Salesforce – NetSuite Integration App
Automate lead-to-cash processes and get real-time visibility into back-office order, fulfilment, and financial operations by integrating Salesforce and NetSuite.
Streamline the Lead-to-Cash Processes
The Salesforce – NetSuite Integration App automatically syncs data between the two systems, removing the need for manual entry. Gain better visibility into your sales processes, fulfillment information, inventory status, and financial data while guaranteeing data accuracy.
- Sync Accounts from Salesforce to NetSuite
- Sync Customers from NetSuite to Salesforce
- Sync Contacts between Salesforce and NetSuite
- Sync Items from NetSuite to Salesforce (excludes Item Groups)
- Sync Opportunities from Salesforce as Sales Orders to NetSuite
- Sync Sales Orders from NetSuite to Salesforce
- Sync Sales Order Status from NetSuite to Salesforce
- Sync Sales Orders from NetSuite as Opportunities to Salesforce
- Sync Financials from NetSuite to Salesforce
- NetSuite OneWorld Support
- Sync EchoSign and DocuSign Agreements from Salesforce to NetSuite
- Team Selling Support
- Sync Item Groups from NetSuite to Salesforce
- Sync Products from Salesforce to NetSuite (excludes Item Groups)
- Sync Exchange Rates from NetSuite to Salesforce
- Sync Item Fulfillments from NetSuite to Salesforce
- Contract Renewals from NetSuite to Salesforce (Contact us)
- Quotes (Contact us)
Salesforce – NetSuite Integration App Capabilities
Opportunities and Sales Orders
Sync Salesforce opportunities to NetSuite sales orders or projects, with an option to sync NetSuite sales orders to Salesforce orders or opportunities, helping you keep a unified view of your opportunities between both systems.
Accounts, Customers, Contacts
Update Salesforce accounts, NetSuite customers, and contacts between both applications, reducing the amount of manual data input to keep your customer information up-to-date.
Order Fulfillment
Celigo creates and updates a custom Salesforce fulfillment record whenever a sales order is fulfilled in NetSuite, helping you keep your order records up-to-date and easily visible.
Customer Financials
Salesforce users can view invoices, payment, deposits, cash sales, refunds, and other NetSuite transactions directly in Salesforce, enabling real-time visibility into your customer.
Items and Products
Manage items and products in NetSuite or Salesforce, automatically pushing updates to the other application. Celigo makes it easier to keep your item and product information current, preventing customer escalations due to wrong information while saving your team time from manually updating every product.
NetSuite Capabilities
Our integration app supports NetSuite products such as OneWorld, Contract Renewals, Multi-Subsidiary, SuiteBilling*, and Multi-Currency.
Celigo Platform
Automate all your processes across
the enterprise with the right iPaaS
Scalable and robust
Whether processing hundreds, thousands, or millions of orders, enjoy infinite scalability for connecting applications with no restrictions on integrations or data volume.
Configurable and customizable
Celigo’s advanced configuration settings are built based on our experience seeing every imaginable use case, from individual settings to concurrency controls that help you scale.
Advanced functionality out of the box
Advanced features include payouts reconciliation, settlement reconciliation, sales tax reports, line-level promotions, order variances, gift cards, kit items, and more.
Easy monitoring and management
The intuitive integration monitoring, error management, data mapping, and real-time alerts make it easy to monitor and maintain automations directly on your Celigo dashboard.
Customer success stories
See what our customers have to say
Learn how Celigo customers are driving innovation, streamlining processes by leveraging integration-driven automation.
The mission for my team is to eliminate any points of failure in our architecture. I want to draw a structure. Clean up the stack. Connect what’s connectable. Replace what’s not scalable. Make things auditable; that’s my dream. And I think the whole mission of Celigo marries quite well into my ambitious plans.
Katia Malashyna-de Jong
Financial Systems Director
WeTransfer
An intelligent customer conversation relies on a salesperson’s ability to view past purchases, future purchases, support cases, and billing history. It’s impossible to have that kind of 360-degree customer view without the Celigo connector.
Emmanuelle Gutterman
CIO
Uplight
Celigo is one of the best products I have ever worked with. Our support, finance, sales, and operations teams are all looking at the same data through their own lenses. If your company ran on Celigo, you’d be really happy.
Jason Ross
CIO
Workiro
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Fall 2024
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Visionary
2024 Gartner® Magic Quadrant™
By transitioning to the Dynamics ERP and replacing third party integrations with Celigo, we reduced our fulfillment errors by 80% and achieved a 99% on-time fulfillment rate. It helped us become more proactive rather than reactive. We’re envisioning future problems and solving them with Celigo.
Chris Huovinen,
VP of Information Systems,
Groove Life