Load Historical Data

After initially setting up Salesforce Connector, you need to sync already existing data in NetSuite and Salesforce. Syncing historical data requires the respective syncs to be turned off.

Historical Data for Item Sync

You need to load historic data for items so that:

Existing NetSuite items are synced as new products in Salesforce.
Existing NetSuite items and Salesforce are matched properly.

Before you generate the list and modify the status fields of the items, you need to ensure that the item sync is turned off. The leading practice is to post a record manually first, validate the result, then proceed with bulk historic sync.

The following fields are needed to facilitate historical data for item sync:

Salesforce Product Status Field
Salesforce ID Field

Item

Required Fields for Historical Sync

Existing NetSuite item as new product in Salesforce

Salesforce Product Status Field: CREATERETRY

Match existing NetSuite item to product in Salesforce

Salesforce Product Status Field: CREATERETRY

Salesforce ID Field: {Salesforce ID}

A user with an Administrator role in NetSuite can perform the following procedures. See Working with Lists for more information.

Generate List of Historical Items to Sync to Salesforce

In NetSuite, go to Lists > Accounting > Items.
Filter the list by Inventory Item.
Customize the view with Salesforce Product Status (Custom), Salesforce Product Id (Custom), and Internal ID.
Export the filtered list as a CSV file.
Repeat the preceding steps for the other item types, that is:
1. Filter the list by Non-Inventory Item and export that as a CSV file.
2. Filter the list by Service and export that as a CSV file.
3. Filter the list by Discount and export that as a CSV file.
4. Filter the list by Item Group and export that as a CSV file.
Save each exported file.

Mark Existing Items to Sync to Salesforce

Open the exported file.

Important:
You need to do this procedure for all exported files.
Add a Salesforce Status column to each spreadsheet.
Populate each row in the Salesforce Status column with the value CREATERETRY.
For existing items in NetSuite to be matched to existing product in Salesforce, populate the Salesforce ID Field column with the Salesforce ID of the product.
You can the combine the information from the files into a single spreadsheet into a single CSV spreadsheet, or you can keep each item type in separate CSV files.
Import the modified CSV file (or import the individual CSV files, one at a time) into NetSuite. The CREATERETRY and Salesforce ID values will generate a sync of NetSuite items to Salesforce products.

Historical Data for Customer and Account Sync

You need to load historic data for NetSuite Customers and Salesforce Accounts so that:

Existing NetSuite Customers are synced as new Accounts in Salesforce.
Existing NetSuite Customers and Salesforce Accounts are matched properly.

Before you generate the list and modify the status fields of the items, you need to ensure that the respective customer and account syncs are turned off. The leading practice is to post a record manually first, validate the result, then proceed with bulk historic sync.

The following fields are needed to facilitate historical data for item sync:

Salesforce Create Status Field
Salesforce ID Field

Generate List of Historical Customers to Sync to Salesforce

In NetSuite, go to Lists > Relationships > Customers.
Customize the view with Customer Name, Salesforce Create Status (Custom), Salesforce Account Id (Custom), and Internal ID.
Export the filtered list as a CSV file.
Save the exported file.

Mark Existing Customers to Sync to Salesforce

Open the exported file.
Populate each row in the Salesforce Create Status column with the value UPDATEPENDING.
For each row in the Saleforce Account ID column, enter the counterpart Salesforce ID of each account.
Save the modified CSV file.
Import the modified CSV file into NetSuite.

General Notices