Technical Resources

Sync Documentation

9min

Syncing data is the most critical aspect of any integration application. Breadwinner for NetSuite has implemented various syncs to ensure end-to-end data transfer from NetSuite to Salesforce. This documentation explains all the types of syncs Breadwinner uses to maintain data consistency.

After successfully connecting to the Netsuite org from the Breadwinner App, Breadwinner syncs the following data from the Netsuite in the order specified below.

  1. Subsidiaries
  2. ExpenseCategories
  3. Locations
  4. Departments
  5. Classes
  6. Currencies

Preview Data Sync

This sync is used for faster onboarding purposes, to bring the core data from NetSuite into Salesforce quickly. This core data includes records of Sales orders, Invoices, Payments, Credit Memos, Estimates, and Contacts.

Initial Sync

After Preview Date Sync is complete, click on the "Breadwinner for NetSuite" tab and then click on the "NetSuite Object Sync" button; upon clicking on this button, a pop-up appears to let the users customize what data to sync into the Salesforce.



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After configuring the NetSuite Object Sync Configuration, click on Save. On the "Breadwinner for NetSuite", click on the "Start Syncing NetSuite Objects" button.



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After clicking on the above button, the Initial Sync will run. It will sync all the data of the configured objects from NetSuite to Salesforce.

The Order of syncing is as follows

  1. Employees
  2. Billing Schedules
  3. Price Levels
  4. Items - each will have a separate request one after the other (synchronously)
    1. Assembly
    2. Description
    3. Discount
    4. DownloadItem
    5. GiftCertificateItem
    6. InventoryItem
    7. Kit
    8. ItemGroup
    9. Markup
    10. NonInventoryItem
    11. OtherCharge
    12. Payment
    13. Service
    14. Subtotal

Subsidiary wise Syncing starts based on the Subsidiary Hierarchy

The subsidiary-wise syncing is done so that the parent-subsidiary will be synced first. Then its siblings are synced in alphabetical order, and then the first level, second level, third level, and so on subsidiaries are synced. The order of the objects that will be synced subsidiary-wise syncing is mentioned below.

  1. Customers (companies)
  2. Vendors (companies)
  3. Contacts
  4. Estimates
  5. Sales Orders
  6. Purchase Orders
  7. Vendor Bills
  8. Cash Sales
  9. Invoices
  10. Return Authorizations
  11. Credit Memos
  12. Cash Refunds
  13. Vendor Payments
  14. Vendor Credits
  15. Checks
  16. Customer Deposits
  17. Deposit Applications
  18. Customer Payments
  19. Item Fulfillments
  20. Tasks (RC only)
  21. Custom Objects Customizingn no. of custom objects)



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Historical Sync

Historical Sync will sync data into Salesforce for the selected objects only. In the general section of the "Breadwinner for NetSuite" tab, there are dedicated buttons to sync Historical data for all the objects supported in the Breadwinner for NetSuite app. The data of the objects gets into Salesforce subsidiary-wise.

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Regular Sync

The Regular Sync ensures that any data updates made in NetSuite are regularly transferred to Salesforce. The sync is scheduled every 15 minutes by default, but users can choose a different interval. For example, if the Regular Sync Interval is set to 30 minutes, then the sync occurs once every 30 minutes, and any data modified in NetSuite during that time will be synced to Salesforce.

The Regular Sync Interval supports time intervals between 5 minutes to 1440 minutes(24 hours), and this setting is found under the General Section of the "Breadwinner for

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Weekly Sync

This Sync runs every Friday at 11 PM (the Salesforce User’s Time Zone determines the time)

The weekly sync will retrieve data for all the NetSuite objects configured in the NetSuite Object Sync Configuration. By default, it will update the last two weeks of data, but you can change this to eight weeks. For example, if you set the weekly sync time frame to two weeks, all the configured NetSuite objects modified in these two weeks will be synced to the NetSuite.

This setting is under the General tab in the Breadwinner for NetSuite tab.

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Updated 25 Mar 2025
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