Salesforce and NetSuite Integration

Name: Salesforce & Oracle NetSuite Integration
Brand: Rapidi

What Is a NetSuite Salesforce Integration?

A NetSuite Salesforce integration connects the two platforms, allowing seamless data flow between CRM and ERP. This eliminates manual data entry, improves reporting, and creates a single source of truth across sales, finance, and operations.

Benefits of Salesforce + NetSuite Integration

Integrating Salesforce with NetSuite breaks down data silos and streamlines your business processes. With a unified view of your customers and financials, teams can eliminate double data entry, reduce manual errors, and accelerate decision-making. RAPIDI’s integration empowers organizations to work smarter—improving sales efficiency, enhancing customer service, and providing real-time business insights across departments.

Why connect Salesforce with NetSuite?

Even the world's best ERP and CRM solutions can benefit from integration. By integrating Salesforce with NetSuite, you ensure that your CRM and ERP are working with and for you.

Avoid data silos and extend the capabilities of your Salesforce CRM and NetSuite ERP by integrating them. Remove information gaps and gain a full 360-degree view of your customers. Eliminate manual time-consuming double data entries.

When you integrate NetSuite with Salesforce, you can streamline your business processes, for example, quote to cash. This automates processes and empowers your sales teams to deliver superior service to their customers and contacts.

A NetSuite - Salesforce connector is your guarantee that all departments in your company work together more effectively. The Rapidi NetSuite integration with Salesforce lets you reap all the benefits of a CRM - ERP integration.

Rapidi is the missing link for us to be able to improve our internal processes and grow our business.
Jani Kettula, IT Project Manager, ReadSoft AB

How Rapidi’s NetSuite - Salesforce Data Integration Solution Works

RAPIDI’s solution connects Salesforce and NetSuite using a robust, cloud-based platform designed for flexibility and reliability. Our pre-built integration templates cover the most common business processes, while the Rapidi Platform allows for customizations to fit unique requirements. The result: seamless data flow between CRM and ERP, with automated scheduling and minimal IT involvement required.

simple and user-friendly.

Rapidi's data integration solution is flexible and can integrate Salesforce CRM with Oracle's widely used, cloud-based NetSuite ERP solution.

Making ERP data available in a useful, concise format in Salesforce can be challenging for many integration platforms. The RapidiOnline Salesforce integration with NetSuite provides a simple, functional sync of your NetSuite data in Salesforce.

Many businesses have common data integration requirements. With this knowledge and best practices from hundreds of projects, we develop configured templates including pre-mapped and adaptable data transfers.

Scalable systems

We don’t do static integrations. Your Salesforce and Oracle integration can grow as your business grows. We will support ambitions wherever they take you. Rapidi delivers data integration solutions that meet your needs today, next year, and even further. Our system can easily be customized.

a flexible pricing model

You can benefit from a flexible pricing model for your Salesforce integration with NetSuite. RapidiOnline is a subscription-based service, which allows you to choose the pricing that fits your business.

Real-Time Sync Capabilities

With RAPIDI, your Salesforce and NetSuite systems stay perfectly in sync—no more waiting for overnight batches. Our real-time synchronization ensures that customer, order, inventory, and financial data are always up to date, enabling your teams to respond quickly to market changes and customer needs. This live connectivity supports better collaboration and sharper business performance.

Pre-Built Connectors & No-Code Setup

RAPIDI’s integration comes with pre-built connectors for Salesforce and NetSuite, drastically reducing deployment time. Our intuitive, no-code interface makes setup and adjustments simple—even for non-technical users. This means you can launch your integration quickly, adapt as your business evolves, and focus on growth rather than technical challenges.

Connect Your Systems - Drive Results. See Rapidi's no-code iPaaS solution in action: Integrate ERP, CRM, databases and systems in days - not months.

Security & Compliance

A secure approach to Salesforce - NetSuite integration

Security and compliance are at the core of RAPIDI’s integration platform. We use encrypted data transfers, multi-factor authentication, and comprehensive access controls to safeguard your sensitive information. RAPIDI is designed to help you meet regulatory requirements and industry standards, ensuring your data integration processes are both secure and compliant.

With Rapidi, we connect NetSuite with your Salesforce CRM using the Salesforce web API. Your data is protected by SSL encryption during the transfers and by the user profile with which you log in.

We use advanced data integration technology, to ensure that your Salesforce - NetSuite integration solution is secure. The RapidiConnector ensure that you have access to your systems without jeopardizing your system. No changes to legacy systems are required. All data is compressed and encrypted resulting in incredibly efficient, fast and safe data transfer that requires minimal bandwidth.

Rapidi is a Salesforce AppExchange-certified solution, and has undergone strict and thorough AppExchange security, external penetration tests and availability review.

Use Cases & Industry Applications

RAPIDI’s Salesforce–NetSuite integration is trusted by organizations across industries such as manufacturing, professional services, SaaS, and wholesale distribution. Typical use cases include automating order-to-cash cycles, synchronizing customer and product data, and providing unified reporting for finance and sales teams. Whether you’re scaling operations or streamlining workflows, RAPIDI delivers the integration agility your business needs.

How Rapidi connects Salesforce with Oracle NetSuite:

Quote to Cash Example Flow (Salesforce → NetSuite Integration)

Throughout our experience in the data integration space we see a very common business scenario that we integrate for our clients, which you see illustrated in the diagram below also know as the quote to cash scenario being a part of the entire lead to cash scenario.

quote to cash example

Quote to Cash WORK Flow Explained

Lead is Converted
A new Lead is captured in Salesforce Sales Cloud. When qualified, the lead is converted into an Account (company), Contact (person), and an Opportunity (potential sale).
Quote is Accepted
The sales rep works the Opportunity and generates a quote (using CPQ if available). Upon customer acceptance:
- Account and Contact information is kept in sync.
- An accepted quote is converted into a Sales Order in Salesforce.
Integration: RAPIDI syncs Sales Order, Account (Customer), and Contact data from Salesforce to NetSuite.
Order is Invoiced
The Sales Order is received in NetSuite, where fulfillment and invoicing are managed. NetSuite generates an Invoice or Credit Note for the order.

Integration: Invoice details and status are synced back to Salesforce, updating the sales team and providing visibility.
Invoice is Paid
The customer pays the invoice; Payment is recorded in NetSuite.

Integration: Payment status is synced back to Salesforce, so the sales team can see when the invoice is paid and close the loop on the transaction.

Supporting Data Syncs

Product ↔ Item: Salesforce products are mapped to NetSuite items.
Pricebook ↔ Price: Salesforce pricebooks are mapped to NetSuite pricing.
Sales, Payment, and Order History: Open sales orders, sales history, and payment history are kept in sync between Salesforce and NetSuite for full visibility.

In summary:
The process starts with lead conversion in Salesforce, moves through quoting and sales order creation, syncs critical data to NetSuite for fulfillment, invoicing, and payment, and keeps both systems updated—so teams always have the latest information with no silos or double entry, just seamless Quote to Cash!

Feel free to contact us, we can help you seamlessly integrate Salesforce with Oracle NetSuite.

Your Integration, Simplified. Use pre-built connectors and visual mapping to link your systems - quick, secure, scalable. i.n days - not months.

Frequently Asked Questions

Why should I integrate Salesforce and NetSuite?

Integrating Salesforce and NetSuite with RAPIDI eliminates manual data entry, reduces errors, and gives your teams a unified, real-time view of customers, orders, and financials. This streamlines processes, boosts productivity, and supports better business decisions.

What data can be synchronized between Salesforce and NetSuite?

RAPIDI enables seamless synchronization of key data such as accounts, contacts, opportunities, sales orders, invoices, products, and custom fields between Salesforce and NetSuite. You can tailor the integration to your specific business needs.

Is the integration real-time or batch-based?

With RAPIDI, you can choose real-time, scheduled, or batch-based sync depending on your requirements. Our platform supports both instant updates and automated scheduled transfers to keep your systems aligned.

How do you handle duplicate records or data conflicts during sync?

RAPIDI includes robust data validation and conflict management tools. It detects duplicates and conflicts, allowing you to set rules for how records are matched, merged, or flagged for review—ensuring data integrity across both platforms.

Can custom fields and objects be mapped between Salesforce and NetSuite?

Yes, RAPIDI’s flexible mapping engine lets you connect standard and custom fields, as well as custom objects, between Salesforce and NetSuite. This ensures that all your critical business data is integrated, no matter how unique your setup.

What are the most common challenges in integrating Salesforce and NetSuite?

Common challenges include differences in data structures, handling customizations, and maintaining data consistency. RAPIDI addresses these with pre-built connectors, advanced mapping, and ongoing support to simplify even complex integrations.

How secure is the data transfer between Salesforce and NetSuite?

Security is built into RAPIDI’s platform with encrypted data transfers, multi-factor authentication, and strict access controls. We help you meet compliance and industry standards, so your sensitive business data stays protected.

How much technical expertise is required to set up and maintain the integration?

RAPIDI is designed for ease of use with a no-code setup and pre-built templates. Most customers can configure and manage integrations without deep technical skills, and our support team is always available for assistance.

Can I customize which records and fields are synced?

Absolutely. RAPIDI allows you to define exactly which records, fields, and objects are synchronized between Salesforce and NetSuite, giving you complete control over your data integration.

What happens if there is an error or failure during data sync?

RAPIDI provides detailed error logging, alerts, and automatic retries for failed syncs. You’ll be notified of any issues, and our support team can help you quickly resolve errors to keep your integration running smoothly.

Business IMPROVEMENTS

When Salesforce and Oracle NetSuite work effectively together, your operational efficiency improves instantly

connects existing
accounts

Accounts in Salesforce become customers in Oracle NetSuite
and vice versa

Single point of
data entry

Records in Oracle NetSuite are transferred and become records in Salesforce

Data kept
up-to-date

All mapped data is kept in perfect sync between Salesforce and Oracle NetSuite

Many data
view options

Rapidi provides a free Salesforce App Extension that enables visibility of sales history and other ERP information

Payments tracked and
kept in sync

Up-to-date invoices and payment history transferred automatically into Salesforce

View data across
platforms

All integrated data in Oracle NetSuite are transferred and become visible in Salesforce

Dynamic order
creation

As deals are closed in Salesforce they instantly become sales orders in Oracle NetSuite

Customize your
integration

Other objects, both standard and custom, can be added easily to the integration

LEARN MORE ABOUT HOW DATA INTEGRATION CAN Help Your Business

Data integration with
Rapidi

Learn how Rapidi can help you integrate your systems to automate processes and improve sales management.

HOW TO INTEGRATE SALESFORCE WITH
YOUR ERP SOLUTION

Get a quick and comprehensive overview of Rapidi and understand how to easily integrate Salesforce with your ERP solution.

Why THIS SOLUTION?

Rapidi maximizes operational efficiency and revenue potential by making all data available across your two primary systems; the CRM and ERP. There is no programming involved. You’ll be up and running with staff fully trained in just a few days.

Using highly advanced connection technology, the integration is secure and no changes to legacy systems are required. All data is compressed and encrypted resulting in incredibly efficient, fast and safe data transfer that requires minimal bandwidth.

“With Rapidi, we have seamlessly integrated our three primary systems, and through that, also our three divisions. The outcome is efficiency through increased information availability and better communication, both internally and externally.”

Eric Johansen, Managing Director at InLead

AppExchange 5 review

WHO IS THIS Suitable FOR?

Any company struggling to use data
You want a solution that works 'out-of-the-box', where changes do not need programming
You want a data integration solution that works quickly, without disrupting your business
You want your systems integrated, updated, synced and secure
You want to use a data integration specialist, with a great track record of helping businesses like yours
Your business is poised for growth and you know integrated data will help you achieve your goals

WHY RAPIDI?

For more than 30 years, Rapidi has improved data integration technologies for businesses all over the world, helping them perform better.

RapidiOnline is our programming-free solution that makes data integration simpler and faster than ever.

Technology experts
Top industry talent created Rapidi and continue to develop it

Built to solve problems
Rapidi offers a simple solution to complex issues

Digital visionaries
Rapidi was the first data integration platform of its kind

Best customer care
97% satisfaction rate from our customers and hundreds of 5-star ratings

Making business better
Rapidi service supports, maintains and updates systems securely

Constant development
Rapidi developers constantly work for even faster, simpler solutions

Salesforce - Oracle NetSuite Integration