Hello! We are exploring an integration between our Salesforce (NPSP) and NetSuite systems. We do not have in house skill capacity to do this and have been speaking with implementation partners. We've been pitched Celigo and MuleSoft as potential tools.
The basic process we are hoping for would be:
- Sales team enters invoicing information into Salesforce
- When TBD trigger is activated, Salesforce sends the info to Netsuite, booking the revenue and generating an invoice
- Human reviews invoice, approves, and then ideally system sends it off (though open to a Human sending it :))
- Payment information is input into Netsuite
- When TBD trigger is activated, Netsuite sends payment info to Salesforce, recording payment details and marking opportunities as paid
If you have experience with Celigo, MuleSoft, or another tool, would love to hear any pros or cons! Feedback on implementation partners also welcome.
Thanks!
Marie
#Integration
We did a very similar Salesforce to NetSuite sync with Celigo a couple of years back and it worked well for us. Setup is honestly pretty approachable, lots of prebuilt templates for the common flows like invoice and payment sync, and their support team is solid when you hit a weird NetSuite mapping issue. MuleSoft is more powerful and flexible but in my experience it is overkill unless you have a dedicated integration person, the learning curve is steep and the cost is in a different league. For a straightforward flow like yours, I would start with Celigo and only look at MuleSoft if you outgrow it.
