Proposal for Celigo Integration

JIRA CODE: https://jobinandjismi.atlassian.net/browse/NUAG-12

PROPOSAL SUMMARY 

The integrations between WooCommerce and NetSuite, HubSpot and NetSuite, and Ship Station and NetSuite are covered by this proposal. 

REQUIREMENT 

BigBattery would like to establish the following syncs with NetSuite and other websites using celigo to capture the transactions into NetSuite. Following are the suggested flows. 

WooCommerce -> NetSuite 

  • Contacts – Only send customer/contact information with orders. If a contact has no order on WooCommerce, do not sync record to Salesforce. 
  • Sales Orders – Send order details from WC to NS 
  • Order history per customer should be visible in both WC and NS 
  • Products details will NOT sync from WooCommerce to NetSuite (NS is master) 
  • Images need to be added and maintained on WC(no images from NS) 

 
NetSuite -> WooCommerce 

  • Items will sync from NS to WC (one way) 
  •   Product details only, not images – images to be added on WC 
  • Orders/Invoices generated/ or modified on NetSuite for a WC client should sync back to WC 
  • NetSuite order fulfilment status (updated from Ship Station) will sync to WC from NS 

 
HubSpot -> NetSuite  

  • Contacts – Only send customer/contact information with deals. If a contact has no order on HubSpot, do not sync record to Salesforce 
  • Companies – Only send customer/contact information with deals. If a company has no order on HubSpot, do not sync record to Salesforce 
  • Deals – Synch details of deals from HS to NS as orders 
  •   Synch deals with any status (Created, In Progress, Completed, Cancelled, On    Hold, etc) 
  •    NetSuite needs to be configured with the different deal statuses. 
  • Line Items will NOT sync from HubSpot to NetSuite (NS is master) 

NetSuite -> HubSpot 

  • Items will sync from NS to WC (one way) 
  • No images for HS line items 
  • Orders/invoices generated or modified on NetSuite for a HS customer should sync back to HS (confirm if this scenario would happen for HS orders/customers) 

NetSuite -> ShipStation  

  • For orders on NetSuite that are ready to be shipped – create a ShipStation order 
  • Customer shipping information (name/address) 
  • Item details 
  • Carrier details 

ShipStation -> NetSuite 

  • Update NetSuite Ship Memo of the current status of the shipment (eg, Sent, Cancelled, etc.) 
  • Update NetSuite with any shipping tracking information. 

 OUR SOLUTION 

Making a connection between applications can be the first step in the integration process. To make the connection, we can utilise either the Integrator app or Templates. Then, utilising this one-time connection, we must create flows to transport data between the end locations. 

WooCommerce – NetSuite Integration 

We have both Integrator app and templates available for the integration. 

Method I – Integrator App 

The flows available using Integrator App 

  • WooCommerce customers to NetSuite customers. 

  We are sending the WooCommerce customer information to NetSuite if they have orders in WooCommerce and mapping with standard customer fileds in NetSuite.                    

  • WooCommerce Orders to NetSuite sales orders. 

  The WooCommerce sales orders sync to NetSuite with standard fields.  

  • Inventory – Add / Update Inventory from NetSuite to WooCommerce. 

              Used to sync the inventory stock (if it is required. Kindly confirm) 

  • Kit Inventory – Add / Update Kit Inventory from NetSuite to WooCommerce. 

              Used to sync the kit inventory stock (if it is required. Kindly confirm) 

  • Items – Add / Update Items from NetSuite to WooCommerce. 

            This flow is used to add or update the NetSuite items to WooCommerce with standard fields. (If it is required. Kindly confirm) 

  • Matrix Items – Add / Update Items from NetSuite to WooCommerce. 

            If you have matrix items then this this flow will be used for the integration with standard fields. (If it is required. Kindly confirm) 

  • Fulfilment – Add Shipment Data from NetSuite to WooCommerce. 

             It will add the shipment data from NetSuite to WooCommerce. 

Method II – Template 

Below given are the flows available in the integration template. 

  • WooCommerce v2 customers to NetSuite customers. 

            This integration flow syncs WooCommerce v2 customers as NetSuite customers with standard fields. 

  • WooCommerce v2 orders to NetSuite sales orders. 

            This integration flow syncs WooCommerce v2 orders as NetSuite sales orders with standard fields. 

  • NetSuite order status to WooCommerce v2 order status. 

            This integration flow syncs NetSuite order status (updated from ship station) as WooCommerce v2 order status with standard fields. 

  • Custom flow for item add/update from NetSuite to WooCommerce. 

              This integration flow syncs NetSuite items to WooCommerce. This may include both standard and custom fields. 

  • Custom flow inventory – add / update inventory from NetSuite to WooCommerce. 

            Used to sync the inventory stock (if it is required. Kindly confirm) 

  • Custom flow kit inventory – add / update inventory from NetSuite to WooCommerce. 

            Used to sync the kit inventory stock (if it is required. Kindly confirm) 

  • Custom flow for sync the invoice generated in NetSuite to WooCommerce. 

              Used to sync the invoices generated in NetSuite to WooCommerce.        

HubSpot – NetSuite Integration 

Here, we are using the templates for the integration. 

  • HubSpot contacts to NetSuite contacts. 

             This integration flow syncs HubSpot contacts as NetSuite contacts with standard fields. 

  • HubSpot companies to NetSuite leads. 

            This integration flow syncs HubSpot companies as NetSuite leads with standard fields. 

  • Custom flow for HubSpot deals to NetSuite 

            This integration flow syncs the HubSpot deals to NetSuite as Sales orders. This may include both standard and custom fields. 

  • Custom flow for sales order status to HubSpot order status. 

         Custom flow for sync or update the NetSuite order status (updated from ship station) to HubSpot order status. 

Ship Station – NetSuite Integration 

Here, we are using the templates for the integration. 

  • NetSuite sales orders to Ship Station orders. 

         This flow syncs NetSuite sales orders as ShipStation orders with standard fields. 

  • Ship Station fulfilments to NetSuite item shipments.       

       This flow syncs Ship Station fulfilments as NetSuite item shipments with standard fields. 

  • Custom flow for ShipStation order status to NetSuite. 

         Custom flow for sync or update the Ship station order status NetSuite. 

NOTE : 

  • We assume that there should be a custom field in NetSuite Item Fulfilment record named Ship Memo for mapping the current status of shipment from ship station. The tracking information should be mapped to the standard NetSuite fields. 
  • If you want to update these details to the sales order record we require only one flow for mapping. If you want to map the details to the item fulfilment record, then separate flows are required. 

ASSUMPTIONS 

  • We assume that the ship station orders are created with shipping information (name, address), item details and carrier details.  
  • We assume that there should be a custom field in NetSuite Item Fulfilment record named Ship Memo for mapping the current status of shipment from ship station. The tracking information should be mapped to the standard NetSuite fields. 
  • We assume that all the deals from HubSpot sync with NetSuite expect the deals with “Processing” status. (I.e also need to sync the deals with “On hold” status too). 
  • We assume, HubSpot contains both B2C and B2B deals. There no need to sync B2B deals to NetSuite. 
  • The product/ items are added in NetSuite and we are only syncing the items to WC (with standard item fields). 
  • Now the HubSpot do nothing with product library.  
  • Assume that, the orders and deals from both WooCommerce and HubSpot are created as NetSuite Orders. Then these orders are created as ShipStation orders from NetSuite. Then these order status from shipstation are updated to NetSuite. Then NetSuite will update both WooCommerce and HubSpot with this status using custom flows. 
  • When the NetSuite changes the order status from HubSpot, then it will be reflected in HubSpot by giving the Shipping data in the “Notes” field.  
  • We assume that consider the flows works both add/update contexts. 

NOTES 

  • During the integration process, we’ll need to add custom fields based on what has been required. 
  • HubSpot companies created as NetSuite leads.  
  • There are no flows for Creating contacts in NetSuite from WooCommerce. 
  • There are no flows are available in template to sync the HubSpot deals to NetSuite sales orders. 
  • There are no flows to sync the NetSuite items to HubSpot. 
  • Big Battery website contains kit items whether the NetSuite has no kit items records. 

PREREQUISITES 

  • NetSuite Account (Production) with administrator permissions. 
  • Access to Celigo integrator.io. 
  • Access to WooCommerce, HubSpot and ShipStation. 

TIME 

WooCommerce – NetSuite Integration App – 32hr  

WooCommerce – NetSuite Integration Template – 86hr 

HubSpot – NetSuite Integration Template – 40hr 

Ship station – NetSuite Integration Template –28hr 

QA – 8hr 

UAT – 4hr 

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