Load Historical Data

After the completing the setup of Salesforce Connector:

• Approximately 30 minutes after setup is completed, scheduled scripts will automatically sync Subsidiary data from NetSuite to Salesforce.

• You should export item data from NetSuite, modify the CSV file, and import the file back into NetSuite. The import of the modified CSV file will cause the connector to load historical item data from NetSuite to Salesforce. This historical data load ensures that NetSuite items are available in Salesforce as products.

A user with an Administrator role in NetSuite can perform the following procedure. See Working with Lists for more information.

Generate the Sync of Historical Data to Salesforce

1. In NetSuite, go to Lists > Accounting > Items.

2. Filter the list by Inventory Item.

3. Customize the view with Salesforce Product Status (Custom), Salesforce Product Id (Custom), and Internal ID.

4. Export the filtered list as a CSV file.

5. Repeat the preceding steps for the other item types, that is:

   1. Filter the list by Non-Inventory Item and export that as a CSV file.

   2. Filter the list by Service and export that as a CSV file.

   3. Filter the list by Discount and export that as a CSV file.

   4. Filter the list by Item Group and export that as a CSV file.

6. Save and open each exported file.

7. Add a Salesforce Status column to each spreadsheet.

8. Populate each row in the Salesforce Status column with the value CREATERETRY.

9. You can the combine the information from the three files into a single spreadsheet into a single CSV spreadsheet, or you can keep each item type in separate CSV files.

10. Import the modified CSV file (or import the individual CSV files, one at a time) into NetSuite. The CREATERETRY values will generate a sync of NetSuite items to Salesforce products.

Test a Sync

To test if the Salesforce Connector is working properly, you can create test product in Salesforce or in NetSuite.

To test a sync:

1. In Salesforce, create a new product.

2. In NetSuite, go to Connector Platform > Connector Platform Overview.

3. Verify that there are no errors in the Error Report portlet.

4. Verify that the product created in Salesforce is available in NetSuite.

   1. In NetSuite, go to Lists > Accounting > Items > Search.

   2. Check that the item now exists in NetSuite.

Editing an Existing Connection

When creating a new connection, the steps are Create, Upload, Deploy, and Activate. The steps are similar if you need to edit an existing connection: the steps in the UI are Update, Validate, Redeploy, and Reactivate.

Edit an Existing Connection

1. Go to Salesforce Connector Setup Page.

2. Click Edit Connection.

General Notices