How to Integrate Purchase Orders Between NikoHealth and Salesforce

Purchase Orders are used to manage inventory procurement, vendor orders, product replenishment, and supply chain operations.

Using MultiSync Made Easy, organizations can synchronize Purchase Orders between NikoHealth and Salesforce while maintaining relationships with:

• Vendors
• Products
• Purchase Order Items
• Locations

In this guide, we will configure:

• NikoHealth → Salesforce Purchase Order Synchronization
• Salesforce → NikoHealth Purchase Order Synchronization
• Purchase Order Item Synchronization
• Product Synchronization
• Legacy Purchase Order Import
• Real-Time Purchase Order Synchronization

Before configuring Purchase Order synchronization, ensure the following integrations are already completed:

Required Integrations

• NikoHealth Authorization
• Product Synchronization
• Inventory Synchronization

Since Purchase Orders contain Products and Inventory information, those objects should already be synchronized.

Related Guides:

• How to Integrate Order Records Between NikoHealth and Salesforce

• How to Integrate Medical Records Between NikoHealth and Salesforce

Step 1: Open MultiSync Made Easy

• Navigate to App Launcher.
• Open MultiSync Made Easy.
• Go to Active Integrations.
• Locate the NikoHealth integration.

Step 2: Create a New Purchase Order Synchronization

• Click + New Data Sync.
• This opens the synchronization wizard.

Step 3: Configure Object Mapping

• Select NikoHealth Object → NikoHealth Purchase Order Get.
• Select Salesforce Object → Contact.
• Click Proceed.

Step 4: Configure Purchase Order Field Mapping

• Map the Purchase Order fields from NikoHealth to the corresponding Salesforce fields.

Example:

Step 5: Preview and Validate Mapping

• Click Preview Mapped Data.

Review:

• Purchase Order Information
• Vendor Information
• Product Information
• Purchase Order Items

Validate the mapped information.

Save the mapping.

Step 6: Import Existing Purchase Orders

• Navigate to Sync Records.
• Choose Sync Data to import the existing Purchase Orders.
• Or choose Schedule Data Sync to schedule the import.
• Import the Historical Purchase Orders from NikoHealth.

Step 7: Complete Legacy Purchase Order Synchronization

MultiSync Made Easy handles the required Purchase Order data during the synchronization process.

• Retrieve Purchase Orders from NikoHealth.
• Retrieve Purchase Order Items.
• Retrieve Product Information.
• Create Purchase Orders in Salesforce.
• Create Purchase Order Items.
• Maintain Parent-Child Relationships.

Product Relationship Mapping

Each Purchase Order Item is connected to its related Product.

• Step 1: Read the Product information.
• Step 2: Locate the Product in Salesforce.
• Step 3: Populate the Product lookup on the Purchase Order Item.
• Result: Create the Purchase Order Item → Product relationship.

Purchase Order Item Relationship Mapping

Each Purchase Order Item is attached to its parent Purchase Order.

Result:

Purchase Order

   ├─ Item 1

   ├─ Item 2

   ├─ Item 3

Users can view all items directly from the Purchase Order.

Step 8: Verify Purchase Order Synchronization

• Open a Purchase Order record.

Verify:

• Vendor Information
• Status
• Total Amount
• Product Items
• Item Quantities
• Pricing Information

Real-Time Purchase Order Synchronization

This step helps confirm that the NikoHealth with Salesforce setup has brought the required Purchase Order information into Salesforce correctly.

Step 9: Open Real-Time Settings

• Navigate to RealTime Settings.
• Locate NikoHealth Purchase Orders.
• Open the available real-time configuration options.

Step 10: Configure Purchase Order Events

Enable the Purchase Order events that should trigger synchronization.

• Enable Purchase Order Created.
• Enable Purchase Order Updated.
• Configure these events to trigger synchronization whenever Purchase Orders change in NikoHealth.

Step 11: Enable Real-Time Sync

• Click Enable Real-Time Sync.
• Turn on automatic synchronization for Purchase Orders.
• Confirm that the configured events are enabled.

With this Salesforce NikoHealth integration setup, new or updated Purchase Orders can be synchronized automatically instead of requiring users to run the sync manually.

Salesforce to NikoHealth Purchase Order Synchronization

The integration also supports sending Purchase Order information from Salesforce back to NikoHealth.

Step 12: Configure Salesforce Automation

Configure a Salesforce Flow on the Contact object.

• Set the Flow to run when a Purchase Order is Created.
• Set the Flow to run when a Purchase Order is Updated.
• Configure the Flow to invoke an Apex Action.

Step 13: Build the Purchase Order Payload

Prepare the Purchase Order payload with the required information.

Purchase Order Information

• Vendor
• Notes
• Account Number
• Location

Shipping Information

• Address
• City
• State
• Zip Code

Purchase Order Items

• Product
• Quantity
• Price
• Discount
• SKU
• Notes

This allows NikoHealth and Salesforce to exchange the Purchase Order details required for the synchronization.

Step 14: Create or Update Purchase Order in NikoHealth

Before sending the Purchase Order data, check whether a NikoHealth Purchase Order ID already exists.

• If Niko Purchase Order ID Exists → Execute PUT Purchase Order.
• If Niko Purchase Order ID Does Not Exist → Execute POST Purchase Order.
• Use the same process for both Purchase Order creation and updates.

Step 15: Store the NikoHealth Purchase Order ID

When a new Purchase Order is created, NikoHealth returns the Purchase Order ID:

{

 “Id”:”PO123456″

}

Salesforce stores:

Niko_PO_Id__c

This ID is used for future updates.

Step 16: Verify Bidirectional Synchronization

Verify that Purchase Orders are synchronizing correctly in both directions.

NikoHealth → Salesforce

• Create or update a Purchase Order in NikoHealth.
• Verify that the Purchase Order is created or updated in Salesforce.
• Verify that the Vendor is linked.
• Verify that the Products are linked.
• Verify that the Purchase Order Items are created.

Salesforce → NikoHealth

• Create or update a Purchase Order in Salesforce.
• Verify that the Purchase Order is created or updated in NikoHealth.
• Confirm that the Purchase Order information is synchronized correctly.

Result

After implementing this configuration:

• Historical Purchase Orders are synchronized.
• Purchase Order Items are synchronized.
• Product relationships are maintained.
• Vendor relationships are maintained.
• Real-time synchronization is enabled.
• Salesforce can update NikoHealth.
• NikoHealth can update Salesforce.
• Duplicate Purchase Orders are prevented.

Conclusion

With MultiSync Made Easy, businesses can keep Purchase Orders, Purchase Order Items, and Product information synchronized between NikoHealth and Salesforce, making procurement data easier to access, manage, and track.

For businesses looking for reliable Salesforce services and Salesforce integration services, HIC Global Solutions, a trusted Salesforce partner, helps connect business systems and build practical solutions around Salesforce.

With the right synchronization setup, teams can reduce manual data entry, maintain accurate records, and keep important Purchase Order information updated across NikoHealth and Salesforce as business operations move forward.

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