Integrating Salesforce, Netsuite and OpenAir

We’ve recently built out an end-end process integrating Salesforce, Netsuite and OpenAir.

The end-end process goes like this:

• Successful Opportunities in Salesforce generate Sales Orders in Netsuite.  Opportunities of a specific type also generate Netsuite Projects and OpenAir projects.
• Payment updates are synchronised across from Netsuite to Salesforce, providing visibility to the sales team.
• Project updates are synchronised from OpenAir to Netsuite and Salesforce, providing visibility to finance as well as sales teams.
• Netsuite is the Item Master and Item details are synchronised to Salesforce Products.
• When a Customer creates is required in Netsuite (in order to generate a Sales Order) or OpenAir (for Project creation), the integration processes handles this as well.

End result:

• No re-keying of data for invoicing purposes
• The Services Team has instant visibility into new projects just sold by Sales
• Sales have visibility into payment status for their clients
• Sales have visibility into project delivery status for their clients
• Finance has visibility into project delivery status for invoicing and revenue recognition purposes

Complexity:

• There were some complexities of the customer’s Item/Product data
• Salesforce was enhanced with custom objects to store the invoicing and project data and link that to the original opportunity
• The main challenge was to bring the parties together and defining the business process flow

Want to know more, just contact us for the details.