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Installation
Go to the Shopify Connector for NetSuite integration tile in your Integrator.io account and navigate to the Settings section. The Add Shopify Store button is available in the top right side of the...
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Additional Store Add-On lets you connect more than one Shopify Store to a single NetSuite account. Once the Add-On is installed, all the data flows, saved searches for each additional store are...
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Working in Sandbox Environment
Sandbox Overview Sandbox accounts are used to create replicas of Production accounts for development and testing purposes. To update a Sandbox account with the latest data from Production, refresh the...
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Online Field Mapping Tool
Accessing the Connector To access the Celigo Integrator for mapping changes, log in to the Netsuite instance and follow the PATH: Setup → Integration → Celigo Integrator The Bundle is installed if the...
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Credential Management
The Salesforce Connector uses your Salesforce and NetSuite credentials to connect to the respective accounts. Based on your security settings, your Salesforce and NetSuite password expires...
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Accessing Multiple Accounts
Sandbox and Production environments A Sandbox environment is used for Testing and Development. Sandboxes are completely isolated from your Salesforce production organization, so operations you perform...
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Accessing Reports
Access and modify Salesforce reports from the SmartClient app. The reports are displayed in the app. You can run the report directly or create filters before downloading the report. Run Report The...
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Error Error Message Likely Reason Possible Resolution [INSUFFICIENT_PERMISSION] [INSUFFICIENT_PERMISSION] The user role which is trying to create or update a record in either Salesforce or NetSuite...
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Credential Management
The Salesforce Connector uses your Salesforce and NetSuite credentials to connect to the respective accounts. Based on your security settings, your Salesforce and NetSuite password expires...
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Troubleshooting
Error Error Message Likely Reason Possible Resolution [INSUFFICIENT_PERMISSION] [Permission Violation: You need the 'Transactions -> Transfer Order' permission to access this page. Please contact...
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Sync Zendesk Ticket comments to NetSuite Support Case
In the above example, the comment is also updated in the NetSuite cas. Create Zendesk Organisation and User (if non-existent) while syncing NetSuite Support Case In this example we create a new...
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Create NetSuite Customer and Contact while syncing Zendesk Ticket
Creating a Zendesk Ticket for a new Organization and a new User within the Organization. The integration dashboard shows three records being exported successfully. The record appears in NetSuite as a...
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Adding NetSuite Support Cases as Zendesk Tickets
In the same process as described above, the flow works bi-directionally, i.e when a NetSuite case is created, the Case is automatically exported to Zendesk in real time. The flow is triggered in real...
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Updating Zendesk Tickets as NetSuite Support Cases
For the update ticket scenario, the process is same as for create scenario. When a Zendesk ticket is updated and flow is triggered, the updated record is visible in the NetSuite cases. Sample screens:...
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Adding Zendesk Tickets as NetSuite Support Cases
This flow synchronizes the movement of Zendesk tickets into NetSuite Cases. When a Zendesk ticket is created, the ticket can be moved into NetSuite by triggering a data flow from the Integrator...
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Dataflow impacted Error Code Error Message Likely Reason Possible Resolution Order Import Content goes here Content goes here Content goes here Content goes here
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Differences between CloudExtend Google Apps and CloudExtend Gmail for NetSuite
Differences between CloudExtend Gmail for NetSuite and CloudExtend Google Apps: Sender & Contextual within the Home Tab: As soon as the User opens a Email, the Home screen points to Sender and...
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