SalesForce to Netsuite

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  • Last Post 13 March 2019
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votes
Susan Rullo posted this 05 March 2019

I am trying to export all Salesforce data into Netsuite.

Each Account in SalesForce has Contacts that are linked to the account. I am not sure how to export both the Account and Contact together so they are still linked in Netsuite.

Also, each Opportunity in Salesforce has Contact Roles and Partners attached. I cannot figure out how to import all the data so everything is correctly linked into Netsuite.

I have run multiple single reports for Contacts, Accounts, and Opportunities and know how to import CSV files into Netsuite, but I am hoping I can export all the Salesforce data into one spreadsheet so everything is linked in Netsuite somehow.

0
votes
Mariia Zaharova posted this 13 March 2019

Hello Susan!

We have contacted you by email.

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