Name: The Celigo Platform
Uploaded: 2025-02-12T19:16:05.722Z
Duration: 58 min 52 s
Description: The Celigo Platform

Transcript for "The Celigo Platform": Hey, everybody. Welcome to the webinar. We're gonna wait just another sixty seconds or so for, people to join in, and then we're gonna get started. Okay. Hi, everyone. Welcome to the next, c, next event on our series here about, the ins and outs of integrating NetSuite and other applications. My name is Rico Drati. I'm the general manager of the commercial market here in NetSoligo, and we're gonna be joined by Kelly Eiser, a solution consultant, who's been at NetSoligo much longer than I have. And I've been here for a long time. So he's an expert not just, on integration, but, everything NetSuite, and he's seen progression of the technology and and can answer any questions that, might come up. But, this webinar, is part of a series on NetSuite integration, and it's gonna focus today specifically on the more general use case of just things to think about when, integrating NetSuite, and other applications, and not just with Soligo, but but in general. Before we get going, though, let's couple housekeeping items. Yes. This webinar is being recorded. We'll also send out a recording of it and presentation, after the event. If you have any questions, please, just, add them to the chat or the q and a. We will we do wanna make this interactive. We will try to answer either, as we go or during the q and a session at the end. So, yeah, let's get started here. So this is what we're gonna cover. I'm gonna give you a quick introduction to Ligo, which, I see many familiar faces with several hundred people, joined us last time. We got several hundred more actually join, registered for this one. So excited to hear the conversation. Some of you may know Saligo already, but, hopefully, what we'll do today is, get a little bit deeper and really understand, a little bit more detail in terms of the technology inside of Saligo that makes the, Next week integration unique in a way that nobody else can do it and and the things that we can do with that. So we're gonna talk about, first off, you know, how companies are building their tech stack around NetSuite. We're gonna talk about a different integration options on NetSuite and when they're typically used. Then we're gonna go specifically on the platform and, how Solivo approaches the integration and the the rest of it that we have built for NetSuite, and what that enables us to do. And then Kelly is gonna do a a pretty thorough demo of the platform, and, how how this technology manifests itself. And I hope one thing that's clear is that, you know, one of the the themes that we're gonna have is about that it's not just about the building and the design and building of the integration. It's all about the also about the maintenance of the integration is really critical, and that should be considered, just as importantly as, the building of the integration itself. So, just quick overview. If you haven't heard of Saligo before, Saligo has been, a an integration platform for a long time. We were founded in, 2011. And so many people who know us, they know us from what we used to do, which was just, you know, basic point to point connector. But since then, we've become a full fledged integration platform. We can handle all the complexity, volume, use cases, regardless of industry, you know, that anyone else, could handle. We become, one of the most important iPass in the world. We're ranked number one for four quarters in a row the whole year on g two. We're our visionary in the Gartner Magic Quadrant, and we have just every customer in every vertical that you can imagine. And specifically with NetSuite, we are NetSuite's largest partner. We have over 5,000 NetSuite customers on every vertical you can imagine. And so we have a lot to share here, from over well over ten years of experience, building NetSuite integrations and, building, integrations in general. So why is this important? And the reason it's important and really to think about an integration strategy is because, we consider an ERP and, you know, and that's we a foundational application. And it's a foundational application in the sense that, you know, it it it it it carries a lot of your, the master data records for some of the most important information in your organization, such as financials, customer data, you know, if your products company, you know, inventory, all, you know, all all sorts of product information and so on. And that means that, in some capacity, every department is gonna need, information from NetSuite, and every and NetSuite's gonna need information from every department even if it's just, you know, things like expenses and so on. Right? And so as you grow and you get more complex, you know, departments are gonna wanna pick their own best of breed applications. And while NetSuite is really good at, consolidating a lot of applications, you're never gonna get away from using additional applications. You know? So if you're a products company, maybe you're using, Shopify. Or if you're a SaaS company, maybe you're using Salesforce and so on. But you still need everything to be working together. So the companies that we've really seen succeed are the ones that they they pair, a NetSuite, you know, an integrations, an ERP strategy with an integration strategy that goes along with it so that you're not just getting an application and adding it ad hoc, but you have a sense of, like, when a new process is added, when a new application is added, how do we, put that all together. So let's talk about how companies are, integrating. Like, what are the options for integration within NetSuite and what the different, use cases do. So, let's run a quick survey, though. If we could put it up just to understand, the the the people here, How are they, doing integrations today? You know? So do they do scripting and direct coding? You're buying these individual or native connectors? Do you leverage a platform like Soligo or maybe another platform? Do you outsource to a pat partner? Or maybe you're just not doing integrations at all. Just give us a sense of how things are going. We'll give it, you know, another twenty seconds or so, and we'll keep moving. Okay. Scripting answer. Yeah. So, I think majority of folks I mean, most people are putting some legal gear. I guess the question really should have been what is the primary way your company is building integrations? Because people are gonna lean heavily one way or the other. But it really it there really is a combination for a lot of folks, you know, that, you know, and as we'll see, there there are times that it makes sense to maybe script a couple things and then, you know, use a connector for another a native, you know, integration and so on. So, okay. Great. So let's keep moving. Alright. So let's talk just, you know, quick brief overview, and then we're gonna jump into the specifics of the platform here. But so, this, direct integration is when you actually are coding integrations with the various integration options that, NetSuite has available. Right? So they have sweet scripts, which is the soap based, you know, scripting options. This is how Soligo originally interface with NetSuite many years ago when it was just a, you know, point to point connector company. But since then, we've upgraded, which I will talk about in a bit. But there's also c SuiteTalk, which is more of the JavaScript, based API, integration. And then you got restless, which are, you know, actual applications that you can build that interface with NetSuite. And on the right, you get a sense of, you know, what is that experience like, you know, its actual code. And the the the pros of what people typically choose it for, right, is, well, you can do it everything yourself. You know, you can customize everything. You know, maybe there's not a recurring subscription associated with it. And, and there is a place for those types of integrations. You know, there are certain things that if it if if it's an extremely simple flow and you know you're never gonna need to update, it's gonna be pretty static. You know you know, no need to adopt a platform just for that one flow. But you do run into issues, you know, when it becomes complex because, for example, it doesn't come with, you know, error management out of the box. It doesn't come with data monitoring. What happens when application goes down? Do you have guaranteed data delivery and things like that? So those are all things that when you're scripting, you have to consider and and and do it yourself, basically, to be able to have a pretty robust integration because any anything that's mission critical might, run any problems. And then when you type type have to update it, you also need a technical person with quite a bit of background to be able to do the forensics, understand what was done originally, and then update the integration or some cases redo everything from scratch. Then a second common use case is, either, you know, the single purpose, integrations or point to point connectors. So you see them, you know, quite a bit. The most common use is when it's actually, like, a suite app that developed its own, you know, integration into NetSuite. And, from a point to point perspective, you know, the the the great thing about it is that they're typically pretty simple to use. They typically cover about, you know, 80% of the use cases that people might require. And for some of the suite apps, especially, they're very robust. You know? So things like Avalara and DocuSign and, you know, to, you know, those companies all have very robust, NetSuite prebuilt, integrations. And so it's rare that someone might use a platform for, you know, those integrations. The challenge you get with them is when, they are incomplete. And for some companies, they're very, incomplete out of the box. And so we see, you know, a lot of people come to us, you know, to extend those integrations because they they weren't built necessarily for robust this or, you know, customization. They were built to solve the majority of the problems that will help someone make the best use of the product, you know, and and sell more, subscription. And so the other thing that's also difficult is when if you're dealing with multiple vendors that you're now managing multiple integration vendors, and, you know, you have to sometimes do the forensics to try to identify who, where the integration is running for. In some cases, even who's who's owning it and so on. But, it is definitely a a, you know, pretty common thing that you see within the ecosystem. And then, the third broad solution is just the idea of using leveraging a platform. Right? So within the platform, this is where you you you're able to consolidate, you know, the integrations into a single, in into a single location, that you can manage. It usually comes with, you know, the prebuilt functionality such as, you know, data monitoring or handling, guaranteed data deliveries, and so on. There's usually a GUI interface, so, you you know, they tend to be low code and so on. And, usually, it it becomes a really big accelerator into, the the integration itself, but, you know, even more importantly, to maintain that integration in the long term. The downside, of course, is that it is a a, you know, it's a software that you have to purchase. And so, you know, the the for for for the most part, it's the calculation in terms of, how much is the manual errors costing you? How much is the maintenance costing you? Do you have a customer who's coming to you every single time to, you know, do a, you know, like, a basic integration or you wanna provide more, functional value for them? So so we're gonna dig dig into a little bit more detail because there's some specific things you do. But, this is a real, architecture example, from this legal customer, in terms of what I mean by the platform. Right? So they're building, as a best practice, they're building their entire tech stack around NetSuite. And NetSuite essentially has its tentacles around every department, every, you know, part of the organization. And, you know, using Soligo to to interface between these different applications for the most part. And you'll see that Avalara doesn't have a Soligo, you know, because as I was saying, like, Avalara has a very robust, prebuilt integration between, NetSuite and Huballara, that means that Soligo, rarely is involved. Though we are involved at times if there's some level of customization. And with NetSuite, often there's so much customization and, you know, especially in NetSuite or CRM. It is there there's two of the most customizable, applications that exist, you know, especially as you your processes change as you mature. So being able to kinda have a better way to manage that through a platform is pretty important. So let's talk a little bit then about, oh, the the the one one last item in terms of, you know, how we think about these integrations, you know, that that kind of inform, how we design and and, how we approach, you know, like, what we think is best practices in terms of approaching, design, integrations in general. So this is not an atypical flow for the design and build of, integrations, for our customers. Now it it can vary a lot depending on, you know, how how much the the team understands their own business processes or, if there's a a go live date in one of the applications that's taking longer. You know, everything can shift quite a bit, but this is this is pretty representative for a lot of the things that we do. And, you know, you can see there's there's, you know, somewhat of a finite time in which, the integration is designed and built. But it's important to also think about the time that you're gonna be managing that integration. You know? And so that once that integration is live, you know, you wanna make sure that you're continually iterating on it. And, as your processes update and change, you're gonna need to be able to, make modifications of it. Right? And so think about if you're dealing with hundreds of applications, dozens of dozens of integrations, you know, you built them all. And now do you have a a a a a way that you can, you know, go in and, manage those integrations? Because it's it's such a critical component. And the reality is that, you know, it ends up being you know, that whole thing that we just saw on the other side is is compressed into this design and build stage. The manage stage ends up being much more of the life cycle of your integration. It's gonna be punctuated, you know, every once in a while with, you know, like, a major update or something, which is that little yellow on the bottom. But for the most part, you know, you just need to make sure that is the integration doing the things that, it needs to do for you and, and and, you know, even with updating requirements and so on. And that's really important for us at Zaligo. So as you'll see, like, the way that we what we have designed for integration management itself is one of our biggest strengths and differentiators. You know? Like, obviously, the building of the integration is super important, but we do a few things that, are pretty unique in terms of the management side that, Kelly is gonna talk about. You know, we we do have you intuitive design. We do have the prebuilt integrations, and those help a lot, in turn you know, for the long term. So you don't necessarily you functional resources can go a lot further than, than just needing exclusively technical resources. But we have things like, AI based error handling, which is an absolute game changer because integrations are complex. There's always gonna be error, especially when you're dealing with multiple applications. And you just wanna make sure that, you know, everything is running smoothly. But, you know, let's say, an application, you know, updates their APIs or, you know, or another application is down and so on. And so what we have done is that we have this AI based error handling, which is, we use AI, and we've been doing this since 2019 to, number one, identify the that there's an error. Number two, identify what the error is and what the resolution of the error is. And number three is actually execute the error. And it executes the error and and and automatically resolves without human intervention of 95% of the errors that, are, flagged, you know, within Solvigo. So it's allowed folks you know, we had one partner say that, you know, using another platform, with theirs, not only they had to identify it, but to build the exception management, required additional capacity. You know, so basically cost them additional capacity on the platform to be able to, build the exception management. But it also allowed them, you know, to go from managing five, customers at once to be able to manage 40 customers 40 clients at once because it was just a lot less hands off. So last thing before we jump into the the demo itself, the so legal does have special specific functionality that interfaces with NetSuite in a way that no other integrator has. And and that really I don't know if people are aware of that and maybe just assume that, you know, other integrators can do it or can do it better. But, you know, we've been doing this for a long time, and I we've really figured out figure this out in that ecosystem. We have a rest we have our own bundle that we've been building for the last last decade that enables us to do things and take advantage of that suite functionality beyond of just what's available within the API. So in addition to the pre dip build connectors, this bundle allows us to do unique things like dynamic lookups and trigger real time flows, make full take full advantage of the safe search functionality, you know, in ways that, you know, are impossible. And and it makes it allows you to do some pretty cool things, within, you know, within that. So concurrency controls, you know, so you make sure you're not over overtaxing the, API calls. And then lastly, on my end here is just, you know, at least how we approach the integration is is we would call it layered. Right? We have integration apps, which are some of our most popular products. So there's popular integration between NetSuite and Shopify, NetSuite and Amazon, NetSuite and Salesforce and so on. That's used by thousands of customers, and these are fully managed apps that have, they're built on our platform. You know, they do handle 80% of the use cases plus. But, you know, because they're built on the platform, you can customize them using, you know, beyond what's out of the box through, you know, Soligo's Integrator IO platform flows. There's this, call integration app lights, integration templates that they're not fully managed, but they provide a starting point for a lot of the integrations. And then for everything else, you know, and it's all part of the same platform, you know, you can use, the, you know, Soligo Integrator IO platform. You know, it'll allow you to do all sorts of things also like API management, EDI, you know, and much more. So, hopefully, this at least sets the stage for what Saligo is, capable of doing, how we think about it. And let's jump into a little bit more detail now, with, Kelly Eiser, who's actually gonna walk through. And like I said, you know, Kelly is very technical, and, we can go into quite a bit of detail. Maybe we'll start on the simple side, but feel free to ask questions, and, we will tackle as many as we can. Take it away, Kelly. Perfect. Thank you, Rico. Hello, everyone. Kelly Eiser. As Rico stated, I am a solutions architect here at Sligo. Been here for about thirteen years now working with the our integration platform. I've been in the integration space with twenty ish plus years or so now. So I'll be walking through the demo here today. So, let me go ahead and share. Alright. You should be seeing my screen now. There we go. Perfect. So I'm just gonna walk you through the platform today, do a a quick flow example, looking at how we can interact with NetSuite very easily and such. But one of the big things we wanted to highlight, as Rico stated, is not it's not just the development and building of integration flows. It's really incorporating the integration platform as a cornerstone of your integration strategy. Right? So it's the not just the build. It's the management of it, user management, things to that nature that is going to help make your integration management, my integration usage experience, much easier and and much better. So to start off, first off, when a user does log in to the application here, the first thing they're presented with is a very nice clean UI where they can manage and see a a nice single pane of glass to manage all of your integrations. So first off, you know, in this account, everybody's eyes immediately drawn to the center of the screen. But you can see as you have different integrations and such built out in the system, first, they're easy to see. You can create these, what we call, integration tiles. They're just like folders in a filing cabinet. They're ways to keep your integrations deemed orderly. You can also then quickly see, sort of a snapshot, visually, how things are functioning within those environments. If everything is functioning well, you have the nice green success notification. Everything is running great there. Also, as you go through here within these integrations, you can see how many active flows, are enabled there. In those, if there are no active flows or enabled flows, you see, you've got an integration, but you're not currently using anything within there. You might have built a flow, but you don't have them turned on. So you can also quickly see as you go through here, if there's a connection offline. So prior to processing data, you know, our application is first gonna ensure that those endpoints are online and available to process the data. If they are not, our tool will queue up that data for you. And it's smart enough also to realize that if you're doing a batch based call, and let's say you're moving records every hour, if that connection goes offline for five hours, it's smart enough to say, great. I need to go back five hours, get that data from that point, and and import it. But you can quickly see here, you know, if there's something you need to be notified of in regards to connection going offline, that can be addressed. You can visually see that. Also, as you are processing data, if there are any errant records, as Rico was stating earlier, the tool right out of the box has error management built into the platform. So as soon as you start building an integration flow between some systems, error management's already included. So as you start your testing and such, it'll already catch that for you. You know, don't you don't have to take any extra steps to incorporate, you know, error management in within the platform. And, also, you can do this you can do this visually. The tool's already set up out of the box with a notification system. By default, it's an email push. So, what you'll be able to do is if there are an error there is an error in the application, if a connection gets goes offline, the application can actually push email alerts out of the box to, users, and you can also do targeted notifications as well. Meaning, the system has user management in it, which I'll show here in just a second, but you're able to actually specify different alerts that go to different people. So let's say for this hire to retire integration, you know, if there's an error there, I need that to go to Kelly. But if there's an, an error here in the marketing, integration, I need that to go to Rico. You know, convert same thing in regards to connections. You're able to, have those targeted to, you know, the specific people in order that way you can make sure that the correct people are getting alerted to the, you know, the proper errors or notifications that they can then address it as quickly and efficiently as possible. So, again, that's just what you see here from going directly in, here in the in the UI. As I go across the top here, you can also see as, you are developing your integrations and such, the platform is gonna give you access to production, and sandbox environments. So you can see there, if I switch over to sandbox, the colors change. That way I I mean, it's easy to tell that I am in the sandbox environment. And now I can see my integrations I've been implementing or working on here. So if I go into one of these integrations here for a moment so as I'm in the sandbox, I wanna highlight this. So as I go into an integration to look at it, if I go across the top, this just shows me sort of individual tile level management. But what I wanna highlight here is out of the box as well, you have what we call revision control. It's called integration life cycle management. So as you and your teams are building within the integration, you're able to create revision points. So you can see here if I need to roll back, I can come in here, revert to this version. I can view the details of that version there and see what was active or what was changed. So we already have revision controls. And then, once you're ready to go live or maybe push this over to production, you can then move this over to the production side, and it'll merge those changes to production. So, again, right out of the box, you've got revision controls available. You also have audit logs here available to an integration. So you can go in here. You can see who made changes, at what time, what changes did they make. Yeah. So you can see here earlier today, I created that snapshot. I also went in. I updated the name of that integration. So you can see who made changes at what time and such. So as, Rico was stating earlier, you know, the entire platform is gonna make managing and maintaining your integrations across multiple integrations, multiple users, multiple environments, very easy here as well. Also, as I go across here, so, you know, there's a lot of power here within the platform. So we also have a lot of, you know, options available to help you be supported as you use the platform as well. We have access to a help center, which is our knowledge base, has thousands of articles in there around, the platform, how to use it, different functions and out functions and such within it. We've got a ticketing system available. You've got a Soligo University available to you and your team, which is basically our our learning module, helps you get trained up on the platform. And I would like to highlight this as well, our community board. This is actually users helping users. So we've got over 6,000 customers now using the platform. So we actually created this community board where you can go out and post your own questions, and then other users can answer as law as well as the Saligo team here as well is, monitoring that, and we had it there. So, again, you know, it's just a well supported platform. You've got multiple, avenues of information available to you, but it helps an entertaining system and such. And then here, I just wanted to highlight this. You've got the ability to have user management within the platform as well. So this is where you can come in. You can add in additional users, and they can be added in at different levels. Admin, monitor. They can be added in as managers as well, and you can even control what they have access to as well. So you can have certain users only have access to certain tiles. So, again, the management of your overall integrations, you know, is very easy using our platform. We also give you the ability to have a global dashboard. So this is where, if you choose to come in, you can see a global, view of what's going on with the platform, which flows ran at what time, how many records are processed, were there any errors. And then you can see here it's quick and easy to drill down into those errors if necessary. You also have access to the tools within the platform, the different resources, So your connections used, your imports, exports, that that the platform does have a scripting engine available within it. So you can get to your scripts that you can manage and modify there as well. The other thing that we have done to help, users as well is, as I stated earlier, we have, you know, probably over 6,000 customers using their platform now. And what we have done is, made up this marketplace. So at our core, sort of the base of our our sort of pyramid, if you think of it that way, you know, is the core iPaaS platform. That's kinda what I'm showing here. It's the whole integration platform. It helps you manage, build, maintain, and such. But if you go up a little, sort of sort of the middle of a pyramid example, we've taken some of that knowledge and started to make what we call, template sets and such around different endpoints that we've worked with in the platform. So, for example, if I come in here and search NetSuite, what you're gonna see is, here in the center, we start to create what we call these template sets, and that's just exactly what it sounds like. They're templates to help you get started with maybe a build or such that you're going to be, creating integrations for, you know, within, you know, your company. So you can scroll through here, see that we have these templates that, can help you jump start an integration between different endpoints. So, you can see here BigCommerce, NetSuite, some NetSuite FTP examples around moving attachments, some some concur, and NetSuite integration. So you you can install these templates, which will help you jump start an integration. And, again, it's just meant to to be a jump start. Just like if you install a template from Microsoft Word, it gives you that little jump start. It gives you an idea of what you should be building and an idea of how to build it, and then you can take it, modify it, and make it yours from that point forward there. And it's actually Hey, Kelly. We do have questions. Available. I'm sorry. We have questions coming in about, some of the What everybody wants to see is, what do you actually build? What can I, do with the platform? So around NetSuite, we make it very easy to work with NetSuite in in both extracting records and posting records into the platform. So I'm gonna go into this integration here, and you can see I've already built, I've I just did a quick NetSuite to NetSuite flow here. But when you first start to build an integration, if you select create flow, you can see it's a blank slate here. The system's gonna ask you where do you wanna get data from and where do you wanna post data to. When you select add source, this is where our application's gonna open up and say, okay. Well, there are some endpoints you recently worked with. But then here you can see we've got database connectors. It's gonna allow you to connect to databases, if you've got one of those in your tech stack, here are our universal connectors. And this is what allows us to connect to most APIs that are out there, now. So you can see you've got your universal HTTP endpoint. We've got an FTP endpoint. If you do work with the system that allows you to do real time data integrations where you can set up webhooks, you know, you've got the ability to spin up a webhook listener here. And then building on those universal connectors, this is where you start to see our list of, additional connectors around different systems that we have worked with over the years in our thousands of customers. So here's where you would go in, select, you know, what system you wanna work with. So if I select NetSuite, you can see there we've got multiple NetSuite connectors for databases. The universal NetSuite connector, are available. So you come in, select your system, and start to do your build out. So I'm gonna go over to my flow that I have already built to save some time. But here, you can see in this case, I said, great. I wanna work with NetSuite. So when I go in and I open up my export, the first thing that our system is gonna do is ask you to define your connection, within t that environment. So in this case with NetSuite, I've selected one that I already have in place. If it is the first time you're coming into an endpoint, if you click plus, our system will actually guide you through setting up that connection and such. And up top here, we have links to our help center, which is gonna give you some information on, you know, setting up connections to that endpoint you have there. So here you can see, like, within NetSuite, we can support both, token based where we can actually automatically create a token for you. Or if you create it yourself, you can do, a manual, token. We already have concurrency levels set up. So if you are working with NetSuite and have a suite cloud plus license, you can see you can already come in here in the drop down and tell the system how many of those queues you want the application, to access and use. So that's already built in out of the platform. Then what our tool is going to do is once you're connected to your NetSuite environment, we're able to see your different record types that you have access or have in your environment. Now as you, I think Rico stated here, NetSuite's a very dynamic environment, meaning you're able to go in there, create custom records in conjunction with the standard records. Our application is able to see all your record types, both standard and custom. So you can see the scroll bar here, is quite long. So I can go through you can see there are some custom records I have in my system, that's legal specific records. And then in this case, I'm gonna pull some employees. But I say that I want to go in and extract, employee data. Now this is where you're working with our application in NetSuite is very easy. In order to get the data out, what we've done is for batch based calls, we said, great. We're not gonna try to recreate that powerful query engine NetSuite has inside, you know, their call their saved searches. So what we're able to do there is, basically, we we're looking at your NetSuite record saved searches here in this drop down, and we're gonna list all of your saved searches that you have. So you can come in here and select the appropriate saved search you have created to extract the data. So in my case, I have created one for our webinar today. So I'm gonna jump over to NetSuite here real quick. And when I look in here, here's my save search. So I've used NetSuite to actually define what records I want to have, exported. So, just using standard NetSuite criteria there. And then you can see my columns here. I'm defining all of that by, NetSuite. Right? So here I've got my criteria set to define exactly what I wanna have out of the system. You know, I've I've got it limited to this one. And then in regards to results, I tell the system what I want to have extracted. So I haven't saved this yet. So but if I go back over the application now and just hit preview, our tools need to go in. Here's those columns that I have selected, and I'm able to extract the appropriate records. Now if you wanna modify that data, I can come in here. And for, this this demo, I created a custom field. So I'm actually gonna look at an employee record here real quick. I created a custom field here called webinar notes. So I'm gonna go back to my saved search. I'm gonna just go in here and find my field. Add that to my saved search. Now I'm gonna save that. And then if I go back here and preview my data again, you can see there's that new field already. So it's that easy to modify the data coming out of NetSuite and working with, whatever records you may, need. You can also go in here, tell the system what records you want out. Do you want all records? Do you want deltas? Do you just want, to extract them one time and then set a field accordingly? So, again, very easy to manage the data coming out of NetSuite. Once you have that extracted, we can transform it. You can add filters in our tool as well. So maybe you wanna extract that and say, hey. I only want the records where webinar notes is empty. You can set filters. This is where you can add in logic within our application as well with, hooks in order to add in some scripting. Maybe if you wanna do some, you know, JavaScript based transformation or logic, you can add that in. But then I went in, and in my case, it's great. I'm gonna go back in, and now I'm gonna update NetSuite. So just like the extract, the import is very similar. When I set that import step, I basically go in. I'm gonna tell the system what type of record I want to work with when adding that record into NetSuite. So just like before, I can see all records, both standard and custom. So in my case, do I wanna do an ad? Do I wanna do an update? Or I can do a hybrid. And if you're gonna do an update, again, the tool makes it very easy and says, great. How do we find existing records? So here's looking at all of my NetSuite fields. So I can pick what fields I wanna search on. I kept this one pretty easy. I said, hey. I'm gonna look where the NetSuite internal ID field is equal to the ID field in my dataset. So very easy to define how it's gonna find records. Then once those records are found, we're gonna map the data. What do I want to do with that? So in this case, what I've done is I said, great. I wanna go into the I had to go into the notes field, but, hey, I created a new field for webinar notes. So I wanna go in here and I'm gonna select I want that to go to the webinar notes field. I'm gonna take the phone number I have out here, and I wanna populate that in the mobile phone number. And maybe I wanna go in, and I also wanted to set another field. So here you can see, again, our tool has access and visibility to all your fields, both standard and custom on those records. So maybe I said, great. I need to set the department here. We can go to settings, also. So you can see if you just want to map it, you can. If you wanna apply logic at a field level, our tool's gonna give you that ability. So, you know, here, you can do a contained statement. As I did up here, I did some date formatting where I specifically said I wanna set the date to a particular time zone. Or in this case, like, I wanna do here, I'm gonna hard code it. So I'm gonna do hard code it. And, again, our tool is actually looking in NetSuite and able to show you those values in that drop down. So maybe I'll this, team, I'm gonna set this user to, an administration role. So now I can save and close that, and I have my data ready to import. So now if I run this, you're gonna see it's going to, give me, some visual notifications that the tool, is actually in queue there. It's actually running my flow. It's gonna go it's gonna grab that data here. You'll be able to see how many records it's gonna extract. That's gonna it's doing my update step here. So it's gonna post that data back in the NetSuite for me and set it accordingly. And it's done. So now if I go back and look at my employee record here, you can see here right now the department was empty, and my webinar notes is empty. Let's refresh this now. And you can see after that flow had ran, you'll now be able to see that department is now administration, and my custom field is set with the time and date that I just updated this record. So, again, there within couple minutes, I was able to kind of build a flow to extract data and post data back into NetSuite. And then you can do you know, this is a very, very simple example here. Now if you wanted to take this data and post it somewhere else, I can go in, paste this in, add another endpoint into here as well. For example, let's say I wanted to take the data. I was gonna post it to an FTP endpoint. I wanna transfer an actual file in there. I can go in, set that. I've already got a flow that I previously built here, so I can actually say, great. This is my import file, so I don't have to start from scratch each time. So here, I do need to tell it what connection I want to use here. So I have a few set up. So I'm just gonna use my FTP site there. What file type do I wanna use? So by default, we can create CSVs. We also have the ability to create EDI files. We can work with JSON records, XML, so you can define the format of that file. Then you can, define the limiters by default. We have your most common ones here, comma, pipe, you know, tab, whatever it may be. We'll leave this as comma. Where do we want it to be posted to? What do we want the file name? So you can see I can add in an additional step here as well. So, again, very easy to add in, work with different endpoints, make sure that you have your data going where where, you need it. Now once that flow is built, I can if this is gonna be a batch based flow, I can come in here, set my scheduler, say, great. I need this to run every hour. And with our simple scheduler here, you know, every hour, I can specify start and end times. I can specify days of the week. I want that executed. If you do need more control, right, we do have a cron based schedule where you can say, great. I need it to run every five minutes on the second hour, the third day, or the sixth month. Right? You can get very precise on exactly when you want this data to, data flow to be executed. Alright. And I'm just gonna show one more example sort of of an advanced use case here. So in this integration here, if I go in here and look at this flow that I have built, this one has, multiple steps. So I'm just gonna minimize here for just a moment. And so you can see I have multiple steps. It's getting in the UI. I can zoom in or out, so you can just you know, this is just for the user to see exactly what you have here. But you can see this flow has multiple steps involved where I'm taking items, I'm looking up some additional info. We do have branching, and so, like, our branching logic is very easy to set up. So based on the data here, you know, you can see if matrix item equals true and the catalog ID is empty, I'm gonna follow branch zero for, creating variance. If the matrix item is false and catalog ID is empty, I'm gonna follow this branch. So, again, very easy to set up and manage branching and such. And then from there, you can have multiple steps to go through here. Here's an example of after this step of a hook being used with some coding. So if I open up this code here, you can see, this is a JavaScript, here. And now the nice thing with our platform as well, Enrique's I was saying updating earlier, you know, we're starting to use AI within the platform as well, and this actually helps with manage and maintenance. So if I was coming in after somebody who had built this, for example, if there's a script that's here, I'm like, jeez. What are they doing here? I can actually highlight the section, ask AI to explain it, and it will actually give me, in layman's terms, what is that script doing here. As well as if I wanted to maybe add in to this script, you can go in, use our AI, and give it natural language in order to have it generate code for you. So here, ma'am, I wanna create a new field called integration info that's gonna combine the job type and ID. So I can see over here it's in different, sections or diff fields. So if I select that, what it's now going to do is it'll actually go in, and now it'll write the code for me that's going to basically do what I asked it for, an integration info field if I combine those, fields that I asked you for. So, again, that's where we're now using AI to try to help make this integration development a little bit easier as well as, easier to maintain when you come in, you know, maybe after somebody else has built it and such. So alright. I think that Kelly. A nice high level overview of, one, sort of getting into managing and building the flow, as well as how to kinda use the platform for management and maintenance of all of your integrations across different users, environments, and such. Thank you, Kelly. We have a lot of questions that have come in. So let's, let's tackle those here. So first question, Kelly mentioned that you could batch process, for example, every four hours. Would Soligo be able to take that batch from a Shopify site, for example, and create one from a one sales order with all the items from that four hour batch instead of bringing in each transaction individually? That that's a loaded question. The answer is yes. You could do that, but, you know, you definitely wanna think about some of the build there. You know, if you're trying to sync put it into a single transaction, there's some other things that you'd have to consider in regards to how you're gonna merge those. You know, but the answer is yes. The tool would be able to go in and pull all those records over a four hour period. Then we'd have to see, you know, that that data. Do you wanna put it into a database first to then take it and iterate over it to figure out how to add it in? You know? So, it would be possible. Yes. Yeah. So yeah. So the answer is possible, but really make sure you know you know what you're asking for when you're doing that. Exactly. I got to stop that. We weren't solutioning there. So the short answer is yes, Rica, but there's definitely some more thought that, would be put into that. But the answer is yes. You could do that. Alright. So this one, I think I know the answer. Is there Soligo pre built connector integration between FileMaker and NetSuite? We are able to connect FileMaker and NetSuite. We have customers who are integrating FileMaker and NetSuite. I believe they're using our universal connector. I do not see that there's a pre built connector, between specifically for FileMaker. Kelly, I don't know if you know otherwise. There's not because FileMaker, you can kind of it's dynamic. Right? So everybody, you know, everybody can build sort of build out Fil FileMaker as they need. So, yes, I have done, some work around FileMaker before with the APIs and such. So the answer is yes. We're able to connect the FileMaker APIs and work with that endpoint, but we don't have anything prebuilt in the marketplace. Okay. Sometimes when trying to map data from an incoming payload, the field picker doesn't work or show anything from the payload to select. Why is that? Very specific. Yeah. I don't know if I have the exact answer right now, but, you know, sometimes it depends on how the flow is built, what's feeding into that step. Do you have filters, you know, that maybe it's filtering in and and and keeping it from providing sort of a sample data set that our tool tries to use for that drop down. So there's two things that you you know, there's a couple ways to solve that. One, if you know that the data is there, you can always copy and paste it into these the data section, and it'll provide it. Or you you don't have to use the drop downs. The drop downs are there to try to help make it easier if the system does have a sample record. You can always just manually key in that field name. If you know that the field's there, you know, called my new field, you can also just type in there and know that your data is gonna be mapped there. So, you know, couple different ways to address that. Okay. Any potential for a meta shopping connector in the future, and would like to learn more about live update from NetSuite and how they work? So maybe you can, let's take this the second question first. Can you talk about just, live dynamic updates, from NetSuite? And I mean, you've covered a little bit of this. Real real time triggers and so on. Yeah. Sure. So with with a live update so there's two sides to this. Number one, if you're talking about a, an export of data from NetSuite, we're using the same mechanics that NetSuite uses if you were using suite scripting or such. So you'll see if I select NetSuite here, what you're gonna see is now you see right here, I showed a batch example, but in our drop down, we're gonna say, great. I wanna listen for real time. And then when you create it, just like if you're creating a, sweet script or such or wrestler or such inside of NetSuite, you're gonna say what record do you wanna listen to. Right? So, again, I need to select my connection so it knows what environment it's looking at, so it knows what fields. But if I were gonna use that same example, and say employee, you see, our tool's gonna give you the option to say, great. When I'm look looking at the employee records, what's my, execution context? Is it only on user interface? Is it only in, workflow events? You know, maybe you wrote your own, Reslet inside of NetSuite. You know, does that gonna trigger it? So just from this drop down, you can select all the execution context. And then on the type, do you only want edits or creates? So, again, very easy to set up on your real time export when you want that data to fire. On the import, if you're talking about dynamic lookups, what our tool has the ability to do is, as you're importing records and and maybe you're mapping to a field, you and you don't know some data. Right? So maybe you're as I'm importing this employee record, and I was trying to set the manager on this, You can see what what they're referring to here is if I'll go to settings and you can do a lookup, you can actually have it go out and say, great. You know, when I import this, I need to go out to the employee or customer records. I can look at other records and say, I need to go to that record if that record meets some criteria, like, where the email equals manager email, and then I wanna return that cuss you know, that records internal ID. You can actually have it doing real time lookups on other data as it imports. So, again, very easy to work with NetSuite and find the exact data you need. I think I answered that. Hey. You did. Yeah. The the the first portion of the question, any potential meta shopping connector in the future? I just looked, there's nothing, in the current that's live. I think I believe I've heard that, yes, there will be in the future, but I we we need a we need a follow back up, unless, Kelly, you you know if it's, what's the plan on the road map for that connector? I do not, specifically. As you know, you know, we've got a a very robust product team that takes a lot of feedback from all of our customers, but that is good to know. We didn't highlight this. Our product portal is pretty neat. You can actually come in here and, if you've got a suggestion, if you don't see that yet, you can actually come in here and submit an idea and suggest that to our team as well. You know, hey. Great. I'd love to see a meta connector in in the system, you know, instead of having to use the the universal HTTP endpoint. It helps tremendously with the meta connector. So you can actually submit ideas to our team directly here. Okay. Newbie trying to learn Soligo. When posting multiple records to NetSuite through Soligo connect to Soligo connection, does it bypass the NetSuite API throttle? Is there a way to set rate limiting in this flow? And you're still gonna be governed by NetSuite. Right? So if you have five queues, if you don't if you if you only have a single login, you don't have SuiteCloud Plus, you know, you're still gonna be governed by NetSuite there. Now our tool does take all of your flows, and we will manage the concurrency through there for you. So if you do have multiple records under the records, different objects you're working with, our tool will ensure that all those records are managed and processed so that none get lost due to rate limiting or such. And you can manage that here in the application by setting your concurrency level here as well. You know, that that question is a lot of ways, like, that you can address it, but just at the connection level, you are able to control, you know, the queue the number of queues that Integrator IO does use within your environment as well. Yeah. So it doesn't bypass, but it does throttle, I guess. You you do have concurrency controls so that you're not, yeah, using that. Correct. So we may have time for one or two more questions here. Sometimes using the ignore existing records feature on a NetSuite import using multiple filters, it throws errors. Search error, parentheses are in balance. Any way to manually set that search string? I'd have to look at it. I don't have a quick answer. Now that's a good thing to note. If you do have questions like this, you know, every Tuesday, we do host an office hours that you're able to attend. You can come in. It is an open forum, so there are users from all different companies. But, you know, come in. Because sometimes we gotta look you know, there's a lot of criteria. You know, what what's the search string? When you say ignore existing, you know, is it coming back with multiple results? There's there's multiple things that we could look at there. So, again, every Tuesday, we do an o an office hours. You're able to drop in there, ask a quick question like that, and we can try to help, provide some input there. You know, and if that doesn't resolve it, we can always, you know, go through, the support system and and see what's going on there. So multiple ways to help you get that answer. I just don't have a quick one here, you know, in the webinar for you. But but we can follow-up for sure. So we'll we'll we'll follow-up for everyone who had, like, these specific questions that needed more follow-up. If anyone wants to throw a last question, go ahead and do it. Otherwise, couple of things. We have a survey, so please fill out the survey. We have a next, event coming up. So let me share that link there. And as you know, we're we're we're experimenting with the series. We know that there's a lot of, desire for it and, but we really wanna learn, you know, from people who are actually coming here. You know, like, if there's something specific you wanna learn that we should cover or we should focus on more advanced use cases and so on, you know, just let us know and and we're we're gonna be learning as we go here. And, there's also a resource section that, is available, on the links here that if you want to just just download, some more assets that might be interesting to you. But, otherwise, thank you so much for joining, staying with us all along, and I hope that, you'll we we will be in touch, in the future. So thank you, everyone, and look forward to talking to you all soon.