User Guide
Readiness Checklist
System Requirements and Prerequisites
System Requirements: Salesforce
System Requirements: NetSuite
Prerequisites
Actian Connector Credentials
Salesforce/NetSuite Environment: Feature Alignments
Multi-currency in Saleforce and NetSuite Instances
Salesforce Quote Functionality
System of Record for Products and Pricing
Salesforce and NetSuite Data Sync
Order-to-Cash Process Completed
Subsidiaries Set and Matched
Location, Class, and Department Fields Set
Currencies Aligned in Salesforce and NetSuite
Supported Item Types for Product Catalog
Conclusion
Validate NetSuite IP with Actian
Why Validate NetSuite IP with Actian?
How to Use the Actian IP Validator
What to Do If Your IP Address Is Not Known to Actian
NetSuite CRM Connector
Overview
Benefits
Subsidiary Configuration
Getting Started with the NetSuite CRM Connector
Working with Accounts
Viewing Account Information Via 360
Working with Opportunities and Quotes
Creating Opportunities
Adding Products to Opportunities
SalesForce Quote Functionality
Creating a Quote
Adding a Line Item to a Quote
Syncing Quote to Opportunity
Working with Orders
Generating Orders Based on Opportunity Stage
Generating Orders Based on Quote Status
Generate Orders Using Generate Order Button
Conclusion
Data Migration
Synchronizing Historical Accounts and Invoices
Perform Bulk Export/Import of Historical Data from NetSuite to Salesforce
Export Historical NetSuite Data
Import Historical NetSuite Data into Salesforce
Sync Individual Historical Invoices from NetSuite to Salesforce
Sync Historical NetSuite Records
User Guide
Sync Individual Historical Invoices from NetSuite to Salesforce