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Salesforce ⇄ NetSuite integration platform

An integration platform that gives the CRM, workflow automations, portals and add-ins controlled, authenticated access to ERP data and actions, keeping Salesforce and NetSuite consistent.

Stack
  • TypeScript
  • Node.js
  • Express
  • Python
  • FastAPI
  • PostgreSQL
  • OpenAI
  • GitHub Actions
  • Azure App Service
Salesforce ⇄ NetSuite integration platform

My role

As a core contributor (the second-largest of five developers), I worked on the platform from its original bidirectional sync phase through its evolution into a shared integration layer.

  • Original sync backends: Built the Python backend that communicates with NetSuite, the Node.js middleware that receives data from Salesforce and NetSuite-side scripts that detect changes.
  • Batch sync client: Sole author of the shared batch client and the account synchronization.
  • Opportunity sync: Largest contributor to the opportunity synchronization module.
  • Additional modules: Built several of the platform modules and much of its documentation.

Key project features

  • Integration middleware that authenticates (JWT or API key), validates, maps and logs every operation before forwarding it to the ERP backend or the CRM.
  • Opportunities with idempotent create/update and background sync to the CRM.
  • Customer, vendor and contact synchronization, plus ERP β†’ CRM synchronization.
  • Purchase order expediting notifications and RFQ data endpoints.
  • Rule-based expense transactions into the ERP and LLM-based invoice data extraction to strict JSON.
  • Operation logs in PostgreSQL for traceability and reprocessing, with error handling and retries.
  • CI/CD pipeline that deploys to Azure App Service.

Key evolution

The ERP β†’ CRM sync was migrated from single-record endpoints that caused conflicts to batch, idempotent upsert endpoints keyed by the ERP record ID, with per-record results (multi-status responses) handled through a shared batch client.

Impact achieved

The CRM and ERP stay consistent with fewer sync conflicts, and every client accesses ERP data through a single controlled layer with full traceability and reprocessing capabilities.

Technologies

Technology Use / Implementation
TypeScript Typed code for the integration middleware.
Node.js / Express Middleware for authentication, validation, mapping and logging.
Python / FastAPI ERP backend that communicates with NetSuite.
PostgreSQL Operation logs for monitoring, traceability and reprocessing.
OpenAI Invoice data extraction to strict JSON.
GitHub Actions CI/CD pipelines.
Azure App Service Hosting of the platform services.

Project flow

Integration platform architecture: Salesforce CRM, middleware with auth, validation, mapping and logging, ERP backend, NetSuite and batch upsert sync