How to Integrate Order Records Between NikoHealth and Salesforce

In this guide, we’ll walk through how to synchronize Order records between NikoHealth and Salesforce using MultiSync Made Easy.

Before proceeding, ensure that:

• NikoHealth is already authorized with Salesforce.
• Patient synchronization is already configured.
• The Order object exists in Salesforce.

This Salesforce NikoHealth integration guide covers:

• NikoHealth → Salesforce Order Synchronization
• Salesforce → NikoHealth Order Synchronization
• Legacy Order Import
• Real-Time Order Synchronization

Step 1: Open MultiSync Made Easy

• Navigate to App Launcher → MultiSync Made Easy.
• Open Active Integrations.
• Locate the NikoHealth integration from the available list

Step 2: Open the NikoHealth Integration

Inside the integration, you can find the different object synchronizations already configured.

For example:

• Patients
• Orders
• Insurance
• Tasks

Each object can have options such as:

• Change Mapping
• Sync Existing Records

These options allow administrators to manage existing synchronization configurations and work with previously created records.

Step 3: Create a New Order Synchronization

• Select + New Data Sync.
• The synchronization wizard will open.
• From the available configuration options, begin setting up the Order synchronization.

Step 4: Configure Object Mapping

Select the objects that will be connected between the two systems.

NikoHealth Object:

NikoHealth Orders Get

Salesforce Object:

Order

• Select Proceed to continue.

This mapping defines where the Order information received from NikoHealth will be stored in Salesforce.

Step 5: Configure Field Mapping

Now map the NikoHealth Order fields with their corresponding Salesforce fields.

Example:

MultiSync Made Easy allows administrators to configure these field mappings without writing custom integration code.

Step 6: Preview Mapped Data

• Select Preview Mapped Data.
• The application retrieves a sample Order from NikoHealth.
• Review how the information will be populated in Salesforce.

Check important details such as:

• Order ID
• Patient Information
• Status
• Priority
• Dates

This step helps verify that the mapping is working correctly before importing the actual Order records.

Step 7: Validate and Save the Mapping

• Select Validate Field Mapping.
• Review the mapping after validation is completed.
• Save the configuration.

Once the mapping is saved, it can be used for both existing Order synchronization and real-time updates.

Step 8: Import Existing Orders

After configuring the mapping, navigate to Sync Records.

From the available options, choose either:

Sync Data

Use this option when you want to import the existing Order records immediately.

Schedule Data Sync

Use this option when you want the Order records to be imported according to a defined schedule.

This can be especially useful when an organization is bringing historical Order information into its Salesforce account and wants to manage the migration in batches.

How Order Synchronization Works

MultiSync Made Easy processes existing Order records in batches and applies the configured field mapping during synchronization.

The integration:

1. Retrieves Order records from NikoHealth.

2. Applies the configured field mappings.

3. Creates or updates the corresponding Salesforce Order records.

4. Checks existing information to help prevent duplicate records.

This allows businesses to bring historical Order information into Salesforce without manually creating every record.

Real-Time Order Synchronization

Once the existing Order records have been synchronized, real-time synchronization can be configured to keep new and updated Orders connected between NikoHealth and Salesforce.

This is useful for businesses that need Order information to stay updated as changes happen rather than waiting for the next scheduled synchronization.

Step 9: Open Real-Time Settings

• Navigate to RealTime Settings.
• Locate the NikoHealth integration.
• Open the available real-time synchronization settings.

Step 10: Configure Order Events

Select the Order events that should trigger synchronization.

Examples include:

• Order Created
• Order Updated
• Order Status Changed

These events allow the synchronization process to respond when relevant Order information changes in NikoHealth.

Step 11: Configure Real-Time Field Mapping

Use the same field mapping configuration created during the initial Order synchronization.

Keeping the same mapping helps maintain consistency between historical imports, scheduled synchronization, and real-time updates.

Step 12: Enable Real-Time Synchronization

• Select Enable Real-Time Sync.
• The integration will begin listening for the configured Order events from NikoHealth.

Whenever an Order is created or updated, the corresponding information can then be synchronized with Salesforce automatically.

Order, Product, and Prescription Synchronization

An Order can contain more information than just basic Order details. Depending on the workflow, related Product and Prescription information may also be required to provide complete context.

MultiSync Made Easy can also be configured to synchronize these related details.

Order Product Synchronization

Product information associated with an Order can be retrieved and stored in Salesforce.

Examples include:

• Product Name
• Product ID
• Quantity
• HCPCS Code

Keeping this information connected helps teams understand what products are associated with each Order without manually checking another system.

Prescription Information Synchronization

Orders may also contain a Prescription ID that can be used to retrieve additional information.

Depending on the configured synchronization, Salesforce can receive details such as:

• Prescription Details
• Prescription Products
• HCPCS Codes
• Diagnosis Information
• Treating Provider Information

This provides teams with more complete Order information inside Salesforce.

How to Integrate Orders from Salesforce to NikoHealth

The synchronization does not have to work only in one direction. MultiSync Made Easy can also be configured to send Order information from Salesforce back to NikoHealth.

This creates a bidirectional synchronization process where both systems can share relevant Order updates.

Step 13: Configure Salesforce Automation

A Salesforce Flow can be configured on the Order object.

The Flow can be triggered when an Order is:

• Created
• Updated

The Flow then invokes an Apex Action, which sends the required Order information to NikoHealth through the configured API.

Step 14: Verify Bidirectional Synchronization

After configuring both directions, test the synchronization from each system.

NikoHealth → Salesforce

• Create or update an Order in NikoHealth.
• Verify that the corresponding Salesforce Order is created or updated.

Salesforce → NikoHealth

• Create or update an Order in Salesforce.
• Verify that the corresponding information is updated in NikoHealth.

Testing both directions helps confirm that the NikoHealth with Salesforce configuration is working as expected.

Result

After completing this configuration:

• Historical Orders can be synchronized.
• New Orders can be synchronized automatically.
• Order updates can be synchronized automatically.
• Product information can be synchronized.
• Prescription information can be synchronized.
• Real-time Order synchronization can be enabled.
• Salesforce can send Order updates to NikoHealth.
• NikoHealth can send Order updates to Salesforce.
• Duplicate records can be prevented.

With this setup, businesses can keep important order information connected without relying on repeated manual updates.

Conclusion

Using MultiSync Made Easy, organizations can configure Order synchronization between NikoHealth and Salesforce while supporting historical imports, scheduled synchronization, and real-time updates. The platform provides a no-code approach for configuring object mappings and field mappings, making the overall integration easier to manage.

By connecting orders with related Product and Prescription information, teams can maintain better visibility into the complete Order workflow while keeping data synchronized across both systems.

For businesses looking for reliable Salesforce integration services, HIC Global Solutions provides Salesforce solutions and Salesforce services designed to connect business applications and simplify everyday workflows. As a Salesforce partner, HIC Global Solutions can also help organizations configure and manage integrations based on their specific business requirements.

For further assistance, please contact us at Sales@hicglobalsolutions.com. We’ll be happy to help with your queries and implementation requirements.

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Related Guides:

• How to Integrate NikoHealth with Salesforce Using MultiSync Made Easy
• How to Sync Patient Records Between NikoHealth and Salesforce Using MultiSync Made Easy