Before we discuss tips to integrate with NetSuite successfully, let’s briefly talk about Netsuite. NetSuite is a part of the Oracle enterprise software. It has become the fastest-growing cloud-based ERP (enterprise resource planning) solution providing a SaaS-based business management suite that is easy to use, efficient, and flexible.
NetSuite’s cloud-based business allows customers to access multiple products and services, from financials to inventory management to customer relationship management.
Integration with NetSuite supports real-time visibility into a company’s accounting, financial, customer, and inventory management data and operations via a single access point. Its total business management system allows your organization to respond quickly and efficiently to opportunities and threats across your entire business because it integrates with existing systems. This allows the entire IT organization to collaborate through one business process to serve customers better and improve employee productivity.
Here we want to give you the seven tips you need to integrate with NetSuite successfully.
#1 Begin with the End in Mind to Integrate With NetSuite
As with any integration, integrating with NetSuite, there will be issues/challenges along the way. For this reason, the planning/design phase should begin with the end in mind. This allows one to consult head-on future issues and flush them out. Think of the whole design, the APIs you will use, how the data will flow back and forth from each system, and decide how the programs will work. At this stage, proofs-of-concept are beneficial. Using this tip, you will have a plan that creates efficiencies with a prioritized project plan.
#2 Get All the Data Points You Need
Gathering all your data points is fundamental in figuring out which systems are the owners or controllers of the data. You must consider the receiving side of your integration and gather all the data points the sending side will send. This way, before starting, we can make a full map of the data expected to be sent and received to complete an integration loop. This exercise can be one-way or two-directional. When you preplan the sending and receiving of data, the integration will be a much smoother experience than if you had no mapping.
Without this step, the systems could overwrite one another, impacting data integrity. While this process might take a lot of time, it is worth it. You want to eliminate any confusion and problems you might have later during integration with NetSuite.
Getting all the data points also means involving every stakeholder, from customer service, operations, accounting, and fulfillment, to understand what the integration will do and where it will save time.
#3 Avoid Duplicating Efforts in Systems
One of the main parts of integrating systems is ensuring one is working with the other and not duplicating efforts. This step is critical in enabling the integration to find, update, and create a new record, or being able to put the records together manually.
When you eliminate duplications, it allows for a much smoother process, and you can utilize external data better. External ID is a built-in feature in NetSuite and is set up through CSV import, SuiteScript, or SuiteTalk to remove and prevent duplications. It will also allow you to see if an add or update needs to occur.
Avoiding duplication efforts in systems allows the core part of integration to work to the best of its abilities.
#4 Test, Test, and Retest As You Integrate With NetSuite
Testing is one of the essential parts of NetSuite Integration. Testing often will enable you to optimize the performance of the system. Starting early testing can address and solve problems before they become more significant issues later. This will also allow you to try new features and optimize their performance. Continue to Test, Test, and Retest for the most successful integration.
#5 Training Post Integrating With Netsuite
Once your system integrates with NetSuite, training is vital to total success. All participants must understand how the system works and operates in real-time. A thorough understanding of your system provides a solid foundation for handling multiple scenarios. It further allows employees to work confidently and expeditiously.
#6 Interaction of Improvements
Once the integration goes live, most of the work is complete. But that doesn’t mean problems won’t arise or changes won’t be needed. Address errors that pop up and find where the problem lies. Make sure to optimize and improve the integration to keep your system at its best.
Improvements will be needed over time, but you can make the changes and know where to look to fix the problems. The repetition of testing and following these steps will allow your process to become smoother.
Incorporating these top tips into your NetSuite Integration process will help improve and keep your business up and running.
Integrate With NetSuite With DataOngoing
DataOngoing integrates with NetSuite to its advantage to help businesses overcome challenges. Integrating with NetSuite affords you the tools to succeed short and long-term. With quick and easy NetSuite automation, your business will flow better than before. And with long-term effects like saving money and time, you will be able to focus your time on what matters to your business. Let us help you and simplify the way you do business!