Getting Started
Product Matching

Match with Dataload

2min

As Breadwinner is built upon objects in Salesforce, you can perform Dataloads to update and match Products. This process is only for administrators knowledgable and practiced in Dataloading and aware of the risks involved. In order to perform a mass update to align NetSuite and Salesforce products you will set Salesforce Products to their corresponding existing NetSuite Items. You will need to set:

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Using your tool of choice (Salesforce Inspector shown below)

  • Extract the Product2 object with Id's. The exact namespace may be different than shown. Or <namespace>__BW_NetSuite_Item__c object if you are setting Do Not Match.
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  • Update the extracted data with:
    • If you have a matching NetSuite Item:
      • Corresponding Salesforce NetSuite Item ID (salesforce Id) in the <namespace>__NetSuite_Item__c field.
    • If you do not have a corresponding Salesforce Product, and do not want the NetSuite Item to show on Product Match page
      • "true" in the <namespace>__Do_Not_Match__c field..
  • Perform the Update dataload to set the values and complete their alignment.



Updated 03 Mar 2023
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