Synchronizing Historical Accounts and Invoices
Congratulations! Look at how much you’ve accomplished so far:
• Installed the Actian Bundle in your NetSuite instance.
• Successfully configured the NetSuite bundle, including creating and assigning an Actian Access Token Role.
• Synchronized Products from NetSuite to Salesforce or, if your products live in Salesforce, from Salesforce to NetSuite.
• Synchronized pricing information from NetSuite to Salesforce or, if your products live in Salesforce, from Salesforce to NetSuite.
• Successfully completed the Pricebook configuration.
There is one final step to perform, and it’s a very important one: synchronizing the historical data. This is an important step for the following reasons:
• Synchronizing the historical data from Salesforce to NetSuite will establish consistency and stability among data in both Salesforce and NetSuite.
• Synchronizing the historical data from Salesforce to NetSuite will allow a true representation of your data.
You can synchronize historical Accounts and Invoices using the Import CSV option in NetSuite. By default, NetSuite does not allow a user to edit Invoices which have a Paid in Full status.
Before synchronizing the historical Accounts and Invoices, ensure the data is mapped correctly between Salesforce and NetSuite.
To sync historical Accounts and Invoices which are Paid in Full status
1. In NetSuite, log in using the Administrator role.
2. Go to Setup > Users/Roles > Manage Roles.
3. Click Edit for the custom Actian Access Token Role.
The Role page is displayed.
4. Go to Permissions in the subtab menu, then go to Setup.
5. From the PERMISSION list:
a. Select Override Period Restrictions.
1) From the list, select Full.
2) Click Add.
b. Select Allow Non G/L Changes.
1) From the list, select Full.
2) Click Add.
The permissions are saved to the list.
6. Click Save.
The historical Accounts and Invoices are now synchronized.
Note: In NetSuite, an error is returned when “Allow Non G/L Changes” option is not selected during synchronization of historical Accounts and Invoices.
Last modified date: 12/14/2021