sync Salesforce accounts with NetSuite customers:

global class NetSuiteBatchApexWebCalloutClass implements Database.Batchable, Database.AllowsCallouts {

global List<Account> accountsToTarget;

private NetSuiteBatchApexWebCalloutClass(){}

global NetSuiteBatchApexWebCalloutClass(Set<Id> accRecIds){

accountsToTarget = [SELECT Id, Name, Owner.Name, NetSuiteCustomerId__c FROM Account WHERE Id IN :accRecIds];

}

global Iterable<Account> start(Database.BatchableContext BC){

return accountsToTarget;

}

global void execute(Database.BatchableContext BC, List<Account> scope){

for(Account a : scope){

NetSuiteWebserviceCallout.createNSCustomerRecord(a);

}

}

global void finish(Database.BatchableContext info){}

}

By running this batch class, Salesforce accounts will be synced with NetSuite customers in batches, ensuring efficient and accurate data transfer between the two systems. It is important to schedule the batch job to run at a frequency that meets your business needs and to monitor its progress regularly to ensure successful integration.

Step 4: Transfer data in Netsuite and Salesforce

There are two methods of data transfer: manual and automatic. The manual transfer involves exporting data from one system and importing it into the other, whereas automatic transfer involves setting up a batch process to transfer data on a regular basis.

To configure data transfer settings, start by mapping fields between the two systems. This ensures that the data is transferred accurately and consistently. Then, set up the batch process to run at a frequency that suits your needs. If you experience any issues during the transfer process, troubleshoot by checking the mapping of fields and ensuring that the data is formatted correctly. It’s also important to ensure that the data being transferred is relevant to both systems and that there is no duplication of data.

Step 5: Incorporate authentication requests

To incorporate authentication requests when integrating Salesforce with Netsuite, it’s recommended to authenticate NetSuite credentials in Salesforce and use Salesforce to retrieve data from NetSuite. Here is a step-by-step guide on how to set up the authentication process:

• Enable the NetSuite REST API feature in your account and assign the required permissions to the user role.
• Create Restlet scripts for each object to integrate between NetSuite and Salesforce and add them to NetSuite.
• Authenticate your NetSuite account in Salesforce using either your NetSuite or Salesforce credentials.
• Run batches of classes between Salesforce and NetSuite for data transfer. It’s recommended to use batch processing instead of real-time processing.

Note that the NetSuite REST API is still in beta, so it’s important to check the documentation for the latest updates. Also, ensure that data flows are secure and backed up to minimize the risk of security problems.

Step 6: Leverage custom-built integration solutions

Custom-built integration solutions offer a seamless way to integrate Salesforce with Netsuite. These solutions are cost-effective and can be tailored to meet your unique business needs. When selecting an integration partner, it’s important to choose a reliable one who can collaborate with you throughout the integration process. Key considerations to keep in mind during implementation include understanding your current and future demands for the integration, ensuring complete visibility across different business applications, and discussing the quantity and quality of support you’ll receive once the integration is complete. By leveraging a custom-built integration solution, you can enhance forecasting capabilities, unify data from various sources, and synchronize customers and contacts in real time.

Step 7: Incorporate data integration tool

When integrating Salesforce with Netsuite, it is important to use a dedicated data integration tool to ensure smooth and accurate data flow between the two systems. Here are some steps to follow when incorporating a data integration tool:

1. Choose a data integration tool that is best suited for your business needs. There are many options available, such as ETL platforms and iPaaS, each with its own features and specializations.
2. Look for a data integration tool that has pre-built connectors for both Salesforce and Netsuite. This will make the integration process much easier and faster.
3. Ensure that the data integration tool you choose provides complete visibility across different business applications. This will help you monitor and manage your data more effectively.
4. Check if the data integration tool offers client assistance around the clock to ensure that your integrations remain operational indefinitely. This will provide peace of mind and ensure that any issues are resolved quickly.
5. Customize your data integration flows to suit your business needs. Some data integration tools, such as Celigo’s iPaaS, allow you to customize and expand your data integration flows without requiring technical resources.

Step 8: Run purpose-built connector solutions

Integrating Salesforce with Netsuite can be a complex process, requiring careful consideration of data migration, field adjustments, and process flow. These solutions offer pre-built connectors, templates, and app assistants specific to Netsuite, as well as flexible engagement options for team augmentation and support. By using purpose-built connector solutions, businesses can avoid the technical implementation of integration and focus on optimizing their workflows for increased efficiency and revenue growth.

Step 9: Generate reliable data update

This is crucial for reliable decision-making and avoiding errors. To set up automatic data updates, use custom objects to replicate Netsuite objects in Salesforce, and sync records using the creation wizard. This allows for instant updates of Netsuite Companies, Sales Orders, Invoices, and Items in Salesforce. Troubleshooting common issues may involve ensuring that the systems are properly linked and that data is presented correctly after integration. By automating data synchronization and connecting information from disparate systems, every department can have access to the same data, increasing productivity and providing a single source of truth.

Step 10: Align sales and finance teams through a data integration tool

Integrating Salesforce and Netsuite is crucial for aligning sales and finance teams in a business. By having both teams work in their own silos, there is a risk of bad or inaccurate data in either platform, making it difficult for teams to align. However, integrating both platforms allows data to flow bi-directionally, reducing the amount of manual work required when it comes to updating information. This provides a common platform for both teams to collaborate, ultimately refining the process so that it is conducive to both teams. In summary, the key benefits of integrating Salesforce with Netsuite are as follows:

• Improves overall view of business performance
• Reduces manual work required for data updating
• Provides a common platform for collaboration between sales and finance teams.

How Can Data Accuracy be Maintained Between Salesforce and Netsuite?

Source: Breadwinner

When integrating Salesforce and NetSuite, maintaining data accuracy is crucial to avoid inconsistencies and errors in business operations. One way to ensure data consistency is by removing manual data entry and integrating accounting software with Salesforce. Custom objects can be used to replicate NetSuite objects in Salesforce, allowing records to be synced instantly. Third-party integrations can also be used to ensure reliable data across both platforms. However, data migration between the two systems must be carefully managed to avoid issues with overwriting, duplicate data, or missing data. It’s important to be strategic about what data is shared and to ensure that financial detail fields are only updated from Salesforce. By integrating the two systems and using the right tools and methods, businesses can streamline their data management process and avoid errors and inconsistencies.

What is the Best Way to Transfer Data Between Salesforce and Netsuite?

Source: Breadwinner

To transfer data between Salesforce and NetSuite, there are several options available that can help streamline real-time data flow and create efficient lead-to-cash workflows. Here’s a step-by-step pattern to follow:

1. Create separate web services in Salesforce and sync the Salesforce opportunity to get data from NetSuite.
2. To get data from NetSuite, create a data fetching batch to build callouts and get JSON data from NetSuite and store it in Salesforce objects.
3. Automate crucial processes between systems, such as converting a Salesforce opportunity into a NetSuite order.
4. Use a dedicated data integration tool, such as an ETL platform or an iPaaS, to ensure cohesive data transfer between the two systems.
5. Be strategic about what data you share between the systems and identify relevant data to avoid delays, errors, and inconsistent visibility for all departments.

By following these steps, you can ensure smooth data transfer between Salesforce and NetSuite, and provide your team with the information they need to close deals efficiently.

What are the Security Considerations when Integrating Salesforce and Netsuite?

Source: Breadwinner

When integrating Salesforce and NetSuite, it is essential to consider security measures to mitigate potential risks. Here are some key security considerations to keep in mind:

• Choose a reputable integration partner who has experience in integrating Salesforce and NetSuite and can provide secure solutions.
• Ensure that all data transferred between the two platforms is encrypted to prevent unauthorized access.
• Implement access controls to limit who can view and modify the integrated data.
• Regularly monitor the integration to detect any suspicious activity or unauthorized access.
• Keep both Salesforce and NetSuite up to date with the latest security patches and updates to prevent vulnerabilities.

By taking these security considerations into account, businesses can integrate Salesforce and NetSuite securely and reap the benefits of a cohesive system and workflow.

How do you Integrate Salesforce with Netsuite?

Source: Celigo

Integrating Salesforce with Netsuite involves using a connector API, such as the NetSuite to Salesforce Connector API offered by Celigo. The process includes exposing Netsuite and Salesforce data through an API and coordinating the data flows between the two endpoints. This can be a technical process that requires coding, so it’s best to have a data engineer or technically savvy team member lead the integration. To ensure success, it’s important to have a clear understanding of your current and future demands for the integration and collaborate with your integration partner. Additionally, integrating Salesforce with Netsuite can help increase productivity, efficiency, and revenue.

What Data Can be Integrated Between Salesforce and Netsuite?

Source: Breadwinner

Salesforce and NetSuite integration enables businesses to collect data from both systems and provides actionable information and recommendations. With the integration, businesses can access customer data stored in NetSuite, including order history, payments, and communications, and set up dashboards and reports to access timely insights for sales reporting and forecasting. The integration also allows for automating critical tasks such as order processing and procure-to-pay, streamlining the approach and maximizing revenue. However, NetSuite alone only shows data once the opportunity closes, while Salesforce only shows pipeline and revenue schedules. Integrating both systems enables businesses to eliminate bottlenecks and improve customer service.

Conclusion

In conclusion, integrating Salesforce with Netsuite can significantly enhance your business operations and streamline your processes. By seamlessly connecting these two powerful platforms, you can harness the combined benefits of robust customer relationship management and efficient enterprise resource planning. To ensure successful integration and make the most of this dynamic duo, partnering with Ubique Digital Solutions is your key to success. Don’t miss out on the opportunity to optimize your business workflows and boost your overall efficiency. Take the next step towards success by contacting Ubique Digital Solutions today.

FAQs

Q: What is the Salesforce-Netsuite integration?

The Salesforce-Netsuite integration is a process of connecting two software platforms, Salesforce and Netsuite, to streamline data sharing and collaboration across departments. The integration allows for reliable data updation, enhanced customer experience, alignment of sales and finance teams, and faster and more accurate report generation. Integrating the two systems can result in increased productivity, efficiency, and better alignment for your team and business.

Q: What are the benefits of Salesforce-Netsuite integration?

Integrating Salesforce with NetSuite can be revolutionary for your team and business, allowing your team to become more productive, efficient, and better aligned. The benefits of integrating these two platforms include:

• Reliable data updation
• Enhanced customer experience
• Alignment of sales and finance teams
• Faster and accurate reports generation
• Automatic synchronization of data across the two platforms
• Breaking down existing data silos and preventing their creation
• Ensuring that data in both platforms is as accurate and up-to-date as possible
• Providing easy access to data to help sales reps efficiently generate leads and make informed decisions.

Q: What tools are needed to complete the integration?

To successfully integrate Salesforce with Netsuite, you will need a dedicated data integration tool such as an ETL (extract, transform, load) platform or an iPaaS (integration platform as a service). These tools have pre-built connectors and come with different pricing models, depending on the number of connectors used or the amount of data consumed. Additionally, you will need a Salesforce account, a Netsuite account, and a working understanding of both platforms. It is also important to have an execution plan ahead of time, as well as a tech-savvy team/person to perform the data integration. By using a reliable integration partner such as DCKAP Integrator or Jitterbit, you can speed up the integration process, reduce technical resource requirements, and optimize the process to be more efficient with fewer errors.

Q: What are the potential issues that may arise in the integration process?

Integrating Salesforce and Netsuite can present challenges such as inaccurate data, manual data entry errors, and limits on data size. These issues can lead to errors and tarnish the customer experience. To ensure successful integration, it is important to have a plan, a tech-savvy team, and a reliable integration partner with substantial expertise. Using a middleware solution with a functional hub can also help streamline data transformation. It is crucial to discuss the level of support and response time with the integration partner to ensure customer satisfaction.

Q: How can the integration process be improved?

Integrating Salesforce and NetSuite can greatly benefit your business, but the integration process can be time-consuming and error-prone if not done correctly. To streamline the integration process and ensure seamless data transfer between the two platforms, there are a few things you can do. Firstly, choose the right integration app, such as Mosaic, to optimize the process and make it more efficient with fewer errors and missing/duplicate data. Secondly, ensure you have a tech-savvy team or person performing the data integration to avoid errors and delays. Lastly, consider automating the data integration process to eliminate manual data entry and exports, which can save time and reduce costs. With these steps in place, you can seamlessly integrate Salesforce and NetSuite to improve your business operations and increase productivity.