🤝 Sync NetSuite customers to Salesforce accounts & contacts with auto upserts
⚡ 230 views · 🤝 CRM & Sales Operations
Description
Short Description
Automatically exports customer records from NetSuite and syncs them into Salesforce — creating or updating Accounts and Contacts depending on whether the NetSuite record represents a company or an individual.
Who is this for / Use case
This template is designed for businesses and integration developers who:
- Use NetSuite as their ERP or CRM system.
- Need to automatically sync customer data (both companies and individuals) into Salesforce.
- Want a reliable, scalable solution that supports pagination and upserts.
- Prefer a ready-to-use, easily customizable workflow built on n8n.
How it works
- Initialize pagination offset.
- Fetch customer records from NetSuite in batches via REST API.
- Split the retrieved array into individual items.
- Check record type — company or individual.
- Upsert to Salesforce:
- For companies → creates/updates Account records.
- For individuals → creates/updates both Account and Contact (linked to the Account).
- Merge results from both branches.
- Update pagination offset for the next batch.
- Repeat until all records are processed, then end the workflow.
Setup / Configuration
- Import the workflow into your n8n instance.
- Set your NetSuite and Salesforce credentials.
- Ensure your Salesforce Account/Contact objects have a matching External ID field.
- (Optional) Adjust mapping fields or filters to your data needs.
- Execute manually or trigger on a schedule (e.g., daily sync).
🔗 Nodes Used
Salesforce, Schedule Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File