When sync Orderful purchase order (850) to NetSuite sales order , by default, the sales order is created in Pending Approval status in NetSuite. You can change the default status of the sales order created in NetSuite by adding the following mapping: Source record field (Orderful) Destination record field (NetSuite) <Add a hard-coded value> Valid values… Continue reading Change the default status of SO created in NetSuite
Author: Nancy Enasu
Sync NetSuite invoice to Orderful invoice (810)
The NetSuite invoice to Orderful invoice (810) (add) flow syncs the invoice from NetSuite as an invoice to Orderful. This is a scheduled flow that gets the invoices that are created since the last flow run. The individual sales orders must be billed for the NetSuite invoices to be qualified by the export. If a purchase order… Continue reading Sync NetSuite invoice to Orderful invoice (810)
Duplicate customer address being created in NetSuite while using Shopify NetSuite Integration
Duplicate customer address is created in Customer record while updating any of the fields in existing customer record. To avoid this situation , while mapping the fields, add “Address : Replace All Lines” as “true”. Then save and close . Now duplicate customer addresses merge to form a single address.
Use preset flow schedule in Celigo
Once the flow working is completed as expected , you can schedule the flow by Use preset option Click on the Schedule option 2. Select Type as Use preset option and select the Frequency 3. Select the Start time , End time and select the days on which the flow should run. Then save and… Continue reading Use preset flow schedule in Celigo
Restrict mapping of fields using Celigo
The Celigo flow is between Shopify and NetSuite. We can restrict mapping of fields using Celigo. Follow the procedure to map fields only when record is updated. To perform mapping of email field only when email is updated, click on the settings option 2. Select advanced option and select updating a record from the drop… Continue reading Restrict mapping of fields using Celigo
Types of Universal Connectors in Celigo
HTTP The HTTP(S), HyperText Transfer Protocol (secure), allows you to connect to another server. In integrator.io, you will use HTTP(s) connections to provide credentials and perform requests to different cloud applications that expose an API based on HTTP(s) standards. REST API REST API, REpresentational State Transfer, is an API that conforms to the design principles of… Continue reading Types of Universal Connectors in Celigo
Export vs. Import in Celigo
Export An export is a flow step that retrieves data from an application. A flow can have multiple export steps, but any complete flow must include at least one export, data loader, or webhook listener flow step. Start creating an export from a source application in either of the following ways: From the Tools menu, select Flow builder. Then, click Add source.– or… Continue reading Export vs. Import in Celigo
Print picking ticket template
Picking Tickets help you determine which inventory items are on-hand and which inventory items you need to order. To customize the picking ticket template Customization > forms > advanced PDF/HTML templates. Make required changes in the code and save it . To apply the customized picking ticket template in the created sales order, Go to… Continue reading Print picking ticket template
NS – HubSpot Integration
Prerequisites of NetSuite – HubSpot integration: A HubSpot account. A NetSuite account. “App Marketplace” permissions in your HubSpot account. “Administration” privileges in your NetSuite account. HubSpot is a marketing , sales, and services software that allows you to store all your business development data like lead, contacts, deals, etc. NetSuite- HubSpot integration is a 2… Continue reading NS – HubSpot Integration
Cycle Counts
Cycle counting is a method of checks and balances by which companies confirm physical inventory counts match their inventory records. There are three main types of cycle counting: ABC analysis cycle counting. Process control group cycle counting. Opportunity based cycle counting. ABC analysis cycle counting: In ABC cycle counting , high volume, more valuable, fastest… Continue reading Cycle Counts