May 08, 2019
    7 MIN READ

    Integrating the data between disparate systems helps you avoid data quality issues and duplicate entries. This article highlights how to properly integrate NetSuite Customers to Salesforce Accounts using Dell Boomi as the integration tool.

    netsuite-salesforce-customers-accounts-integration-image

    Don’t have time? Read it later:

    Download Guide

    Part I — Dell Boomi

    Step 1

    Log into Dell Boomi with your username and password.

    Step 2

    Click Browse Process Library in the Boomi Window > Select NetSuite to Salesforce Integration > Install.

    Step 3

    The example looks like this:

    NetSuite to Salesforce Integration screen in Dell Boomi

    Step 4

    Click the respective bundle folder > select NetSuite > select Connections.

    Selecting NetSuite and Connections from the bundle folder

    Step 5

    Select New and Create a new connection.

    Creating a new connection to NetSuite in Boomi

    Step 6

    Enter the following information:

    • URL
    • User
    • Password
    • Account Number
    • Consumer Key
    • Consumer Secret
    • Token ID
    • Token Secret
    • Application ID

    Click the Save button.

    NetSuite connection details in Boomi screen

    Step 7

    Click the Test Connection button and a pop up window will appear > select Use Boomi Cloud > Click Next.

    Selecting the Use Boomi Cloud Atom to test NetSuite connectionNetSuite Boomi Test Connection Successful Screen

    How to Re-generate a Consumer Key and Consumer Secret:

    1. Go to Setup > Integration > Integration Management > Manage Integrations (Administrator).
    2. Select the record for which you want to generate a new consumer key and secret.
    3. The record opens in view mode.
    4. Click the Edit button.
    5. Click the Reset Credentials button. The system displays a popup message asking if you are sure you want to reset the credentials.
    6. Click OK. The system resets the credentials. The record is shown again in view mode, with the new consumer key and secret displayed.

    How to Re-generate a Token ID and Secret

    1. Go to Setup > Integration > Integration Management > Manage Integrations > New (Administrator).
    2. Enter a Name for your application.
    3. Enter a Description, if desired.
    4. The application State is Enabled by default. Another option available for selection is Blocked.
    5. Enter a note, if desired.
    6. Check the Token-based Authentication box on the Authentication subtab.
      Re-generating token ID and Secret in Boomi
    7. Click Save. The confirmation page displays the Consumer Key and Consumer Secret for this application.
      Confirmation screen for Boomi consumer key and consumer secret
    8. Create a new customer in the NetSuite account.
      Example: Env_dip_NS_To_SF_Test_June14th
      Creating new customer in NetSuite screen
    9. Select the field that you want to add in the Salesforce account.
      Selecting field to add in Salesforce account
    10. Add the parameter (the internal ID of the NetSuite customer) and select the operator for that parameter.
      integration of NetSuite Customers to Salesforce Accounts process screenselect operator for internal ID of NetSuite customer from Boomi screenExample: 28740
      Insert static value for parameter in dell boomi
      Click OK > Save and Close.

    Part II — Salesforce

    Step 1

    Enter your Salesforce credentials (User Name and Password) > click Save.

    enter Salesforce credentials screen

    NOTE: For the Salesforce account password you need to enter a password with a Token ID, which is generated from the Salesforce account.

    Step 2

    Select mapping function > Click NS Customer to SFDC.

    select mapping function NS customer to SFDC in BoomiEnter Account upsert data. Mapping data refers to NetSuite customer fields with Salesforce Account fields.

    Enter account upsert data screen in Dell Boomi

    NOTE: In Salesforce, Account means Customer.

    Step 3

    Click Account Upsert and set the external ID.

    Setting external ID for Salesforce account upsert in Boomi

    To set a value for Demo_Field_cc, right-click on Demo_Field_cc and enter any value. Demo_Field_cc can be found in the External ID field (pictured below).

    Setting Demo_Field_cc value for Salesforce in Boomi

    NOTE: To create the Demo_field in the Salesforce account, go to the Salesforce account, click the Account tab, create a new custom field, and save.

    Create Demo_field in Salesforce account screen

    Step 4

    Click Save and test the data.

    Testing data in Boomi between NetSuite and Salesforce

    Step 5

    Open the Salesforce account and check the data.

    Checking data from Salesforce account


    How to Create Multiple Records in Salesforce

    Step 1

    Go to Parameter > click ID > assign an ID with a comma (',')

    An example is shown in the image below in the Static Value field: 25684,25685,25686

    Creating Salesforce records with static ID

    Step 2

    Click OK and Save.

    Step 3

    Test the data and check the Salesforce account.

    Testing records created in Salesforce account

    And you're done.

    Click below to download a copy of the NetSuite-Salesforce integration guide:

    Download Guide

    Check out our other NetSuite blogs for how-to guides and tips.