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Custom record type synchronization between NetSuite and CRM platforms creates field mapping conflicts and data structure challenges that break traditional integration workflows. Custom fields and relationships often cause synchronization failures in bidirectional sync systems.
Here’s how to handle custom record synchronization without the schema conflicts that plague traditional CRM connectors.
Sync custom records without mapping conflicts using Coefficient
Coefficient provides excellent custom record type synchronization through comprehensive NetSuite data access. The Records & Lists import method provides access to ALL custom record types, including custom fields and relationships that often cause synchronization failures in traditional workflows.
This eliminates custom record mapping challenges while providing flexible data transformation that adapts to any CRM platform’s requirements.
How to make it work
Step 1. Access all custom record types with Records & Lists.
Import any NetSuite custom record type including all custom fields and relationships. This comprehensive access ensures complete custom record data transfer without the field mapping conflicts that plague traditional CRM connector solutions.
Step 2. Transform custom record data with SuiteQL queries.
Write custom queries that transform custom record data for CRM compatibility: SELECT customrecord_type.name, customrecord_type.custrecord_field1, customrecord_type.custrecord_field2, related_customer.companyname FROM customrecord_type JOIN customer related_customer ON customrecord_type.custrecord_customer_ref = related_customer.id. This handles complex relationships and data transformation.
Step 3. Validate custom record structure before sharing.
Use data preview capabilities to validate custom record structure and data quality before sharing with CRM platforms. This prevents synchronization errors that occur when custom record schemas don’t align between systems.
Step 4. Automate custom record updates with scheduling.
Schedule regular imports of custom record types to keep CRM platforms current without the complex data validation rules required for bidirectional custom record synchronization. This ensures data freshness while maintaining system stability.
Handle custom records without the complexity
Custom record synchronization works best when you eliminate schema mapping conflicts and focus on flexible data transformation. Direct access to all custom record types provides the foundation for reliable CRM integration. Start syncing your custom records today.
