About the Client
The client is a professional services firm in the United States. Its teams manage projects and client work in Salesforce, while its finance team runs on NetSuite.
Business Challenges
Projects, invoices and transactions had to exist in both systems. Keeping them aligned by hand meant re-keying, delays and mismatched figures between delivery and finance. The firm needed both systems to show the same project and billing data as soon as it changed, without anyone copying records across.
Webuters’ Solution
Integration pipelines on SnapLogic connect Salesforce and NetSuite through their APIs, with field mapping and data transformation handled in the middleware layer.
Projects stay aligned across Salesforce and NetSuite as they are created and updated.
Invoices and transactions flow between the two systems in real time, so delivery and finance work from the same figures.
Hundreds of records move between the systems automatically, with no manual exports or re-keying.
The Impact
Case Studies
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