All About BigQuery to NetSuite Reverse Extract Load Integration

Problem Statement 

They came to us with the aim of setting up an efficient billing process. The client wanted an effective solution to automate invoice creation and do away with manual work.   

Our client faced a significant challenge in ensuring efficiency in their billing process. Managing multiple platforms with Salesforce as the primary CRM tool proved challenging for maintaining a seamless business process.  

Downloading Salesforce data and importing it into NetSuite as CSV files for invoice creation was time-consuming. The necessity for an efficient solution was evident, given the complexity of handling data across different platforms.  

The client used Five Tran and Hightouch system to ensure connectivity between platforms. Fivetran is an automated data movement tool. It efficiently transfers data between cloud data platforms.  

They chose Five Tran for its prowess in connection synchronization and data transfer. They did this to minimize API calls. Hightouch enables data transfer from any data warehouse into the business system.

Google Big Query is a cloud-based big data analytics web service. It processes massive read-only data sets effectively.

What We Suggested

The system had already synchronized the ETL (Extract Transform Load) process between NetSuite data and Big Query via Five Tran. Therefore, we proposed the reverse ETL method. This is about syncing data back to NetSuite to create invoices and run real-time reports.  

The ETL process entails sending comprehensive details from NetSuite, including transactions, products, and customer data, to Big Query through Five Tran. Simultaneously, Reverse ETL ensures data flows from Big Query back to NetSuite using the HighTouch system. Notably, Big Query holds not only Salesforce CRM data but also information from multiple platforms crucial for business operations.

The Process comprises: 

•Multiple Connections: The initial stage involved integrating NetSuite with Big Query. Five Tran was instrumental in connecting with ETL. For reverse ETL, the intermediary was HighTouch.  

•Data linking: Our professionals synced the fields of both Salesforce and NetSuite although there were no connections between them. We were able to transform Salesforce Accounts into customers in NetSuite. Products became Items and Opportunities turned into Invoices. We used the HighTouch platform to configure the mapping.

•Invoice creation: Opportunities in Salesforce traversed multiple systems. They stored them in Big Query. The user can generate corresponding invoices in NetSuite using reverse ETL. This provides users with accurate bills based on purchases. 

Challenges

The NetSuite integration required meticulous handling of data from Salesforce, Big Query, and other platforms. Coordinating these various systems and ensuring accurate data integration and mappings posed initial hurdles. Additionally, adapting the existing workflow to the new automated processes required careful planning and execution to avoid disruptions.  

Customer Success 

By implementing our solution, the client achieved several key benefits such as:

•Process Automation: We replaced the time-consuming manual data downloads and imports with automated ETL and Reverse ETL processes. 

•Speedier Invoicing: Client found that invoice and report generation became much faster. This expedited the billing cycle efficiency. 

•Accuracy Improvement: Data syncing between platforms ensured accurate translation of bills, enhancing the precision of customer transactions. 

Key Achievements

•Reduced manual tasks by 80%  

•Speed up the billing process

Way Forward 

The implementation of ETL and Reverse ETL processes addressed the client’s billing challenges. It also developed a more straightforward and efficient business operation..  

The BigQuery-NetSuite integration using Salesforce data is a significant milestone. via Fivetran and HighTouch systems, marks a significant milestone in improving data management and expediting critical business processes.  

Dealing with multiple systems and in need of an automated cloud ERP solution You’re in the right place! Feel free to reach out to Jobin & Jismi’s expert team to discuss your specific needs; we are ready to assist you always.