how to integrate salesforce with netsuite?

Salesforce and NetSuite are both very

popular Customer Relationship

Management solutions.

Integrate Salesforce With Netsuite

Even though both can be labeled two

kinds of ‘CRM’ they are very different in

their features and use.


Salesforce is impressive for all tasks

related to lead generation and tracking,

whereas NetSuite is great in handling

inventory, resource management, and finances.


This is the reason why we see a lot

of enterprises using both of these

tools at the same time.


This created obvious problems related to

data entry and data transfer from one tool

to another.


So how to solve this problem? Simply

integrate Salesforce and NetSuite.

First of all it is important to understand better

what the term ‘integration’ implies here. By

integration we mean that data from Salesforce is

transferred to NetSuite and vice versa in an

automated way.

Ways to integrate Salesforce and NetSuite


Keeping these requirements in mind, there are a number of ways by which you can

integrate the two systems, however these three ways are the most prominent ones

● Use a custom integration adapter- as a custom

middleware based integration

● Use a third party integration service like Boomi

AtomSphere, Actian, or Informatica Cloud

● Create Restlet web service based integration using

NetSuite and Salesforce API


Developing an adapter requires a lot of

coding, is time consuming, and gives a

performance that is not as comparable

to the other two because of untested

and (many times) unforeseen

processes.


Using a third party service is of course

the most convenient but it is also pricier

and does not have the flexibility one may

receive in custom integration

approaches.


Custom Restlet based integration on the

other hand is faster to develop, better in

performance, and somewhat less pricey

in a long term setting than an integration

service.

The integration between Salesforce and NetSuite via Restlet API is a four

step process

● Creating and adding restlet scripts on NetSuite

● Authentication requests in Salesforce and NetSuite

● Data Transfer in Salesforce and NetSuite

● Running batch classes in salesforce for automated integration.

Restlet Based integration between

Salesforce and NetSuite

As we said that for integration we will

have to create separate JS files for each

object, so for this example we are going

to automate the integration of contact

and event fields of Salesforce and

NetSuite.



Step 1: Creating and adding restlet scripts on NetSuite



The process starts with adding a JS script file

in NetSuite to create new fields. In this

example we are going to create a new contact.

You need to add new script file for every new

object that you want to sync.



Step 1: Creating and adding restlet scripts on

NetSuite

Step 2: Authentication requests in Salesforce and NetSuite



No data transfer can take place without authentication. This is

an example code to authenticate NetSuite credentials in

Salesforce. In most cases we run authentication callouts for

NetSuite credentials, and using Salesforce fetch data from

NetSuite or Push data to NetSuite.



Step 2: Authentication requests in Salesforce

and NetSuite

Step 3a: Data Transfer in Salesforce and NetSuite



For data transfer from Salesforce to NetSuite, you

will have to create separate web services in

Salesforce. This example is about syncing

Salesforce opportunities.



Step 3: Data Transfer in Salesforce and

NetSuite

Step 3b: Data Transfer in Salesforce and NetSuite



Similarly for fetching data from NetSuite, you need to create data

fetching Batch helper in Salesforce and create callouts for fetching

JSON data from NetSuite database. In this example we are fetching

event data from NetSuite and storing it in Salesforce Object.

** Notice the “endPoint” code in the beginning of code. It leverages the NetSuite URL slug that would

correspond to the particular object we would be fetching. So yes, for different objects this code will be different.



Step 3: Data Transfer in Salesforce and

NetSuite

Step 4: Running batch classes in Salesforce for automated

integration



The overall process of syncing can be made real time

but the best option is to run it in batches. Or you can

always associate a button to call the classes at any

point of time.

And that’s it, you are done!

NetSuite Cloud Connect

Looking at the demand of Salesforce and

NetSuite integration, NetSuite has come up

with NetSuite Cloud Connect. It allows you to

sync Salesforce.com and NetSuite Financials.

NetSuite Cloud Connect

Through this you can easily sync quotes or sales orders of

Salesforce and NetSuite in real time. It is not very flexible right now

but we predict that it will evolve fast into the best integration

option in the future.

[email protected] Toll Free : +1-877-284-1028

AuthorCo-Founder & Director

Open-Source | Salesforce | ECM

Pratyush is Co-Founder and Director at

Algoworks. He is responsible for managing,

growing open source technologies and

Salesforce CRM team .

He provides consulting and advisory to clients

looking for services relating to CRM(Customer

Relationship Management) and ECM(Enterprise

Content Management).

Pratyush Kumar

Write to me @ [email protected]

Official Blog Link -http://www.algoworks.com/blog/salesforce-integration-

with-netsuite

Learn About how Algoworks can

- Help Your Business -

Mail us at: [email protected]

[email protected]

http://www.algoworks.com/blog/salesforce-integration-with-netsuite

mailto:[email protected]

mailto:[email protected]

how to integrate salesforce with netsuite?

Technology