Displaying NetSuite Data Access in Salesforce Without Expensive Integration

Displaying NetSuite Data Access in Salesforce Without Expensive Integration
License Cost Avoided

100%

License Cost Avoided

New Salesforce Objects Added

0

New Salesforce Objects Added

Invoice Access from Salesforce

Instant

Invoice Access from Salesforce

Native NetSuite Data Display

100%

Native NetSuite Data Display

Background - The Client Challenge

A client was transitioning their sales team from NetSuite to Salesforce to reduce licensing costs.

However, the sales team still needed access to key NetSuite data, including:

  • Item records with inventory quantities by location
  • Invoices linked to sales orders (with printing capability)
  • Fulfillment details for shipment tracking

The initial plan was to create custom Salesforce objects and integrate the data using Boomi, but this required a large budget, lengthy development, and ongoing maintenance.

Our Solution

We proposed a lightweight, cost-effective integration using.

SuiteLet in NetSuite

SuiteLet in NetSuite

  • Generated a custom HTML page displaying the required records.
  • Included real-time inventory, invoice, and fulfillment data.
VisualForce Pages in Salesforce

VisualForce Pages in Salesforce

  • Embedded the SuiteLet page directly into Salesforce.
  • Linked it to Order and Product objects so sales reps could view data instantly.
Direct Action from Salesforce

Direct Action from Salesforce

  • Allowed printing of NetSuite invoices directly from Salesforce without switching systems.

Business Impact

Cost Savings

Cost Savings

Eliminated the need for extra NetSuite licenses and heavy middleware integration.

Speed

Speed

Delivered the solution much faster than a traditional integration project.

User Experience

User Experience

Sales reps accessed critical NetSuite data directly from Salesforce.

Simplicity

Simplicity

No new Salesforce objects or fields were required.

REVIEWS

What Clients Say About Us

5.0
Full starFull starFull starFull starFull star

With Versich, forecasting and reporting that used to require manual spreadsheets are now automated and reliable. What used to take our finance team days to pull together now updates on its own, and leadership can make faster, data-driven decisions without waiting on a report.

Tom Rossi

Co-founder, Buzzsprout
5.0
Full starFull starFull starFull starFull star

Versich automated several of our complex reporting processes, resulting in faster month-end closes and more reliable data. Numbers that used to take our team a full week to reconcile across subsidiaries are now consistent and ready well before close.

Zarar Khan

Operations Manager, Al Arkan Auto Parts
5.0
Full starFull starFull starFull starFull star

With Versich, it's now simple to create dashboards that are executive-ready. Leadership no longer has to interpret raw exports, the numbers they see are already formatted, accurate, and ready to present.

Executive-Ready Dashboards

Software Development Manager, Oracle
5.0
Full starFull starFull starFull starFull star

Versich helped us build advanced n8n workflows with custom logic and multiple integrations. From lead management to reporting, everything is now automated. Their expertise in n8n workflow automation made a considerable difference in our efficiency.

Ryan Okafor

VP of Technology, Fernbridge Group
5.0
Full starFull starFull starFull starFull star

What stood out was how Versich handed things over. They documented every workflow and trained our internal team so we are not reliant on them for basic maintenance. That level of transparency is not common in this space.

Ana Ferreira

Ana Ferreira, Operations Director, Solvex Logistics
5.0
Full starFull starFull starFull starFull star

Data ownership was non-negotiable for our industry. Versich deployed n8n on our own infrastructure with full compliance alignment to HIPAA and SOC2, and handled the entire configuration, encryption, and access control setup.

Thomas Reid

CTO, Meridian Health Partners
5.0
Full starFull starFull starFull starFull star

Most automation vendors understand n8n but not ERP. Versich understood both. They connected our NetSuite instance to our downstream systems without disrupting existing financial processes, which was critical for our finance team.

Marcus Bellweather

Finance Director, Halcyon Freight
5.0
Full starFull starFull starFull starFull star

We needed a reliable automation system, and Versich delivered exactly that. Their setup integrated our APIs, databases, and reporting tools without disruption. Our data now flows in real time, and decision-making has become faster and more accurate.

Michael Rodriguez

CTO, E-Fill
5.0
Full starFull starFull starFull starFull star

Versich did not start with nodes and triggers. They began by understanding our order-to-cash process end to end, then built n8n workflows that fit how our business actually operates. The result was a measurable reduction in processing time across our finance team.

Sarah Chen

VP of Operations, VersiMarket
5.0
Full starFull starFull starFull starFull star

The API-led architecture they designed in phase one saved us three months of rework when we added our third ERP system six months later. That's the value of doing MuleSoft properly

James Williams

Head of Enterprise Architecture, Financial Services Firm
5.0
Full starFull starFull starFull starFull star

Managed ops retainer has been reliable for 18 months. They handle monitoring, error triage, and quarterly flow improvements with no drama. Response times are fast and the monthly reporting is concise and useful.

Sofia Brennan

Director of Digital, Retail Enterprise
5.0
Full starFull starFull starFull starFull star

We needed Workday and ServiceNow integrated with strict data governance requirements. They understood the compliance constraints from day one and built the appropriate controls into the Mulesoft Anypoint layer without overcomplicating the flows.

James Thornton

VP Operations, Healthcare Group
5.0
Full starFull starFull starFull starFull star

Brought in to rescue a stalled MuleSoft migration from TIBCO. They assessed the existing work quickly, identified what to salvage, and delivered the remaining flows in six weeks. Clear communication throughout.

Priya Wolfmann

Enterprise Architect, Financial Services
5.0
Full starFull starFull starFull starFull star

Strong MuleSoft practice. They designed a clean API-led architecture that our internal team can now maintain. The DataWeave work was solid and the MUnit test coverage gave us real confidence before go-live.

Daniel Marsh

CTO, Mid-market SaaS Company
5.0
Full starFull starFull starFull starFull star

Delivered a SAP–Salesforce integration via MuleSoft that two previous vendors had failed to complete. On time, well-documented, and handed over properly. The architecture has scaled without issues since go-live.

Rachel Kim

Head of IT, Global Logistics Firm
5.0
Full starFull starFull starFull starFull star

We hired Versich to rebuild our analytics stack after an internal project stalled. They came in, assessed the situation quickly, and delivered production-ready Power BI dashboards within weeks. Their DAX knowledge and data modelling skills are exceptional.

Marcus Webb

CTO
5.0
Full starFull starFull starFull starFull star

Versich understood our finance workflows from day one. They built dashboards that connected directly to our ERP and gave our leadership team real-time visibility into cash flow, margins, and budget vs actuals. The quality of the work and the speed of delivery were both outstanding

Priya Nair

Finance Director
5.0
Full starFull starFull starFull starFull star

Before Versich, our reporting was scattered across spreadsheets with no single source of truth. They built us a Power BI environment that connects our warehouse, finance, and sales data in one place. Our operations team now makes decisions in hours instead of days

Daniel Okonkwo

Head of Operations