Integrating Salesforce, Netsuite and OpenAir

We’ve recently built out an end-end process integrating Salesforce, Netsuite and OpenAir.

 

The end-end process goes like this:

  • Successful Opportunities in Salesforce generate Sales Orders in Netsuite.  Opportunities of a specific type also generate Netsuite Projects and OpenAir projects.
  • Payment updates are synchronised across from Netsuite to Salesforce, providing visibility to the sales team.
  • Project updates are synchronised from OpenAir to Netsuite and Salesforce, providing visibility to finance as well as sales teams.
  • Netsuite is the Item Master and Item details are synchronised to Salesforce Products.
  • When a Customer creates is required in Netsuite (in order to generate a Sales Order) or OpenAir (for Project creation), the integration processes handles this as well.

 

End result:

  • No re-keying of data for invoicing purposes
  • The Services Team has instant visibility into new projects just sold by Sales
  • Sales have visibility into payment status for their clients
  • Sales have visibility into project delivery status for their clients
  • Finance has visibility into project delivery status for invoicing and revenue recognition purposes

 

Complexity:

  • There were some complexities of the customer’s Item/Product data
  • Salesforce was enhanced with custom objects to store the invoicing and project data and link that to the original opportunity
  • The main challenge was to bring the parties together and defining the business process flow

 

Want to know more, just contact us for the details.

Get in touch today to see how WDCi can help your business.