Identify the Data to Sync
Decide what data needs to be transferred from Salesforce to NetSuite.
Examples:
- Customer Sync: Salesforce Accounts → NetSuite Customers
- Contact Sync: Salesforce Contacts → NetSuite Contacts
- Opportunity to Sales Order: Salesforce Opportunities → NetSuite Sales Orders
- Product Sync: Salesforce Products → NetSuite Items
- Invoice Sync: Salesforce Opportunities/Quotes → NetSuite Invoices
Configure Workato Connections
- Salesforce Connector: Authenticate using OAuth 2.0 or API credentials.
- NetSuite Connector: Configure using SuiteSignOn (SSO) / Token-based Authentication (TBA).
Create a Workato Recipe for Sync
A Recipe in Workato is a sequence of steps for automation.
Data Mapping & Transformation
Use Workato’s data mapper to match Salesforce fields to NetSuite fields.
Handle Sync Errors & Duplicates
- Use Error Handling in Workato to log and retry failed syncs.
- Implement deduplication to prevent duplicate customers.
- Use Workato Monitor to track failed jobs.
Automate Bi-Directional Sync (Optional)
- If NetSuite updates should also sync back to Salesforce, create a second recipe.
- Example: When a Customer is Updated in NetSuite, update the corresponding Account in Salesforce.