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

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.

Type of Project Client Engagement Size Technology/Tools Testing Method Industry

Data Integration between

Netsuite and Salesforce.

Food Marketing/Hospitality

4 person months

Netsuite: Suite Script 2.0, Netsuite

Sandbox, Eclipse IDE Salesforce: Apex,

Sandbox, Bug Tracker for QA Testing

Functional Test, Unit

Test, Load Test

Financial Management,

Hospitality

TECHNICAL DETAILS

Users Administrator, Support User, Sales Executive, and Finance Team, Accountants,

Controllers etc.

Special Notes

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 any updated data from its respective source environment to the target environment.

Customized Logs, Easy sync via Push Button at Record Level

KEY FEATURES AND BENEFITS

PROJECT METRICS

0 20 40 60 80 100 120 140 160 180

QA Testing

Sprint - 3

Sprint - 2

Sprint - 1

System Architecture & Design

Actual Vs Planned - Man Hours

Actual Man Hours Planned Man Hours

0 5 10 15 20 25

QA Testing

Sprint - 3

Sprint - 2

Sprint - 1

System Architecture & Design

Actual Vs Planned - Calendar Days

Actual Calender Days Planned Calender Days

CHALLENGES

Understanding the Complex functional process for two-way syncing of Payments, Advanced Payments and Credit Note object data between Netsuite and Salesforce.

Design to evade Triggers in Salesforce because of future calls.

Tuning certain data such as Customer Payment Object in Netsuite as the invoice amount could be applied only on “Edit” mode and not on “Create” mode in Netsuite.

Tuning certain data such as Customer Deposit Object in Netsuite as the invoice amount could be applied only on “Edit” mode and not on “Create” mode in Netsuite.

01 02

03 04

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

CONCLUSION

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 are a 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.

Our vision is to become a 100 people company by 2020, operating from India, with an average revenue per employee of USD 100,000 P.A.

boutique software consulting company. We design and implement software solutions to real world business problems.

ABOUT YOU

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 US

s.anand@steadfastglobal.com info@steadfastglobal.com

www.steadfastglobal.com