NetSuite Customer to Salesforce Account Sync
In NetSuite, a customer is a person or entity that buys goods or services from you or your business. Customer records in NetSuite track information about your customers and enable you to view past transactions and communications with them. Customer records track things such as Contacts, transaction history, sales activity, items purchased, and profile information. For more information, see also Contact Syncs.
Many sales teams prefer to enter and store information about their customers in Salesforce. The NetSuite concept of a Customer is known as an Account in Salesforce. When an Opportunity moves to Closed Won status, corresponding Account and Contact records are created in Salesforce. The sales journey is over, and now the relevant information needs to be sent to NetSuite for the creation of Sales Orders, invoicing, and of course, revenue recognition.
About the NetSuite Customer to Salesforce Account Sync
The NetSuite Customer to Salesforce Account Sync sends updates made to Customer records in NetSuite to Account records in Salesforce, ensuring that the same information in NetSuite is automatically available in Salesforce.
The NetSuite Customer to Salesforce Account sync only updates customer records in NetSuite that have been synced from Salesforce. If you create a new customer record in NetSuite, this will not sync as a new account record in Salesforce.
The Customer to Account sync is triggered when the following conditions are met:
-
A Customer record is updated in NetSuite.
-
Changes are made to billing or shipping information in NetSuite.
For successful Customer to Account syncs, you will see Operation Succeeded in NetSuite. In addition:
-
A custom field in the NetSuite Customer record will display the Salesforce Account ID.
-
A custom Field in the Salesforce Account record will display the NetSuite Customer ID.
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Billing & Shipping information was synched from the NetSuite Customer record to the Salesforce Account record.
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The sync status will be Completed.
The following tables show the mapping between NetSuite Customer fields and Salesforce Account fields to ensure that identical data is maintained in both applications.
Standard Customer Fields Mapping
|
NetSuite Customer Fields |
Salesforce Account Fields |
|---|---|
|
Customer |
Account |
|
companyName |
Name |
|
phone |
Phone |
|
salesforceId |
Id |
|
addressbookAddress.city |
BillingCity |
|
addressbookAddress.country |
BillingCountry |
|
addressbookAddress.state |
BillingState |
|
addressbookAddress.addrtext |
BillingStreet |
|
addressbookAddress.zip |
BillingPostalcode |
|
addressbookAddress.city |
ShippingCity |
|
addressbookAddress.country |
ShippingCountry |
|
addressbookAddress.state |
ShippingState |
|
addressbookAddress.addrtext |
ShippingStreet |
|
addressbookAddress.zip |
ShippingPostalcode |
Custom Customer Fields Mapping
|
NetSuite Customer Fields |
Salesforce Account Fields |
|---|---|
|
InternalId |
Oracle_netsuiteid__c |
|
CREATEPENDING | UPDATEPENDING | FAILED | COMPLETED |
Oracle_netsuite_update_status__c |
|
timestamp at the end of current transaction |
Oracle_timestamp_of_last_update__c |
|
balance |
Oracle_NetSuite_Fin_Balance__c |
|
creditholdoverride |
Oracle_NetSuite_Fin_Credit_Hold__c |
|
creditlimit |
Oracle_NetSuite_Fin_Credit_Limit__c |
|
daysoverdue |
Oracle_NetSuite_Fin_Days_Overdue__c |
|
overduebalance |
Oracle_NetSuite_Fin_Overdue_Balance__c |
|
unbilledorders |
Oracle_NetSuite_Fin_Unbilled_Orders__c |
|
isPerson |
Oracle_Account_Type__c |
|
firstName |
Oracle_NetSuite_FirstName__c |
|
lastName |
Oracle_NetSuite_LastName__c |
|
salutation |
Oracle_NetSuite_Salutation__c |