Sync NetSuite Payments 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 Payments created since the last time it ran and stores the NetSuite payments data on the relevant Salesforce opportunity records.
This workflow assumes the following:
You have API Access to Salesforce and NetSuite.
You created a custom field in NetSuite to link sales orders and their corresponding Salesforce opportunity
You must have a custom field on the NetSuite sales order where the Salesforce opportunity id is written entity ID (in our template the API name of the custom field mapped is called
"externalId"- this might be different in your implementation)