Customer Integration

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Customer Integration

Salesforce to NetSuite Customer Integration:

In this article, we will go through the SFDC to NetSuite Customer Integration. This is one of the most common integrations and we will go through all the steps needed in Boomi to Implement this.

Customers in NetSuite correspond to Accounts in Salesforce.

How to Fetch Accounts/Customer from SFDC:

Once an Account is created in Salesforce you could get it in Boomi by performing the following steps:

Customer Integration - Fetch Accounts from SFDC

Action: Get

Connection: Select the common connection you have in your Account

Operation: Create a new account by following the steps below.

  1. Click on the Import button at the top right of your screen
  2. Select the common SFDC Connection and click on next
  3. Object Type should be accounts and Action should be Query.
  4. If you are to fetch Parent/Child objects, then don’t checkbox the Skip import of parent/child hierarchy
  5. Once completed Boomi will fetch the Schema of the Account object of SFDC
  6. It is a recommended practice to select only the fields that you would need for your integration as circled in the screenshot below:

Customer Integration - SF Connector Operation

Once you have selected all the fields review the query by clicking on Show SOQL.

How to send Customer data to NetSuite:

Before you do the SFDC to NetSuite mapping you need to import the NetSuite Profile. Based on the requirements you would do a Create/Update/Upsert to NetSuite. The recommended action for creating customers in NetSuite is Upsert.

The configurations could be as below:

Customer Integration - Send data to NetSuite

You need to specify the Action (Create/Update/Upsert) when you configure the connection:

Customer Integration - NS Connection

Performing the Mapping

Once the source and target profiles are imported you can start mapping.

Drag the map shape from the shapes palette and choose the source and target profile.

Below is a snapshot of an example of the mapping:

Customer Integration - Mapping SFDC to NS

Following are key fields that you need to remember while mapping:

  1. External ID is mandatory to perform upserts in NetSuite. You could use the Salesforce 18-digit id as the external id.
  2. Subsidiary & External ID are the only mandatory fields while doing upserts on Customer.
  3. You need to create two occurrences of the address book list. In the first occurrence set default shipping as true and default billing as false and map the shipping address. In the second occurrence set default shipping as false and default billing as true and map the billing address.
  4. Apart from this map all the other fields based on your requirement and make sure you map any mandatory fields that you have set up in NetSuite.

Error handling is a very crucial part of any Integration. Please make sure you use the Try/Catch shape to your advantage to Perform Error handling.

Cover Image by yanalya on Freepik