WeDid: Salesforce, Netsuite and OpenAir Integration
Challenges
The customer was running Salesforce for sales automation, Netsuite for ERP and finance and OpenAir for Project Management. Salesforce Opportunities were being manually converted into Netsuite Sales Orders, Netsuite Projects and OpenAir Projects. Product data was being updated in both Salesforce and Netsuite, along with the manual synchronisation of Customer data. There was a requirement to automate this process to eliminate manual entry, ensure data accuracy, provide visibility to payments and ensure a consistent reliable process for revenue recognition for their business.
Solution:
| Purpose | Automate the creation of Netsuite sales orders from Salesforce Opportunities Automate project creation from Salesforce to Netsuite and OpenAir Automate project updates from OpenAir to Salesforce and Netsuite Automate invoice and payment information from Netsuite to Salesforce |
| Applications | Salesforce CRM Netsuite OpenAir |
| Versions | Boomi Atmosphere HTTP Connector (XML API) Salesforce Connector NetSuite Connector |
| Tool | Dell Boomi Atmosphere |
| Information | Netsuite Item > Salesforce Product Salesforce Account > Netsuite Customer Salesforce Opportunity > Netsuite Sales Order Salesforce Opportunity > Netsuite Project Salesforce Opportunity > OpenAir Project OpenAir Project > Netsuite Project OpenAir Project > Salesforce Project (Custom Object) Netsuite Invoice > Salesforce Invoice (Custom Object) Netsuite Payment > Salesforce Payment (Custom Object) |
| Data Formats | XML |
| Volumes | ~1000/day |
| Process | Products are created and maintained in Netsuite.Salesforce is the master of customer data.
When an opportunity is closed, the integration process will create a Sales Order in Netsuite, a project in Netsuite and project in OpenAir. Invoice and payment updates are reflected in Salesforce. Project updates are reflected in both Salesforce and Netsuite. |
| Schedule | Several times/day |
| Complexity | Complex |