Connecting Salesforce to Netsuite

User Guide: Configuring Source as Salesforce and Target as Netsuite.

 

This guide offers a detailed walkthrough for configuring Salesforce as the source and NetSuite as the target. By following these steps, you'll seamlessly establish a connection, retrieve desired data from the source, and efficiently transmit it to your chosen destination.

 

Data Source :

Step 1:

·       In the Data Source page, Select the source type as API

 

Step 2:

·       Now select the “Salesforce” as your product

Step 3:

·       Choose the appropriate business object based on your needs.

Note: In the event the desired product or business object isn't available, you have the option to select 'Create New' in the product name field. Provide the necessary details for the new product and the business object you intend to configure as the source.

Note: Opting for 'Create New' requires the user to furnish all necessary details essential for configuring the API as the source.

Step 4:

·       OnceAfter selecting the business object is(such selected,as Account Information in this example), the system loads all theprerequisites. pre-requisites

are

loaded.

· Now,

select

 the Authorization and do the following steps:

 

 

·       Give the username and password for accessing the Bizdata universal API (For username and password connect with the Bizdata support team.)

 

 

 

The above mentioned username and password should be passed in the format shown below inside the Request Token Endpoint Body.

{"username":"xxxxxx","password":"xxxxxxxxxxxx"}

Step 5:

·       Now, select the Body header. Configure the JSON data using following steps

 

 

 

Configuration Keys:

1. jdbc_string: This key represents the JDBC connection string used to connect to the SQL Server database. The connection string has the following format: jdbc:sqlserver://{{host_ip}}:{{port_number}};databaseName={{schema_name}};encrypt=true;trustServerCertificate=true;

• {{host_ip}}: Replace this with the IP address or hostname of the SQL Server machine.
• {{port_number}}: Replace this with the port number on which SQL Server is listening.
• {{schema_name}}: Replace this with the name of the database schema or catalog you want to connect to.

Note: The "encrypt=true;trustServerCertificate=true;" part of the connection string enables SSL encryption for secure communication with the SQL Server. If your SQL Server is not configured for SSL encryption, you can remove this part from the connection string.

2. jdbc_path: This key represents the path to the JDBC driver file on your system. It should point to the location where you have stored the "mssql-jdbc-10.2.0.jre8.jar" driver file. Ensure that the path is correctly specified to enable the application to load the JDBC driver.
3. jdbc_driver: This key specifies the fully qualified class name of the JDBC driver for SQL Server. In this case, the value is "com.microsoft.sqlserver.jdbc.SQLServerDriver". It is important to have the correct driver class name to ensure that the JDBC driver is properly loaded and registered with the Java application.
4. username: This key represents the username or login credentials required to access the SQL Server database. Replace the placeholder "{{Username}}" with the actual username or login name associated with your SQL Server database.
5. password: This key represents the password associated with the provided username or login credentials. Replace the placeholder "{{Password}}" with the actual password associated with your SQL Server database.
6. query: This key represents the SQL query that you want to execute on the database. In this example, the query is set to "Select * from tablename". Replace "tablename" with the actual name of the table or the desired SQL query that you want to execute.

 

Data Operations :

·       According to the business needs Operations can be applied, For more information on operations you can visit the Bizdata Help page.

 

 

Data Target :

Step 1:

·       Select Target Type as “API”

 

 

Step 2:

·       Select the Target Name as “Salesforce”

 

Step 3:

·       According to the business requirements select the business object

 

Step 4:

Once the business object is selected all the pre-requisites are loaded, if needed changes can be made to all the headers given.

 

Step 5:

Now you can navigate to Summary page and click on “Submit”.