Access NetSuite Sales Orders in Dynamics CRM

You can improve your sales team's visibility into the needs of both your customers and your business by integrating your ERP and CRM systems. When your sales team can access ERP data whenever they need, they can use high-quality data like customer addresses and customer financial history as the basis for dynamic marketing lists in Dynamics CRM. However, accessing the complete customer history in CRM often requires manually copying data from your other data sources like ERP — and Google spreadsheets. When you need to rekey data across multiple sources, keeping your data synchronized and up to date becomes another challenge.

CData SSIS Components for Dynamics CRM are off-the-shelf tools that address both aspects of integrating ERP into CRM with point-and-click simplicity: Out of the box, you can automate many of the key CRM and ERP integrations, such as viewing your customer financial history in CRM. As you drag and drop the source and destination components onto a Data Flow in SSIS, the components handle the necessary communication with each data source's API.

By accessing NetSuite and Dynamics CRM through APIs, you can rely on accurate and current data: The APIs preserve business logic and reflect any changes to the data. After installing the CData SSIS Components for Dynamics CRM and NetSuite, as well as SQL Server Data Tools, you can transfer sales orders from NetSuite into CRM in 10 steps.

  1. If you do not already have permissions to access NetSuite Web services, contact an administrator. See the connection guide to grant permissions.
  2. In a new Integration Services project in Visual Studio, drag a Data Flow task from the SSIS Toolbox onto the Control Flow.
  3. Double-click the Data Flow and drag the CData Source Component for NetSuite from the SSIS Toolbox onto the Data Flow.
  4. Double-click the source component to open the source editor. Click New. In the resulting dialog, enter the credentials required to connect to NetSuite: To connect to your default role, enter your User, Password, and AccountId in the dialog. To connect to another role, set the RoleId property.

  5. In the Table Or View menu, select the SalesOrder table.
  6. Drag the CData Destination Component for Dynamics CRM from the SSIS Toolbox onto the Data Flow.
  7. Drag the blue arrow from the NetSuite source to the Dynamics CRM destination.
  8. Double-click the destination component to open the destination editor. Click New. In the resulting dialog, enter the credentials required to connect to Dynamics CRM. To connect to CRM Online, CRM 4.0, 2011, 2013, and 2015, the following properties are required:
    • URL: The URL to the on-premise Dynamics CRM installation or Office 365 URL.
    • User: Your Dynamics CRM username.
    • Password: Your Dynamics CRM password.
    If your Dynamics CRM instance has an IFD configuration, you will additionally need to set the STSURL property. You can find a connection manager guide in the help for the SSIS component for Dynamics CRM.
  9. In the Use a Table menu, select SalesOrder. In the Action menu, select Insert for a simple transfer.
  10. Click Mappings to modify the column mappings. SSIS automatically maps columns with the same name. In the Input Column list, select the Ignore option for the Id column.
The components make it easy to work with Dynamics CRM by modeling Dynamics CRM entities as relational tables. In SSIS, this makes it easy to replicate to SQL Server or load SQL Server data into CRM. Just as you use SQL Server, you can use the standards-based components from CData to transfer and synchronize to APIs like NetSuite, QuickBooks, HubSpot, Eloqua, Twitter, and more.