Sync NetSuite Payments to Salesforce Opportunities

Workflow

Finance Ops

Revops

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

This template is created by our partner Concurrent Services as part of our Order-to-Cash (O2C) bundle.

Overview

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This workflow runs daily. It retrieves all the Payments created since the last time it ran and stores the NetSuite payments data on the relevant Salesforce opportunity records.

Prerequisites

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This workflow assumes the following:

• You have API Access to Salesforce and NetSuite.

• You created a custom field in NetSuite to link sales orders and their corresponding Salesforce opportunity

Getting Live

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1. You must have a custom field on the NetSuite sales order where the Salesforce opportunity id is written entity ID (in our template the API name of the custom field mapped is called "externalId" - this might be different in your implementation)