Importing And Running The TIBCO Scribe Online Salesforce to NetSuite Sample Flow

Importing And Running The TIBCO Scribe Online Salesforce to NetSuite Sample Flow

book

Article ID: KB0074793

calendar_today

Updated On:

Products

TIBCO Cloud Integration - Connect ( Scribe )

Description

The flow in the attached zip file queries Salesforce Accounts and uses them to create Companies in NetSuite ERP. Follow the instructions in this article to import the flow, and then run it to see how it migrates your data. Download and extract the zip file attached to this article. Save the files in a location that is accessible when you are logged into TIBCO Cloud™ Integration.

IMPORTANT: Running the attached flow modifies data in your NetSuite account by adding Salesforce Accounts to NetSuite Customers. If you do not want to alter data in your NetSuite account, best practice is to sign up for a trial version of NetSuite to use with this flow.

For additional information, see the Integrate NetSuite and Salesforce with TIBCO Cloud Integration video.



Requirements
  • A trial or paid subscription for TIBCO Cloud Integration™ - Connect.
  • A trial or paid NetSuite account with permissions to create records.
  • A trial or paid Salesforce account.
  • If you are using a trial subscription to TIBCO Cloud Integration - Connect, you should already have a Cloud Agent installed.  If not, install a Cloud Agent. See Provisioning a Cloud Agent in the help for more information.

Step 1: Install Connectors

Connectors allow TIBCO Cloud Integration - Connect to communicate with other systems, like Salesforce.
  1. Select Marketplace from the menu bar.
  2. Use the Search field to find the Salesforce Connector.
  3. Select it and click Install on the right side of the page.
  4. Use the Search field to find the NetSuite (CData) Connector.
  5. Select it and click Install on the right side of the page.

Step 2: Set Up Your Connections


A Connection is the configuration of the parameters required by the Connector to communicate with a specific application.

Note: If you have existing Salesforce or NetSuite Connections, you can use those instead of setting up new Connections. However, you might have to reassign Connections in the sample flow after importing it.  

Salesforce Connection
  1. From the menu bar, select Connections.
  2. Click the +Create button in the upper right corner to add a new Connection. Configure the Connection fields as follows:
  3. Select Salesforce and a popup appears. Fill in the required fields.  For detailed information about connecting to Salesforce, see the TIBCO Scribe® Online Connector For Salesforce help.
  • Salesforce URL – This field is pre-filled
  • Name - Enter Salesforce.  This is the name of the Connection in the sample flow and allows the flow to locate the Connection when it is imported.
  • User - Enter your username (email address)
  • Password – Enter your password
  • Security Token – Enter your security token – Note: Your token gets refreshed after every password change
  1. Click Test to test your Connection  and then OK to exit and save your Connection configuration.

NetSuite Connection
  1. On the Connections page, click the +Create button in the upper right corner to add a new Connection. Configure the Connection fields as follows:
  2. Select NetSuite (CData). For detailed information about connecting to NetSuite, see the TIBCO Scribe® Online Connector For NetSuite (CData) help.
  • Name - Enter Netsuite.  This is the name of the Connection in the sample flow and allows the flow to locate the Connection when it is imported.
  • AccountID – Enter your NetSuite Account ID
  • User - Enter your username (email address)
  • Password – Enter your password
  • RoleId – Enter your roleId (leave it empty to use the default UserRole for your user)
  • Additional Parameters – If required enter additional parameters
  1. Click Test to test your Connection, and then OK to exit and save your Connection configuration.

Step 3: Import a Lookup Table

All applications are different. Some allow users to manually enter their data, some others work with drop-down lists to maintain a level of consistency. In this example, NetSuite uses a list to maintain all of the countries. The lookup table file consists of two columns, the ISO Alpha 2 codes and the NetSuite values.
For example: US - > _unitedStates.

Note: If your source (Salesforce) doesn’t have the ISO Alpha 2 code values it sets the country to United States by default. This can be changed based on your requirements.
  1. Locate the countrycodes.csv you extracted from the zip file attached to this article.
  2. Click Environment & Tools on the menu bar.
  3. Select Lookup Tables.
  4. Select +New Lookup Table.
  5. Name it = CountryCodes.
  6. Click Append.
  7. Navigate to and choose the countrycodes.csv file.
  8. Select Complete to import the Lookup Table entries.
  9. Select Close to return to the dashboard.

Step 4: Create an App

Apps contain an Agent, mapping instructions, and Connection information. These objects function in concert to move data from one datastore to another.
  1. Select Apps from the menu bar.
  2. Select the Create/Import button on the top right.
  3. Select On a schedule and Create New App (on the bottom right).
  4. Click New Connect App x at the top of the page and modify it to make the name “Salesforce <> NetSuite”.

Step 4: Import the Sample Flow

A Flow is a visual representation of the instructions needed to integrate your data.  
  1. Locate the Sample flow you extracted from the zip file attached to this article
  2. In the new app you just created, Salesforce <> NetSuite, select the +New Flow button.
  3. Choose Import.
  4. In the Import dialog select Choose File and browse to the SalesforceNetsuiteFlows.json file you extracted from the zip file.
  5. Click the file and select Open to import the Flow. Note that the flow name starts with Imported-.
  6. Click Close.

Step 5: Complete the Flow

Imported flows are always marked as Incomplete.  To enable the flow, you need to open it and verify that there are no errors.
  1. Click the Imported – Salesforce Accounts -> NetSuite Customers Flow to open it. If you created Connections with names that match the Connection names in the flow, you should not have to change anything.
  2. If a matching Connection cannot be found, a warning message displays in the Connections panel on the flow workspace. Select Reassign on the Gear menu to choose a replacement Connection.
  3. You can review the flow  Block by Block to see the logic used to integrate the data.
  4. Click Apply and then OK to save and close the flow.

Step 6: Test Your App
  1. After closing the flow, wait for the app status to change from Preparing to Ready.
  2. When the status says Ready, click the RUN button at the top right of the Application page to test your app. When the app starts, the RUN button changes and says STOP.
  3. Select the Execution History tab to see the status of the running flow. As the data is integrated, the Execution History is updated with the number of records processed. When the app is finished running, Execution History shows Completed Successfully if there were no errors.
  4. You have now successfully imported and run a Salesforce to Netsuite integration, which creates or updates Companies in Netsuite.

For more Sample Flows, see TIBCO Cloud Integration - Connect Samples and Examples.
 
DISCLAIMER

 

Copyright (c) 2020, TIBCO Software Inc. All rights reserved.

 

No Support. You acknowledge that TIBCO will not provide any maintenance or support for this software. You have no right to receive any upgrades, patches, enhancements, bug fixes, new versions or new releases of the software.

 

Internal Use Only License Grant. TIBCO hereby grants you a limited, non‐transferable, non‐exclusive license to use the software solely for your internal business purposes. The name of TIBCO Software Inc. may not be used to endorse or promote products derived from this software without specific prior written permission of TIBCO Software Inc.

 

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT OWNERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.  

Issue/Introduction

Step-by-step instructions for importing and running a Sample TIBCO Scribe Online Sample Flow

Attachments

Importing And Running The TIBCO Scribe Online Salesforce to NetSuite Sample Flow get_app