Netsuite and Salesforce simply work well together. There’s no denying it. These two applications can be beneficial on their own, but really can turn around any business that depends on a CRM. That’s why it’s vital to invest in a Netsuite and Salesforce integration.
In this Netsuite Salesforce integration guide, we’ll break down how to integrate these applications, some tools you can use to do so and offer some help in terms of consulting for integration processes. Let’s start by breaking down why these two applications are made for each other and worth an integration.
Why build a Netsuite and Salesforce Integration?
To put it simply, integrating your sales and finance data allows for a holistic view of your customer lifecycle and delivers greater visibility for you to streamline operations. Through various integrations, you can customize how the two systems are communicating with each other, build automations between them, and build a data model and flow that addresses needs across every business unit.
Netsuite and Salesforce work so much better together. Netsuite offers the kind of back office Financials and ERP functionality you won’t find in a typical CRM, while Salesforce’s CRM capabilities are the best in the market. In fact, this integration alone is usually way more ideal for businesses than investing in a single suite from one specific vendor.
So how can one integrate these two apps, from two different clouds, together? There are a number of different methods, but we think our approach is the easiest.
The Ultimate Integration Guide for Netsuite and Salesforce
Consider Your Needs
To start, really think about what your needs are and which business processes across Sales and Finance will be impacted by this integration. Ask yourself: “What problem am I actually solving by integrating these two platforms together?” In some instances, it will be a matter of simply pulling CRM data into Netsuite for all closed won opportunities to streamline billing processes. Functionality like this can be achieved with very simple third party integrations. However, this integration offers a ton of horsepower, offering bi-directional syncs, powerful workflow automations that reach across Sales, Finance, and Support, as well as deep reporting capabilities to give a 360 degree view of your customer.
If you aren’t sure where to begin, you can Contact a Salesforce Freelancer for a consult or just start with the basic AppExchange integration. However, if you are a high growth business focused on investing in your business systems, you will want to build a more robust and customized integration, so read on.
Using third party tools to integrate Netsuite and Salesforce
You have a couple options to get these two products talking to each other. We highlight several methods on this page that involve using third party tools to integrate Salesforce with Netsuite, including a native Salesforce AppExchange product made by Breadwinner.
Another option for using third party tools involves middleware platforms like Jitterbit. This is an option that provides pre-built templates that handle common integration flows without you needing to deal with the technical complexity of Salesforce or Netsuite APIs. Depending on the specific integration needs, utilizing a third party look might be the best, easiest option for you; however, it is more limiting than building a fully custom integration.
For the most robust, customizable integration, you will want to use Netsuite’s API, Restlet, to fully integrate Salesforce and all other applications.
Start with Restlet
Our method for a Salesforce and Netsuite integration involves the use of Netsuite’s API, rather than using a third-party integration platform. Using such applications can be very pricey and less flexible. Plus, if you’re still wary about taking on the integration alone, you can hire a consultant through our platform and still save money by avoiding another recurring SaaS charge. Restlet supports a ton of customization and is quite cost-effective.
Just as well, there are many benefits to using Restlet for your Salesforce and Netsuite integration. These include the following:
- Utilize custom integration.
- Save money on pricey integration costs charged by third-party apps.
- Hire a consultant to take on the process for you.
- Sync your customers and contacts easily.
- Avoid duplication and re-entry issues.
- Streamline all of your business’s lead-to-cash strategies and processes.
- Boost your internal visibility directly from Salesforce.
Now that we know why Restlet is so beneficial, let’s break down step-by-step how to integrate Salesforce with Netsuite using Restlet.
How to Use Restlet to Integrate Netsuite with Salesforce
The goal here is to create a new customer record within Netsuite via Restlet, even if that new account is already in Salesforce. This process is essentially going to involve bulk-moving your Salesforce data (addresses, contact information, etc.) from Salesforce to a new customer record in Netsuite.
- Add a remote site setting within the Salesforce application.
- Add a Netsuite remote URL.
- Create a new Restlet script via Netsuite.
- Once this is complete, navigate to ‘Document” then “Files” then “SuiteScripts.”
- Create a JS, then copy and paste the following code into the terminal:
- Click the folder to add this new script to it. Select “Add File” to add the new script.
- Navigate to “Customization” then “Scripting” then “Scripts” then “New.
- Choose “Restlet” from the list.
- Add the name of your script and the script from step #5. Select “Save.” This will deploy the script and create a new URL that will be used in Salesforce as an endpoint.
- Create an authentication request and endpoint data transfer by using the rest call feature via Salesforce. Remember that your endpoint will be different depending on the different scripts that you’ll be adding in Netsuite.
- Copy and paste this code (after it has been customized) into the terminal:
- Once submitted into the response body, you’ll be able to retrieve the internal identification of the customer record via Netsuite and save it for future use.
- To ensure that your customer records will be created whenever a new account is added or changed via Salesforce, you can easily create batches of different classes via Salesforce. There are a variety of different sample codes to choose from, and the right one depends on what your unique needs and data use cases are.
- Once this is completed, you’re done! You’ve successfully integrated Netsuite with Salesforce via Restlet.
How was our guide to Netsuite Salesforce integration? Tell us which tip or trick we mentioned above helped your integration processes the most.
FoundHQ is a Salesforce Freelancer Marketplace that offers access to hundreds of specialized Netsuite and Salesforce Consultants ready and available to take on your unique needs. Our Consultants offer a number of services that specialize in helping business leaders or entrepreneurs get the most out of their integrations. Get in touch with our team today to learn more!