Integrate your NetSuite account with Dotdigital to sync your customers, contacts, opt-in or opt-out status, product catalogs, and orders between the two platforms.
Before you start
Things you need to know:
You must have first prepared your NetSuite account for the integration.
Learn how in Prepare your NetSuite environment for the Dotdigital integration.
Ensure you understand the integration behaviour.
Learn more in NetSuite integration behaviour.
You must have already created any custom data fields in Dotdigital you need for mapping NetSuite fields to, and have ensured they are the correct data type.
Learn more in Create, delete, and edit Custom data fields.
You must have requested that the NetSuite integration is activated through your Customer Success representative, and had confirmation this has been completed.
⚠️ When initially setting up the integration you must complete the process in one go. Ensure you have read the guidance and are as prepared as possible to make sure you're able to complete the process.
Install NetSuite integration
In Dotdigital, go to Connect.
If you need to install the integration:
Select Integrations.
Select the CRM & CLM filter under Categories in the left side menu.
Select ADD for Oracle NetSuite.
If you have the NetSuite integration already installed:
Select Oracle NetSuite.
Select Settings.
Connect to NetSuite
Enter your NetSuite account details and authentication information to establish a connection.
Select New authentication.
If you have previously set up a connection, select NEXT.Enter your connection details:
Account ID
To find it, in NetSuite, go to Setup > Company > Company Information, and copy it from the ACCOUNT ID field.Token ID
Enter the consumer key (client ID) from NetSuite.Token secret
Enter the consumer secret from NetSuite.
Select CREATE.
Select NEXT.
Your NetSuite connection is tested to ensure we can access your NetSuite data using the authentication details entered.
If this is successful, you see a confirmation message. Select NEXT.
If an error message is displayed, select PREVIOUS, and double check the authentication details entered are correct, then try again.
If you continue to have issues, confirm that all the steps in Prepare your NetSuite environment for the Dotdigital integration have been completed correctly.
Next steps