SALESFORCE & NETSUITE DATA INTEGRATION
www.steadfastglobal.com “Netsuite” is popular with many companies for its sophisticated accounting and Enterprise Resource Planning (ERP) tools whereas “Salesforce” provides a fantastic Customer Relationship Management (CRM) solution. Thus, companies prefer to access and gain maximum benefits of both the cloud technologies. Hence the need arises for integrating data between “Netsuite” and “Salesforce”.
Steadfast Data Integration Solution provides fully automated, real time, two way integration between NetSuite and Salesforce. The result is an integrated solution that eliminates manual data entry. The following picture provides a high level view of data sync between two systems.
Solution
KEY FEATURES AND BENEFITS
Secured two way Authentication between the two systems.
Automatically sync Salesforce Accounts, Items and Invoices as NetSuite Customers, Items and Invoices.
Bi-directional data sync of Salesforce Payments, Advanced Payments and Credit Note as Netsuite Payments, Advanced Payments and Credit Memo.
Functional Data Flow between the two systems is achieved.
Configurable Data Mapping, definable transformation rules via excel sheets.
Easy to Manage – The Solution is deployed within your own Netsuite and Salesforce Accounts enabling you to easily manage the integration from UI.
Eliminate manual data entry and data updates in NetSuite & Salesforce with automated synchronization of data there by saving time, effort, overhead cost and the risk of human error.
Highly customizable and extendable platform with support for large transaction volumes, maintenance and updates and extensive customization options.
TECHNICAL DETAILS
Type of Project Client Engagement Size Technology/Tools Testing Method Industry
Data Integration Food Marketing/ 4 person Netsuite: Suite Script Functional Financial between Hospitality months 2.0, Netsuite Test, Unit Management, Netsuite and Sandbox, Eclipse IDE Test, Load Test Hospitality Salesforce. Salesforce: Apex, Sandbox, Bug Tracker for QA Testing
Administrator, Support User, Sales Executive, and Finance Team, Accountants, Users Controllers etc. We have implemented Restlets in Netsuite and Rest API in Salesforce to capture data and update the sent data in their respective environments. We also built a Schedule Script in Netsuite and Batch Apex in Salesforce to send Special Notes any updated data from its respective source environment to the target environment. Customized Logs, Easy sync via Push Button at Record Level PROJECT METRICS
Actual Vs Planned - Man Hours
System Architecture & Design
Sprint - 1
Sprint - 2
Sprint - 3
QA Testing
0 20 40 60 80 100 120 140 160 180 Actual Man Hours Planned Man Hours
Actual Vs Planned - Calendar Days
System Architecture & Design
Sprint - 1
Sprint - 2
Sprint - 3
QA Testing
0 5 10 15 20 25 Actual Calender Days Planned Calender Days CHALLENGES
Understanding the Complex functional process for two-way syncing of Payments, Advanced Design to evade Triggers in 01 Payments and Credit Note object 02 Salesforce because of future calls. data between Netsuite and Salesforce.
Tuning certain data such as Tuning certain data such as Customer Payment Object in Customer Deposit Object in 03 Netsuite as the invoice amount Netsuite as the invoice amount could be applied only on “Edit” 04 could be applied only on “Edit” mode and not on “Create” mode in mode and not on “Create” mode in Netsuite. Netsuite.
CONCLUSION
Our cloud ERP & CRM Solutions always help you stay ahead of the curve for the • Long Term
• Lower total cost of ownership
• Eliminate manual processes that create mistakes and bottlenecks
• Real Time Visibility
• Improve IT security
• Adaptable to the way you work ABOUT US
boutique software Our vision is to become a 100 consulting company. people company by 2020, We design and implement operating from India, with an software solutions to real average revenue per world business problems. employee of USD 100,000 P.A.
Lead by a team of 3 senior technocrats and 6 mid-level project managers we have the right mix of resources to take up projects in the range of 10 people months to 100 people months.
Our current technical skills are in Salesforce, NetSuite, MEAN and Microsoft Technologies. For skills other than these, we will outsource the coding part to our vendors in India while taking complete responsibility for the project design and delivery.
ABOUT YOU
If you are a sophisticated, market facing company with a need for designing and implementing software solutions to solve real world business problems, or if you area Software Service or Product Company in the US, looking for a reliable and committed long-term partner, you have come to right place. We are looking for clients whose annual software budget is in excess of USD 100,000.
[email protected] www.steadfastglobal.com [email protected]