How to integrate Salesforce and NetSuite data using AI
The Parabola Team
Here's how to use AI to automatically integrate your NetSuite and Salesforce data in five simple steps, using Parabola:
- Set up your data sources by creating a new Parabola flow and connecting both your NetSuite ERP and Salesforce accounts.
- Select the specific data you want to integrate from each platform - leads, opportunities, and accounts from Salesforce, financial records and customer data from NetSuite. Configure any necessary filters or parameters.
- Clean, organize, and transform your data. In short, do anything you'd otherwise do in spreadsheets. To help, Parabola offers five different AI-led transform steps.
- Apply any additional processing needed, such as customer record reconciliation, opportunity-to-order mapping, or revenue analytics.
- Generate your results by previewing the integrated data and running your automated flow. Once set up, this process will handle new data synchronization automatically.
Practical use cases and examples
Creating integrated customer management
By integrating data from both platforms, you can create automated workflows that keep your customer records synchronized between your CRM and ERP systems. This ensures consistent customer data and streamlined order processing.
Automating order-to-cash processes
Integrating key information from both platforms allows you to automate processes like order creation from opportunities, revenue recognition, and financial reporting, helping you streamline your business operations.
Generating unified reports
Using Parabola's data visualization capabilities, you can create comprehensive reports and dashboards that showcase insights from your integrated platforms. These reports can be used to inform business decisions, track performance, and communicate with stakeholders.
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Why would you want to use AI to automatically integrate your NetSuite and Salesforce data?
Integrating data from both platforms can be a time-consuming and complex task. However, by using AI-powered tools like Parabola, you can automate this process and save yourself a significant amount of time and effort. Integrating NetSuite and Salesforce data can be useful for:
- Creating unified customer records across both platforms
- Building automated order-to-cash workflows
- Generating comprehensive business analytics and reporting
