Zoho NetSuite Integration: Everything You Should Know About
Zoho, among the leading cloud computing service providers, offers numerous software solutions to users who want to manage their business activities efficiently and conveniently.
However, if you want to consolidate data across multiple platforms and streamline your workflow, then Zoho NetSuite integration is all you need.
In this blog, we will discuss everything you should know about Zoho NetSuite integration in detail. Let’s start.
Introduction to Zoho
ZOHO is an all-in-one suite of business apps that help you manage every aspect of your business, from sales and marketing to billing and accounting.
NetSuite’s integration with Zoho gives you access to various features for tracking inventory, managing projects, and analyzing data. Without having to switch between programs.
Once enabled, all the contacts in your CRM will automatically populate into the contact list in NetSuite.
From there, you can add more information about the customer to create and store new contacts, update existing contacts with details such as email addresses or phone numbers, or delete customers who have been dealt with already.
For example, if you have already contacted someone about their order but need to change their delivery address, deleting them from CRM makes it easier to find out who else needs attention.
What is Zoho NetSuite Integration?
NetSuite is the best cloud-based accounting and ERP software for businesses of all sizes. But what happens when you want to integrate your NetSuite data with Zoho CRM or Salesforce? That is where Zoho NetSuite integration comes in.
The process is simple enough, but there are some important considerations that every business should know about before embarking on a Zoho/NetSuite integration project.
- Which integrations are available?
- Is it worth going through the trouble of integrating?
- How do I get started?
- What is my next step?
What are the Benefits of Zoho NetSuite Integration?
Integrating your Zoho CRM with your NetSuite account can save you time and money.
- For starters, it will help you avoid double-entry data entry.
- Secondly, it will make your work more efficient and streamlined as you can easily switch between the two programs without having to log in and out of each one.
- Thirdly, since Zoho is cloud-based CRM software, integrating it with an ERP system like NetSuite makes for an easy transition to the cloud.
- Finally, this integration will allow you to gain insights into sales pipeline management and other vital business areas.
All these benefits are great reasons to consider connecting your NetSuite account with your Zoho CRM.
However, there are also a few disadvantages to remember before proceeding. First, if you do not have an unlimited subscription plan with NetSuite or your company’s database exceeds 250 users, you might need to upgrade before continuing with this integration process.
Furthermore, some companies find that their Excel sheets need to be updated after making changes in Zoho CRM. Consequently, leading them to abandon their new setup altogether.
How to Use Zoho NetSuite Integration?
NetSuite is a web-based accounting software that offers businesses a full range of features to manage their finances, inventory, and sales.
One of the most valuable features for many businesses is the integration with Zoho Reports.
With this integration, you can view your NetSuite data in an interactive report by clicking on the View Data button in Zoho Reports. This allows you to analyze your data more quickly and efficiently.
What are the Types of Data That Can Be Integrated?
As a complete business management suite, Zoho NetSuite gives users access to various data types for integration. Some data types are more common than others, and some may be outside your business. Below is a list of the data that can be integrated with the system.
- Accounting Data
- Financial Data
- Inventory Data
- HR Data
- Manufacturing Data -Operations Data
- Sales and Marketing Data
- Supply Chain Management (SCM).
- CRM Data
- General Ledger Data
- Business Intelligence Data
Business intelligence data refers to the reporting tools many companies use to track and analyze essential metrics about their businesses. These tools provide invaluable insight into how your company operates so that you can make informed decisions about improving it. With Zoho NetSuite, you have access to several different BI tools, including:
This is important because you can get critical insights into what’s happening in your organization through real-time reports and dashboards. In other words, you will know where your biggest bottlenecks are before they end up slowing down your entire operation.
What are the Steps Involved in the Integration Process?
Integrating Zoho NetSuite with your company’s CRM is a three-step process. The first step is to connect the two programs by creating a user account in both systems and generating
The second step is creating a Zoho NetSuite campaign and getting its ID. Use this number to send an API command, either Insert, Update or Delete, through the software of your CRM program.
Finally, it would help if you ran reconciliation processes on each side of the integration to synchronize data.
What are the Key Considerations for Zoho NetSuite Integration?
Choosing the right CRM is a critical part of any business’s success. Therefore, when considering integration with another CRM, one must ask these five crucial questions before deciding.
- What is my company’s need for this integration?
- What will this integration look like?
- Is there anything stopping me from proceeding with this process?
- Who will be in charge of the Zoho NetSuite integration?
- Can I take advantage of existing integrations and features?
If you can answer yes to all or most of these questions, then you are ready for your integration.
NetSuite is an all-in-one platform that can help you manage your business. It offers invoicing, project management, CRM and much more. Zoho integration with NetSuite is a way to connect the two platforms. This allows you to import from one system to the other and vice versa.