The requirement is to create a quote and opportunity in the NetSuite based on the data from
the opportunity and quote in the VTiger system. Client will create a sub customer in the
Opportunity record of VTiger then we need to create the opportunity for sub customer in the
NetSuite.
We also need to create quote in the NetSuite. The status of the VTiger’s quote will change
based on the quote status of the NetSuite.
Deliverables
Prerequisites
• NetSuite account with administrator permissions.
• Access to Celigo integrator.io.
• Authentication to the API is performed via HTTP Basic Auth. So, we need to know the
username and access key details to create connection to the VTiger.
• VTiger credentials.
• License to at least 4 custom flows in integrator.io.
Description of the task
As there is not prebuilt integrations available in Celigo for connecting VTiger and NetSuite,
we can make use of the custom flows to meet the requirements. The records that will be
considered for the integration are opportunity, sub customer, quote and the invoice PDF. The
integration will be implemented first between VTiger sandbox and NetSuite sandbox.
- Opportunity sync
An opportunity is created in the NetSuite based on the data of the VTiger. If the vendor type
is VPM in the opportunity of the VTiger, the client will create sub customer for the existing
vendor in the VTiger . Right now, we only create opportunities for VPM vendor types in
NetSuite.
We considered that Sub customer context in the VTiger is same as the customer in the
NetSuite. We assumed that PAN ID is unique to identify the existing Sub customer.
Before the creation of the sub customer, we will check the Sub customer is already existing in
the NetSuite. If not, we will create a sub customer in NetSuite.
The opportunity and sub customer sync will run in Schedule. - Quote sync
Client will create quote in the VTiger which is to be synced to NetSuite. There are different
statues in the quote of the VTiger . We only consider the accepted status quotes to sync to
NetSuite using celigo.
Updates in the quote will not be considered to sync with NetSuite.
The Quote sync will run in Schedule. - Quote status update
Once the quote is synced to NetSuite, the status of the quote will change in NetSuite based
on the different processes like QVC failed, approve or reject quote etc. It will be updated on
the VTiger using celigo flow. The Quote status sync will run in Schedule. - Invoice PDF sync
Sales order and invoice records are created by manually in the NetSuite. After the creation
of invoice, invoice PDF will transfer to the VTiger’s corresponding quote.
We cannot map the invoice PDF directly to the VTiger . So, we need to generate and store
the invoice PDF into file cabinet of NetSuite. After that, we will sync the PDF to the Quote of
the VTiger.
Only the Invoice PDF is synced to Vtiger, Invocie records are not created in VTiger through
this integration. The Invoice PDF sync will run in Schedule.
Assumptions
• Sub customer record details are available in the opportunity record of the VTiger.
• SKU is the unique identifier to identify items in NetSuite.
• PAN ID is unique to identify the sub customers in the NetSuite.
• Sales orders and Invoices are created manually in NetSuite.
• All the mentioned sync will run in Schedule.
Risk
There are possibilities that the VTiger API endpoints may depreciate in future. In such cases
the APIs should be updated in the integration.