Integrate Salesforce
with NetSuite

Data Solutions

Connect Salesforce with NetSuite to streamline workflows between CRM and ERP platforms. KingswaySoft’s ETL-based integration enables you to manage customer, transaction, and billing data efficiently between systems while keeping records consistent across departments.

Salesforce ToolkitNetSuite Toolkit

Salesforce with NetSuite Integration

Sample Integration Use Case

Align CRM and ERP Customer Profiles

Align CRM and ERP Customer Profiles

Your sales team works in Salesforce and your finance and operations teams rely on NetSuite. To reduce redundant data entry and ensure visibility, you want to sync customer profiles and related financial data between platforms.

  • Customer Records Updated in Salesforce: Triggered by new deals or profile changes

  • Mapped and Transferred to NetSuite: Includes contact, billing, and sales data

  • ERP Activity Synced Back to CRM: NetSuite updates such as invoice status are reflected in Salesforce

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Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

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Maintain Accurate Customer Data Across Systems

Maintain Accurate Customer Data Across Systems

Reduce errors by ensuring both platforms reflect the same customer and transaction details.

Improve Cross-Team Coordination

Empower sales, finance, and operations with shared data for better decision-making and customer service.

Improve Cross-Team Coordination

Aligned Data and Improved Workflows

Connect customer and financial records between systems for full visibility and operational alignment.

Scenario Data Movement Business Outcomes
Sync new customer profiles Salesforce → NetSuite Ensure the ERP system reflects current CRM data
Push closed opportunities to ERP Salesforce → NetSuite Automate invoice or sales order creation
Reflect invoice status in CRM NetSuite → Salesforce Help sales teams follow up on overdue payments
Update account-level notes NetSuite → Salesforce Provide full customer context in CRM
Transfer product catalog updates NetSuite → Salesforce Align CRM quoting with ERP product data

System Compatibility

Integration Tools Built for Each System

Access the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.

Comprehensive Integration Solution
Using Our SSIS Ultimate Edition

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Salesforce Integration Scenarios

View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.

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and Migration Problems

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