Data Migration
Synchronizing Historical Accounts and Invoices
Note: If you are installing the NetSuite CRM Connector package in your Salesforce sandbox environment, you may skip this step.
Synchronizing historical data is a crucial step for two reasons:
1. Synchronizing the historical data from Salesforce to NetSuite establishes consistency and stability among data in both Salesforce and NetSuite.
2. Synchronizing the historical data from Salesforce to NetSuite allows a true representation of your data.
You can synchronize historical Accounts and Invoices using 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, Customers, and Invoices, ensure that the data is mapped correctly between Salesforce and NetSuite.
Tip... When exporting Sales/Invoice/Payment/Refund records from NetSuite, you will need to export records from the Transactions object.
Last modified date: 12/14/2021