Custom Data Sync Workflow

The custom data sync workflow can be divided into the following five stages:

Stage	What you do
Create	Choose the direction, source record, destination record, and description. For more information see, Creating a Custom Data Sync
Configure	Specify the Salesforce object and identity fields used to associate records. For more information see, Configuring Identity Settings for a Custom Data Sync.
Map	Define and save the field mappings. For more information see, Configuring Field Mappings for a Custom Data Sync.
Enable	Enable the configured data sync for ongoing processing. For more information see, Enabling a Custom Data Sync Between NetSuite and Salesforce
Test (Optional)	Click the Post Record button to synchronize and verify one record. For more information see, Testing a Single Record.

Creating a Custom Data Sync

You can create a custom data sync from the Salesforce Connector Data Flows page.

To create a custom data sync:

1. In NetSuite, go to Connector Platform > Settings > Data Flows.

2. On the Salesforce Connector page, select the Custom Data Sync tab.

3. Click Add Data Sync.

4. In the Sync Direction field, select the direction for the data sync.

5. In the Source Record field, select the NetSuite record or Salesforce object that sends data.

6. In the Destination Record field, select the NetSuite record or Salesforce object that receives data.

7. In the Description field, enter a description for the data sync.

8. Click Save.

After you save the custom data sync, click Configure to complete identity settings.

Configuring Identity Settings for a Custom Data Sync

Identity settings determine the Salesforce object and the fields used to identify Salesforce records.

To configure identity settings for a custom data sync:

1. In NetSuite, go to Connector Platform > Settings > Data Flows.

2. On the Salesforce Connector page, select the Custom Data Sync tab.

3. On the row for the custom data sync, click Configure.

4. Verify the values displayed in the Sync Direction and Data Flow fields.

5. In the Salesforce Object field, select the Salesforce object for the data sync.

6. In the Salesforce External ID Field, select the Salesforce field configured as an external ID.

7. In the NetSuite Field for Salesforce Record ID field, select the NetSuite field that stores the Salesforce record ID.

8. Click Save.

After you save the identity settings, the data sync status changes to Configured.

Configuring Field Mappings for a Custom Data Sync

You should configure the fields that the connector synchronizes between NetSuite and Salesforce.

To configure field mappings for a custom data sync:

1. . In NetSuite, go to Connector Platform > Settings > Data Mappings. Select the Salesforce Connector

2. Select the Custom Record Types tab.

3. In the Data Flow field, select the custom data sync.

4. Review the available source and destination fields.

5. Add, update, or remove mappings as needed.

6. To add suggested mappings, click Suggest Field Mappings with AI. Review and edit the suggested mappings as needed.

7. Click Save.

You can update mappings later when additional fields must be synchronized.

To test a single record, click Post Record. To start ongoing processing, enable the data sync on the Custom Data Sync tab.

Understanding Custom Data Sync Mapping Types

There are three mapping types in custom data syncs:

Mapping type	Use it to
Field to Field	Send the value from one source field to one destination field.
Value to Field	Send a fixed source value to the selected destination field.
Translation	Convert source values to corresponding destination values, such as status values.

Enabling a Custom Data Sync Between NetSuite and Salesforce

Custom data syncs from NetSuite to Salesforce support real-time synchronization. Custom data syncs from Salesforce to NetSuite run on the configured schedule. This procedure applies to custom data syncs in both directions.

To enable a custom data sync:

1. In NetSuite, go to Connector Platform > Settings > Data Flows.

2. On the Salesforce Connector page, select the Custom Data Sync tab.

3. Locate the configured custom data sync.

4. Check the Active box for the custom data sync.

Important:

To disable a custom data sync, clear the Active box for the custom data sync.

Managing a Custom Data Sync

You can manage a custom data sync post configuration. If necessary, you can perform certain actions after a data sync has been configured.

To manage a configured data sync:

1. Go to Connector Platform > Settings > Data Flows.

2. Select the Custom Data Sync tab. On the row for the data sync, do one of the following:

   • Click Configure to update the identity settings.

   • Click Map to update field mappings.

   • Click Delete to remove the custom data sync.

Testing a Single Record

Use the Post Record feature to test mappings or synchronize one record without relying on ongoing processing.

To test a single record:

1. In NetSuite, go to Connector Platform > Settings > Data Flows.

2. On the Salesforce Connector page, select the Custom Data Sync tab.

3. On the row for the custom data sync, click Post Record.

4. On the Manual Data Sync page, enter the source record ID. For a NetSuite source record, enter the NetSuite record internal ID. For a Salesforce source record, enter the Salesforce record ID.

5. Click Post Record.

6. Click Refresh to check the processing status.

Only the record identified on the Manual Data Sync page is synchronized.

General Notices