Grid Squid (1.0.0)

group of users pointing to a specific CRM instance

individual associated with a company in Grid Squid. Each user must authenticate with their individual CRM credentials (e.g., username and password or access tokens) to access CRM data, objects, and activities. Users share access to mappings and bulk imports created within their company.

customizable workflow designed to extract, transform, and prepare CRM data for integration with other applications. Users can specify the CRM object (e.g., leads, opportunities) and define the fields required by the target system. Advanced transformations, such as validations, filtering and data quality checks, can be implemented using custom JavaScript. Mappings are created within a company and shared among all its users. The data retrieved through a mapping respects the access level and permissions of the individual user in the CRM.

Notifications of changes occurring on the CRM side.

Manage CRM records applying your own mappings

Manage CRM records without applying your own mappings

retrieval of large volumes of data from a CRM for a specific object.

Connect your users to access the CRM on their behalf.

Update several records with just one API call using your mappings.

Retrieve CRM metadata such as Objects, fields and users.

Authenticate your Netsuite users.

Set up your Netsuite saved searches so you can retrieve records.

Set up your Netsuite Scripts to be run on mappings.