How To Get Records Using NetSuite Integrations?

As business requirements come in various shapes and sizes, NetSuite offers assorted modules to address them. Along with ERP, it also takes care of CRM-related activities. While a single tool handles so much, importing/exporting records could be challenging. This is the case with NetSuite. Via this post, we’re trying to make data import/export from NetSuite an easy job as we will talk about the best NetSuite integration for this task. 

The Standard Process

NetSuite already understood the need to fetch the records from multiple resources. This is why certainly viable options to get need-based records from the other applications to NetSuite are explained by NetSuite only. 

Have a look at them:

• CSV Import

This import facility is most commonly used and suitable for getting small to medium-sized datasets from various applications to NetSuite applications. As the data captured is delivered in a CSV file, tons of effort are saved, and error possibilities are reduced.

• SuiteTalk SOAP Web Services 

The large-sized in-transit data can be imported using CSV import. For this, you’ve to use SOAP API to develop a customized data import tool. 

Using Integrations

While these two data import processes work conditionally, they both demand a bit of hard work and can be a bit limited. Using a NetSuite integrations, capable of data import, is far better.

Here are a few consider-worthy NetSuite integrations:

• WooCommerce NetSuite Integration

Preferred by everyone from small to large-sized online merchants, WooCommerce came into being in 2011. Anyone having an e-commerce platform must be aware of the power of WooCommerce. A majority of WordPress-based e-commerce websites use this open-source plugin due to its utilities. The good news here is that WooCommerce Netsuite integration is possible.

By integrating NetSuite with WooCommerce, e-commerce store owners are going to experience great productivity and workflow processes while saving a huge deal of operational cost and processing time. 

WooCommerce NetSuite Integration is the easiest way to automate workflows involving the orders, products, and other key data and synchronize it as per the need of the hour. When such crucial data is gathered and processed seamlessly, taking data-driven decisions becomes easier than before. 

Not only this, the merger of WooCommerce’s front end with the result-driven back-office features of NetSuite Integration permits an e-commerce store owner to have a better hold over customer data. Capabilities like automated fulfillment data, bill-order data, invoice data, inventory data, and ticket data fetching and processing bring perfection to various workflows. 

• NetSuite Expensify Integration

Expensify is a web-based expense management tool for everyone. The tool is highly flexible and can be paired with NetSuite. When it happens, a simplified back-office workflow is certain as one can get all the records related to invoices and expenses directly in NetSuite.  

Once this integration is successfully activated, it’s easy to automate the merge of the expense data with predefined NetSuite categories like projects, classes, customers, locations, and many more. While all of this happens, accuracy is maintained at every stage. Data will be processed quickly, whether you’re fetching data from a new NetSuite account or from an old Expensify account. 

• Salesforce NetSuite Integration

Loved by marketing, finance, analytics, and various other key operational fronts, SalesForce is a feature-rich cloud-based CRM software with endless capabilities. Its integration with NetSuite will certainly bring revolutionary changes as it leads to quick and reliable data updation, improved customer experience, and accurate report generation. That’s not the end, as the outcome depends on the integrated features. If you want to learn more about “How to integrate NetSuite with SalesForce?”, contact a trusted NetSuite partner. 

• Zuora NetSuite Integration

In case you need to get the subscription-related records from NetSuite, try integrating it with Zuora. Zuora is an ERP solution designed to manage subscription-based services. 

This integration leads to one-way push/sync of Zuora customer accounts to NetSuite or vice-versa. In addition, the integration makes it easy to get records related to payment, adjustment, credit/debit memo sync, subscription creation, and many more.

• NetSuite Jira Integration

Jira is a feature-rich tracking system that helps businesses of sorts to do real-time tracking in bug tracking, project tracking, issue tracking, and various other sorts of tracking.

This tool can be paired easily with NetSuite for quick and seamless data accessibility. Integration of Jira with NetSuite permits an enterprise to bring efficiency in ticket and change management. As data import/export will be direct, impact analysis and release management will be time–driven.

Also, this integration is a great way to save a huge deal of effort that businesses have to make to reconcile system notes with Jira Ticket. 

The workflow becomes speedy as both the NetSuite deployment and Jira tickets will be accessible from a single place. 

• Square NetSuite Integration

Square, as well all know it, is a renowned cloud-based POS system capable of doing customized payment processing, invoicing, barcode scanning, and various other tasks.

By integrating Square with NetSuite, it’s easy to load payment-related data in any direction, sync data two-ways, perform mass data deletion or update, and many more things. The best part of this integration is that data filtering and transformation can happen in two ways.

Important Suggestion to Get all Records using various Netsuite Integrations

All these integrations indeed make data processing within NetSuite and other business-critical applications easier than ever. But, it’s not as easy as it seems. 

Bringing any integration into action demands extensive data integration configuration, a bit of coding, need-based fields deployment, and hard work on multiple other fronts. So, the secret to a successful NetSuite integration that will help you get all the records is hiring expert assistance. 

Depending upon the integration you want to use, hire a partner that has a deeper understanding of NetSuite and secondary software. Let them do the job while you remain focused on your goals.