Project Overview
Cordance faced manual and error-prone data transfer between Salesforce and NetSuite that caused delays, inaccuracies, and lack of visibility. Closeloop implemented a real-time integration using Celigo integrator.io, automating Salesforce CPQ data flows into NetSuite immediately upon opportunity closure, reducing errors, improving workflow efficiency, and enabling synchronized CRM-ERP processes across the business.
Business Challenges
- Manual data transfer between Salesforce CPQ and NetSuite led to duplication and errors.
- Billing and subscription processes required manual intervention and were slow.
- Delayed revenue recognition impacted financial workflows and reporting.
- Disparate systems limited cross-platform visibility for sales and finance.
- Complex data mapping between CRM and ERP hindered timely synchronization.
Solution
- Implemented Celigo integrator.io as a middleware integration platform.
- Built an integration layer connecting Salesforce CPQ triggers with NetSuite.
- Automated real-time data sync upon Opportunity “Closed Won” events.
- Transferred key records, including customers, billing, and subscription data.
- Provided documentation and training for teams.
Approach
- Analyzed Salesforce and NetSuite data flows and pain points.
- Designed integration architecture with real-time triggers and mapping logic.
- Configured Celigo’s integrator.io with connectors and workflows.
- Tested integration flows for accuracy and performance.
- Delivered documentation and trained teams.
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