About the Salesforce Account to NetSuite Customer Sync

The Salesforce Account to NetSuite Customer Sync sends updates made to Account records in Salesforce to NetSuite Customer records, ensuring that the same information is automatically available in NetSuite.

The uniqueness of a customer record is determined by the combination of Subsidiary and Customer Name. The Account to Customer sync is triggered when the following conditions are met:

• An Account record is created or updated in Salesforce.

• Changes are made to billing or shipping information in Salesforce.

For successful Account to Customer syncs, you will see Operation Succeeded in NetSuite. In addition:

• A custom Field in the Salesforce Account record will display the NetSuite Customer ID.

• A custom field in the NetSuite Customer record will display the Salesforce Account ID.

• Billing & Shipping information was synched from the Salesforce Account record to the NetSuite Customer record.

• The sync status will be Completed.

Salesforce Account to NetSuite Customer Sync Triggers

You can configure when a recently created account in Salesforce is synced to NetSuite as a customer record. By default, Salesforce accounts are synced into NetSuite when the account is in a Closed Won Opportunity.

Depending on your business preferences, you can choose from the following Account Sync triggers:

• Sync when Account when syncing Opportunity (default)

• Sync immediately when the Account is created or updated

• Sync when a specific Account field meets a defined criterion

For more information, see Configure Salesforce Connector Preferences.

Standard Salesforce Account Field Mapping

The following table show the mapping between Salesforce Account fields and NetSuite Customer fields to ensure that identical data is maintained in both applications.

Salesforce Account Fields	NetSuite Customer Fields
Account	Customer
Name	companyName
Phone	phone
Id	salesforceId
BillingCity	addressbookAddress.city
BillingCountry	addressbookAddress.country
BillingState	addressbookAddress.state
BillingStreet	addressbookAddress.addrtext
BillingPostalcode	addressbookAddress.zip
ShippingCity	addressbookAddress.city
ShippingCountry	addressbookAddress.country
ShippingState	addressbookAddress.state
ShippingStreet	addressbookAddress.addrtext
ShippingPostalcode	addressbookAddress.zip

Custom Fields Mapping

The following table show the mapping between custom Salesforce Account fields and NetSuite Customer fields to ensure that identical data is maintained in both applications.

Salesforce Account Fields	NetSuite Customer Fields
Oracle_netsuiteid__c	InternalId
Oracle_netsuite_update_status__c	CREATEPENDING | UPDATEPENDING | FAILED | COMPLETED
Oracle_timestamp_of_last_update__c	timestamp at the end of current transaction
Oracle_NetSuite_Fin_Balance__c	balance
Oracle_NetSuite_Fin_Credit_Hold__c	creditholdoverride
Oracle_NetSuite_Fin_Credit_Limit__c	creditlimit
Oracle_NetSuite_Fin_Days_Overdue__c	daysoverdue
Oracle_NetSuite_Fin_Overdue_Balance__c	overduebalance
Oracle_NetSuite_Fin_Unbilled_Orders__c	unbilledorders
Oracle_Account_Type__c	isPerson
Oracle_NetSuite_FirstName__c	firstName
Oracle_NetSuite_LastName__c	lastName
Oracle_NetSuite_Salutation__c	salutation

General Notices