Create new NetSuite Lead from Salesforce Lead (NetSuite API V2)
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This integration selects new Salesforce leads and imports them to NetSuite.
Notes
This integration works for the NetSuite API V2 (REST) connector only.
The integration does not import pre-existing Salesforce leads to NetSuite leads.
How to Set Up
- Select or create connections: Salesforce connection for Source and NetSuite V2 (REST) connection for Target.
- Provide the necessary information for the integration execution:
- Open the import task.
- In Mapping Definition of your import task, for the Subsidiary Internal identifier field, specify the name of your subsidiary instead of Enter subsidiary name here....
- Save the task.
- Specify the schedule on which the integration will run automatically.
Tips
- To create NetSuite leads from specific new Salesforce leads, configure filters in the task editor.
Frequently Asked Questions
What do I need to start this import?
Connect your source and target apps, review the prebuilt import setup, and run the template.
Can I change field mappings before importing?
Yes. You can review and modify mappings, filters, and other import settings before running the import.
Can this import run automatically on a schedule?
Yes. Import templates can run automatically based on your selected schedule.
What happens if some records fail during import?
Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.
Do I need coding skills to use import templates?
No. Import templates are configured through Skyvia’s visual interface without coding.