Setting up synchronisation settings is crucial to ensure accurate data transfer between NetSuite and Dotdigital. This guide walks you through the necessary steps to configure these settings effectively.
Steps to configure sync settings:
Choose your subsidiary to sync data for.
Set up the time and date format.
Set up multiple match handling.
Set up default country for phone numbers.
Choose your subsidiary to sync data for
NetSuite can compartmentalise data by subsidiaries. The integration can be configured to access data for all or a specific subsidiary.
Expand the Subsidiary drop-down menu and select the subsidiary you want to sync data for. Select All to sync data for all subsidiaries.
Select NEXT.
Set up the time and date format
To accurately detect changes, the integration must know how your NetSuite instance is configured for dates and times.
If you’re unsure of the information requested in this step, you can find it in your NetSuite account. Go to Home > Set > Preferences.
Expand the NetSuite date format drop-down menu, and choose the date format shown in NetSuite.
Expand the NetSuite time format drop-down menu, and choose the time format shown in NetSuite.
Expand the NetSuite Timezone drop-down menu, and choose the timezone shown in NetSuite.
Select NEXT.
Set up multiple match handling
Learn how the integration handles duplicate emails in NetSuite integration behaviour.
When we try to relate a contact in Dotdigital to a record in NetSuite, we might find multiple contacts, prospects, leads, or customers with the same email address. Having duplicates in NetSuite is not recommended, but you can tell the integration what to do if it discovers them.
To set up multiple match handling:
Expand the Multi match handling drop-down menu, and choose how you want to handle multiple matches.
Options are:Update first contact where email and names match
Correlates when the email address and the first and last names match.Update first contact
Chooses the first contact with the same email address.Do not update
No updates are applied when we find a duplicate.
Select NEXT.
Set up default country for phone numbers
When we try to import phone numbers from NetSuite to Dotdigital, we need to ensure the phone numbers are for mobile phones and are in international format. If a number is not in international format then the integration attempts to convert it using the assumed default country you enter in this step.
Expand the Default country drop-down menu, and choose the country you would like to use.
Select NEXT.
Next steps