Sync NetSuite Invoice data to Salesforce Opportunities
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
This template is created by our partner Concurrent Services as part of our Order-to-Cash (O2C) bundle.
This workflow runs daily. It retrieves all the invoices created since the last time it ran and stores the NetSuite invoice data on the relevant Salesforce opportunity records.
This workflow assumes the following:
You have API Access to Salesforce and NetSuite.
You created custom fields in NetSuite to link sales orders to their corresponding Salesforce opportunities
You must have a process running that updates the
"ExternalId"for the sales order in NetSuite with the corresponding
"Opportunity ID"from Salesforce