NetSuite → Salesforce Integration

Power your sales team with integrated insights

Sync your customer, order, and financial data to unlock powerful insights. Automate your sales and accounting workflows so your team can focus on what truly matters—closing deals and driving growth.

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Customer Sync

Customer records stay updated in both NetSuite and Salesforce, eliminating duplicate data entry. Sync frequency depends on API limits and middleware capabilities.

Automated lead & opportunity sync

Move leads, opportunities, and sales activities from Salesforce to NetSuite for better tracking. Object compatibility may require custom mapping.

Order & Invoice Management

Sync orders and invoices between Salesforce and NetSuite for accurate billing and revenue tracking.

Inventory Updates

Give your sales team stock availability information so they can close deals with confidence. Real-time sync may require additional customizations.

Financial & Payment Reconciliation

Sync financial transactions between both platforms for accurate reporting and forecasting.

End-to-End Visibility

Track sales, orders, and customer interactions with a unified view across Salesforce and NetSuite.

NetSuite to Salesforce

Export customer data from NetSuite to Salesforce
Export sales orders from NetSuite to Salesforce
Sync invoices from NetSuite to Salesforce
Share financial data from NetSuite to Salesforce
Sync inventory levels from NetSuite to Salesforce

Salesforce to NetSuite

Export leads and opportunities from Salesforce to NetSuite
Export customer data from Salesforce to NetSuite
Sync sales activities from Salesforce to NetSuite
Update inventory in NetSuite from Salesforce
Sync payment and order data from Salesforce to NetSuite

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Helping Businesses
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Why Integrate Salesforce with NetSuite?

Simplify your processes and break down silos between sales and finance:
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Streamline Customer Data:
Keep customer info in sync across both systems.
Boost Sales Efficiency:
Track orders and opportunities without leaving your CRM.
Improve Order Fulfillment:
Sync inventory and order data based on your configuration.
Automate Workflows:
Reduce manual data entry and eliminate errors by automating key processes.
Gain Financial Accuracy:
Ensure invoices, payments, and revenue data are always up to date.
Increase Sales Visibility:
Give your team a complete view of customer interactions, sales, and order history in one place.

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Frequently Asked Questions

How does the NetSuite to Salesforce integration work?

It enables data transfer between both systems using middleware or API connections. Synchronization of customer information, orders, invoices, and inventory occurs based on your configured sync schedule.

Can I automate my sales process with this integration?

Yes! You can automate the flow of sales opportunities, quotes, and orders between Salesforce and NetSuite, saving time and reducing manual entry. Custom field mapping may be required for complete automation.

Can I use this integration for both standard and custom fields in Salesforce?

Yes! The integration supports both standard and custom fields, making it flexible for your unique setup. Custom fields require additional mapping during implementation.

Will this integration update my inventory in real time?

Inventory updates depend on your integration configuration. Real-time sync may require additional customizations, while standard implementations typically update at scheduled intervals.

How long does it take to set up the integration?

Most setups are completed in 4-6 weeks, including middleware configuration, field mapping, testing, and training your team.

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Director | Oceana International Pty Ltd

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