Perimattic
crm

Salesforce NetSuite Integration - Quote to Cash Sync

The ERPPlugs NetSuite-Salesforce connector syncs Accounts, Contacts, Quotes, Opportunities, sales orders, invoices, and items between Salesforce and Oracle NetSuite. It uses NetSuite SuiteTalk and REST web services together with Salesforce REST APIs and Platform Events. Closed deals create NetSuite sales orders, and order, fulfillment, and invoice status return to Salesforce.

Run quote-to-cash across Salesforce and Oracle NetSuite, with sales orders created from closed deals and invoice and fulfillment status returned to the CRM.

Oracle NetSuite
Salesforce
5-minute setup30-day money backNo coding required
Overview

What this connector does

Companies that use Salesforce for selling and NetSuite for finance need the handoff between them to be dependable, especially with subsidiaries, price levels, and approval holds in play. This connector maps Salesforce Accounts to NetSuite Customers, Quotes and Opportunities to sales orders, and NetSuite invoices and fulfillments back to Salesforce. Mappings are configurable per subsidiary and support NetSuite custom fields and records.

At a glance

Category
crm
Capabilities
12
Synced data types
6
Setup time
~5 minutes
Before vs After

What changes when you plug ERPPlugs in

See how automation transforms your Oracle NetSuite-Salesforce workflow.

TaskManual IntegrationERPPlugs
Sales order creationSales operations rekeys won deals into NetSuite as sales ordersClosed deals and approved Quotes create NetSuite sales orders automatically
Subsidiary handlingOrders for the wrong subsidiary are discovered after postingSubsidiary is assigned by rule at the time the order is created
Credit checksReps ask finance whether a customer is on credit hold before sending a quoteCredit hold and balance show on the Salesforce Account
Fulfillment updatesCustomers email sales to ask where an order is because fulfillment data is only in NetSuiteFulfillment and invoice status are written back to the Opportunity
Price levelsSalesforce price books and NetSuite price levels are maintained separatelyItems and price levels sync from NetSuite into Salesforce Price Books
Who It's For

Built for teams that need reliable automation

The Oracle NetSuite <-> Salesforceconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.

Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.

NetSuite Administrator

Wants a controlled integration role, clear error handling, and custom field support instead of brittle scripts.

Sales Operations Lead

Needs Quotes and Opportunities to reach finance in a consistent format, with order status visible back in Salesforce.

Revenue or Finance Director

Cares that bookings in Salesforce reconcile to orders and invoices in NetSuite across subsidiaries and currencies.

Architecture & Sync

How data flows and what gets synced

The bridge between Oracle NetSuite and Salesforce, and the exact records that move across it.

Data flow
Oracle NetSuite

Oracle NetSuite

ERPPlugs

ERPPlugs Engine

Salesforce

Salesforce

What flows across
Accounts/CustomersQuotes & Opportunities to Sales OrdersItems & Price LevelsFulfillments & InvoicesCustomer Balance & Credit HoldContacts
Sync details
Data TypeDirectionFrequency
Accounts/CustomersBidirectionalOn change
Quotes & Opportunities to Sales OrdersSalesforce → NetSuiteOn close-won or quote approval
Items & Price LevelsNetSuite → SalesforceScheduled
Fulfillments & InvoicesNetSuite → SalesforceOn creation
Customer Balance & Credit HoldNetSuite → SalesforceScheduled
ContactsBidirectionalOn change
Automation

Common automation scenarios

Real workflows this connector automates for you.

When

Quote approved in Salesforce

Then

Sales order created in NetSuite under the mapped subsidiary with items and price levels

When

Item fulfillment posted in NetSuite

Then

Shipment status and date written to the Salesforce Opportunity

When

Customer placed on credit hold in NetSuite

Then

Credit hold flag set on the Salesforce Account and a Task created for the owner

When

NetSuite rejects a sales order

Then

Error recorded on the Opportunity and the record added to the retry queue

Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

Account to NetSuite Customer sync with subsidiary assignment
Opportunity and Quote to NetSuite sales order
Item and price level sync to Salesforce Products and Price Books
Sales order, fulfillment, and invoice status in Salesforce
Credit hold and customer balance visible on the Account
Multi-subsidiary and multi-currency mapping
NetSuite custom field and custom record mapping
Contact to NetSuite contact sync
Sales rep and sales team mapping to NetSuite employees
Retry and error queue for rejected NetSuite records
Salesforce Platform Event triggers for near real-time updates
Field-level mapping audit log
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

Quote to Cash

Approved Quotes and closed deals flow into NetSuite as sales orders.

Shared Customer Master

Accounts and NetSuite Customers stay consistent across subsidiaries.

Finance Visibility

Invoices, balances, and credit holds visible to the sales team.

Controlled Access

Integration role and Connected App scopes limit what ERPPlugs can touch.

Free to Try

Try the NetSuite ↔ Salesforce Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between Oracle NetSuite and Salesforce inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Compliance & Compatibility

OAuth 2.0 and token-based authentication for NetSuiteEncryption in transit (TLS) for all API trafficField-level mapping audit logIntegration role scoped to the record types you allow

Oracle NetSuite

Oracle NetSuite — OneWorld and standard editions with SuiteTalk / REST web services enabled

Salesforce

Salesforce Sales Cloud — Enterprise, Unlimited, and Performance editions

Setup in Minutes

1

Connect Salesforce

Authorize ERPPlugs with a Salesforce Connected App and the minimum OAuth scopes needed.

2

Connect NetSuite

Create an integration role and token or OAuth 2.0 credentials in NetSuite, then add them to ERPPlugs.

3

Map Subsidiaries, Items and Fields

Define subsidiary rules, item and price level mapping, and any custom fields to carry across.

4

Validate and Go Live

Run test Opportunities through to sales orders in a sandbox, review results, then enable production sync.

7-Day Free Trial

Start free for 7 days — no credit card required

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Keep Exploring

Explore More

Docs, guides, and other ways to get more out of Oracle NetSuite.

Answers

Frequently Asked Questions

ERPPlugs connects through NetSuite SuiteTalk web services and the REST API, authenticated with token-based or OAuth 2.0 credentials on an integration role you create. You control which record types the role can read and write. Salesforce is connected through a Connected App.

Yes. ERPPlugs lets you map Salesforce Accounts and Opportunities to NetSuite subsidiaries using a field or rule you define, such as region or legal entity. Currency and tax settings are taken from the target subsidiary. This avoids orders landing in the wrong entity.

ERPPlugs records the NetSuite error message against the Salesforce Opportunity or Quote and places the record in a retry queue. A Salesforce Task can be created for the owner so the issue is visible to sales. Once the data is fixed, the record can be reprocessed without re-entering it.

ERPPlugs can map NetSuite custom fields on standard records, and custom records exposed through the web services, to Salesforce fields or custom objects. Field types and picklist values are checked during mapping. Anything unmapped is skipped rather than guessed.

ERPPlugs writes invoice numbers, amounts, status, customer balance, and credit hold flags to Salesforce records you choose. Reps can see them on the Account or Opportunity page. Which fields are shown is controlled by your Salesforce page layouts and field-level security.

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