Hey all! Has anyone used Celigo to migrate PDFs fr...
# integrationsa
Amy Carlson
11/09/2023, 3:58 PMHey all! Has anyone used Celigo to migrate PDFs from NS Customer to SFDC Service Contract?
t
Tyler Lamparter
11/09/2023, 4:46 PMYou would need
1. a saved search to get a list of documents you want to sync OR you could have an event listener on the customer record and pull the file sublist in as the event is fired off
2. Have a lookup step to NetSuite to grab the file blob
3. Have a salesforce step to post the blob
4. Have a salesforce step to link the created blob to the object in salesforce.
Something like this
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a
Amy Carlson
11/09/2023, 4:59 PMThank you so much. I was worried it wasn't even possible. How do I map what record it needs to post to?
t
Tyler Lamparter
11/09/2023, 6:33 PMLike what object to link it to?
Tyler Lamparter
11/09/2023, 6:34 PMSome screenshots in there with that step. The "link pdf to salesforce object" screenshot
Tyler Lamparter
11/09/2023, 6:34 PMand mappings for it after
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