Item and Product Syncs
NetSuite uses Item records for inventory management. Salesforce uses Product objects for maintaining the Sales Catalogs for the sales teams. The Salesforce Connector supports the exchange of data between NetSuite and Salesforce. The NetSuite inventory and the Salesforce product catalog are always in sync.
The Salesforce Connector synchronizes the changes made in NetSuite, and the changes made in Salesforce, so that both the Sales team and the Finance team are always working with the same information.
Supported Item Types
The following NetSuite item types are supported by Salesforce Connector:
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Inventory Items, including:
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Standard Inventory Items
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Serialized Inventory Items
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Lot Numbered Inventory Items
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Non-Inventory Items, including:
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Non-Inventory Items for Sale
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Non-Inventory Items for Resale
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Service Items, including:
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Service Items for Sale
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Service Items for Resale
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Item and Product Sync Prerequisites
For an Inventory Item sync, ensure that values are defined in NetSuite for the fields Default COGS Account and Default Assets Account. In NetSuite, go to Setup > Accounting > Preferences > Accounting Preferences Click the Items/Transactions subtab to select the values for these fields.
Item and Product Lookups
For information about Lookups for Items and Products, see Manage Lookups.
NetSuite Items Syncs with Salesforce Products
Sales teams no longer need to create Products manually in Salesforce. Whenever new items are added to NetSuite, they automatically appear in the Salesforce Product Catalog, so that sales teams can begin selling.
Sales teams can also make changes to Salesforce products, for example, creating different Price Books or changing product attributes. These changes are synced back to NetSuite to update inventory items. For example, changes to Salesforce Price Books are synced to NetSuite and update Price Levels.
Item Sync Triggers from NetSuite to Salesforce
Items are synced from NetSuite to Salesforce Products. (See Supported Item Types for more information.)
This NetSuite to Salesforce sync is triggered whenever:
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A new Item is created or an existing Item is updated in NetSuite.
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A new Price Level is created or existing Price Level is updated in NetSuite. These changes will sync to the Salesforce Standard Price Book as a Salesforce Price Book Entry.
Product Sync Triggers from Salesforce to NetSuite
Products are synced from Salesforce to NetSuite Items. This Salesforce to NetSuite sync is triggered whenever:
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A new Product is created in Salesforce.
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An existing Product is updated in Salesforce.
Item to Product Mapping Tables
The following table shows the mapping between NetSuite Items and Salesforce Products to ensure that identical sales catalogs are maintained in both applications.
Standard Field Mappings
|
NetSuite Item |
Salesforce Product |
|---|---|
|
Item Name and Number |
Product Name |
|
Display Name and Code (Item) ItemCode (Inventory, Non-Inventory, and Service Items) |
ProductCode |
|
isInactive |
IsActive |
|
includeChildren |
— |
|
Tax Schedule |
— |
|
UnitsType |
Units of Measure |
|
ItemType |
Custom Field: Oracle_Product_Type__c |
|
InternalId |
Custom Field: Oracle_NetSuiteId__c |
Custom Field Mappings
|
NetSuite Item |
Salesforce Product |
|---|---|
|
Custom Field |
— |
|
ItemType |
Custom Field: Oracle_Product_Type__c |
|
InternalId |
Custom Field: Oracle_NetSuiteId__c |
|
Custom Field: Salesforce_Product_Status__c |
Custom Field: Oracle_Product_Status_c |
|
Custom Field: Item_Syncronization_message__c |
Custom Field: Oracle_Synchronization_message__c |
|
Custom Field: NS_Item_Sync_Timestamp__c |
Custom Field: Oracle_TimeStamp_of_last_update__c |
|
Custom Field: Salesforce_Product_ID__c |
— |