Data Connectivity Across Multiple NetSuite Accounts via Celigo
Branding & Advertising | USA
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Having multiple accounts to manage your transactions across multiple industries is essential. What if you want to sync this data into a single account that only displays the transactions you prefer? Sounds good, right? Let's check how this is implemented for one of our clients.
Client Portfolio
A USA-based branding and advertising company approached us to integrate data between two NetSuite accounts. Dealing with multiple clients and industries, it is necessary for them to have a connection to their accounts to track and update their order flow.
Problem Statement
One of our clients recently implemented the NetSuite cloud-based ERP system within their business to make business processes much easier. However, they encountered some challenges while trying to integrate the data from the new NetSuite account into their existing one.
In addition to wasting valuable time and resources with the manual entry and duplication of data between systems, it is also likely to increase the chances of errors and discrepancies in those transaction records. The client is seeking a solution to automatically transfer essential data such as sales orders, purchase orders, and inventory items between their new system and NetSuite.
What We Suggested
Our experts went through the requirements of the client thoroughly and proposed going for Celigo Integration for the easy transfer of data from their system to NetSuite, as the client already has a Celigo account. The steps for data transfer are as follows:
1) Automated Data Transfer:
• Design customized integration flows to automate the transfer of sales orders, purchase orders, and inventory items between the client’s new NetSuite account and existing one.
• Utilize Celigo Integration’s robust capabilities to ensure the efficient and accurate data synchronization in real-time.
2) Order Management:
• Integrate the creation of sales orders initiated in the client’s existing system with NetSuite, in such a way that the sales order automatically gets generated in NetSuite’s platform.
• A bi-directional synchronization to update both sales and purchase order statuses between both systems. This is to ensure transparency and consistency in order management.
3) Up-to-date Fulfillments:
• Automate generation of item fulfillments in NetSuite in response to sales orders received directly from the client’s existing system to optimize the item fulfillment process.
4) Multi-subsidiary Management:
• Configure Celigo Integration to support multi-subsidiary operations so that the client can efficiently manage transactions across multiple subsidiaries accurately and with ease.
Challenges
Despite all the pros that Celigo integration offers, there were some challenges during its implementation stage. Proper testing was very important to ensure zero discrepancies or issues in data transfer before deployment.
Customer Success
The implementation of Celigo Integration was a guarantee for the high success rate our client experienced, bringing along the benefits including:
• Enhanced Efficiency: Automation of data transfer processes eliminated the need for manual entry, reducing the risk of errors and improving the overall efficiency in transaction management.
• Timely Visibility: The client gained immediate access to accurate transaction data with scheduled integration, thus assisting in making prompt decisions, and enhancing the customer service according to the user’s desired intervals.
• Cost Savings: Eliminating the duplication of entry and manual reconciliation efforts saved labor costs and error-related expenses.
- Manual record generation was reduced
- Eliminated duplicate data
Way Forward
Through Celigo integration, data synchronization across multiple NetSuite accounts became much easier. This ensures the automatic creation of transaction records based on clients’ preferences. This integration makes it easier to monitor multiple business operations across different industries.
Are you looking to streamline your multiple business operations? Do you wish to eliminate manual order and item creation? Contact us today to fully leverage the power of our integrated solution for streamlined business operations.
