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2min

Company Matching

Congratulations you've initially configured Breadwinner for NetSuite! Let's now get companies matched.

Verify you have initially configured and are fully imported

Ensure that Configure Netsuite Objects Sync to Salesforce is complete, showing a green checkmark.

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You can further ensure that all data has been synced by verifying on the Breadwinner for Netsuite Import Progress page. This is found under Troubleshoot in the Admin section.

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Make sure that ALL indicators are showing green Finished, or grey Sync Disabled indications before proceeding. It's not imperative, but it is generally better to be patient until this process is done as it will ensure fuzzy matching or id matching has the best chance for success.

Updated 22 Feb 2022
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Verify you have initially configured and are fully imported