After you’ve integrated your Netsuite account with your Octiv account, you can easily move data back and forth.
Incoming data (NetSuite to Octiv)
The data set within Netsuite is small enough that Octiv will automatically pull every field available.
When you add a Netsuite Opportunity to your Octiv document, all standard and custom fields will be available in the document.
Note: Custom fields that do not hold any value will not be pulled over. They must contain a value of some kind in order for Octiv to see them.
Outgoing Data (Octiv to NetSuite)
Use the outgoing data tool to push information from your Octiv account back into Netsuite. You can use various events to trigger outgoing data, and you can push data into any standard field within your Netsuite account. Custom fields are not available to use with this feature.
Follow these steps to configure this tool:
- From your user dropdown in the top right corner, go to Administration => Integrations => NetSuite CRM => Edit
- Scroll down to the Outgoing Data section
Select the Octiv event that you want to trigger updates of Netsuite records. You may select
- Create New Version
- Finalize Version
- Ask a Question
- First View
- Formstack Form Submission
- Email Sent
- Request Approval
Select a specific Template or All Templates to designate how this rule will apply
- Select the NetSuite Opportunity object and the field you’d like to send the information to
- Select the Octiv data to map to the assigned field or specify the value to set in NetSuite
- Click Add
Example Use Cases
Send the URL of a published proposal back to your Opportunity when that proposal is published.
Select event Publish
Choose your template
Select the Opportunity object and the Memo field
Define value: Proposal Field = Proposal: Public URL
Update the closed date of an Opportunity when a proposal or contract is accepted.
Select event Accept
Choose your template
Select the Opportunity object and the Close Date field
Define value: Proposal Field = Proposal: Closed At (DateTime)
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