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How does NetSuite customer data get synced to the customer data in CertCapture?

Overview

If a customer record is updated in NetSuite, how does that change get synced to the customer record in CertCapture?

Environment

CertCapture

Resolution

  • In NetSuite, edit the customer record as needed.
  • Click on the button to Add or Create the customer in Certcapture
  • This will sync with the record in CertCapture and update the record.