NetSuite Inventory and Financial Sync to Salesforce (Zapier)

1. **Authenticate NetSuite (TBA)**: Create a New Zap and select NetSuite as the Trigger. You must use Token-Based Authentication. In NetSuite, go to Setup > Company > Enable Features > SuiteTalk (Web Services). Generate your Consumer Key, Consumer Secret, Token ID, and Token Secret. 2. **Configure Trigger**: Select 'Updated Record' or 'New Record'. Choose the Object Type (e.g., Customer or Inventory Item). For high-volume accounts, use a 'Saved Search' in NetSuite and select it in Zapier to limit the records processed. 3. **Add Filter by Zapier**: Add a Filter step to ensure the Zap only continues if specific criteria are met (e.g., 'Status' text contains 'Closed-Won' or 'Inventory Level' is not null). 4. **Data Formatting (Formatter by Zapier)**: Use 'Formatter > Numbers > Spreadsheet-Style Formula' to convert NetSuite's currency or decimal formats if they differ from Salesforce's field requirements (e.g., stripping currency symbols). 5. **Look up Salesforce Record**: Add a Salesforce 'Find Record' action. Search for the 'Account' or 'Product' using an External ID field that stores the NetSuite Internal ID. This prevents duplicates. 6. **Create Paths (Advanced)**: Use Zapier Paths to handle logic. Path A: If Account is found, update the existing record. Path B: If Account is not found, create a new record. 7. **Map Salesforce Fields**: Map the dynamic data from Step 2 into the Salesforce fields. Ensure you map the NetSuite 'Entity ID' to a custom 'NetSuite_ID__c' field in Salesforce. 8. **Setup Error Handling**: Click the gear icon on the Salesforce step and select 'Ignore errors' or use a 'Path' to send a Slack notification if the Salesforce API returns a 'Validation Rule' error. 9. **Test & Set Live**: Use 'Test Step' to send a single record. Verify in Salesforce that the data landed in the correct fields, then turn on the Zap.

| NetSuite Field | Salesforce Field | Transformation/Logic | | :--- | :--- | :--- | | Internal ID | NetSuite_ID__c (External ID) | Use as Search Key for Duplicate Prevention | | Balance | Total_Outstanding_Balance__c | Formatter: Convert to Currency | | Credit Hold (Boolean) | Credit_Hold_Status__c | Map T/F to Salesforce Picklist | | Quantity On Hand | Current_Inventory_Level__c | Hourly Sync to Product Object | | Date Last Modified | ERP_Last_Sync_Date__c | Use Zapier 'ZDT' format for Date/Time |

* **NetSuite Concurrency Limits**: NetSuite limits the number of simultaneous web service requests. If you have many Zaps running, you may hit a '503 Service Unavailable' error. Use Zapier's 'Delay' tool or high-tier NetSuite concurrency licenses. * **Address Sublists**: NetSuite stores addresses in sub-records. Zapier sometimes struggles to find the 'Primary' address. You may need a 'Find Record' step specifically for the Address object in NetSuite. * **Object Permissions**: Ensure the NetSuite Integration Role has 'View' permissions on 'Lists > Customers' and 'Setup > Allow Web Services'. * **Task Usage**: Using 'Paths' and 'Formatter' steps increases task consumption. Optimization Tip: Use one Zap for Updates and one for New Records if volume is an issue.

- [ ] NetSuite TBA credentials verified and 'Test Connection' successful. - [ ] Salesforce 'External ID' field created for NetSuite IDs to prevent duplicates. - [ ] Zapier Task History shows zero 'Mapping Errors' during 10-record sample test. - [ ] NetSuite Saved Search correctly filters out 'Inactive' records. - [ ] Salesforce Validation Rules (e.g., required fields) are accommodated in the Zap mapping.