In Dotdigital, go to Connect.
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If you need to install the integration:

If you have the NetSuite integration already installed:

Select New authentication.
​If you have previously set up a connection, select NEXT.

Enter your connection details:

Select CREATE.

Select NEXT.

Your NetSuite connection is tested to ensure we can access your NetSuite data using the authentication details entered.
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If this is successful, you see a confirmation message. Select NEXT.
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If an error message is displayed, select PREVIOUS, and double check the authentication details entered are correct, then try again.

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.

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.

Expand the Multi match handling drop-down menu, and choose how you want to handle multiple matches.
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Options are:

Select NEXT.

Expand the Default country drop-down menu, and choose the country you would like to use.

Select NEXT.

Expand the Sync opt in/out status drop-down menu, and choose Yes (to sync) or No (not to sync).
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If you choose No, and don’t want to sync opt-ins, you can move forward to Step 8.
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Expand the Choose in what directions(s) opt in state is synced drop-down menu, then choose the sync direction.

Expand the Select the entities you want to sync opt-in state for to select the entities you want to sync opt-in state for, choose from customers, leads, prospects, and contacts or combinations of.

Select NEXT.
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Expand the Opt in data held in drop-down menu, and choose how you want to store your opt-in and opt-out data in NetSuite.

Expand the Default opt in status drop-down menu and choose a default opt in status from:

Expand the Opt in status field drop-down menu, then choose the property field that holds your contacts’ and customers’ opt-in and opt-out status.

Expand the Value type drop-down menu, then choose the field's data type.

If you chose your data type as Boolean values with no assumed default opt-in or opt-out status, you must now choose what the true value indicates in the field.
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Expand the Checked value represents drop-down menu and select either Opted in or Opted out.
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If you chose your data type as Specific values, enter the text value precisely as it appears in NetSuite to indicate your opt-in value and opt-out value.
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Select NEXT.

For Contact syncing, expand the Sync contact data drop-down menu and choose either Yes (to sync contacts) or No (not to sync).

Select NEXT.

To choose the direction that you sync contact data, expand the Contact sync option drop-down menu, then choose the direction you want to sync contact data.

When syncing data, the integration must know which system holds the master data initially. If conflicting data is found in the initial sync, it takes the data from the master system and overwrites the other system.
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Expand the Master system drop-down menu, then choose your master system.

Select NEXT.

On the Contact field mappings, use the drop-down menus to map your Dotdigital data fields to your NetSuite contact fields.
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Your mappings are tested to ensure the minimum required fields are mapped. If an issue is shown, adjust your mappings to correct this.

Once testing is successfully completed, select NEXT.

For Contacts SuiteQL filter, enter additional filter criteria, using SuiteQL WHERE clause syntax against the contacts table (c).
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The filter will be something like BUILTIN.DF(c. {The field id} ) = ' {Value to filter on} ' for example:

If you specify a filter, it is tested and must work before you can proceed.
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Select NEXT.

Expand the Initial contact data alignment drop-down menu, and choose either Yes or No.

For Customer syncing, expand the Sync customer data drop-down menu and choose either Yes (to sync) or No (not to sync).

Select NEXT.

To choose the direction that you sync customer data, expand the Contact sync options drop-down menu, then choose the direction you want to sync customer data.

When syncing data, the integration must know which system holds the master data initially. If conflicting data is found in the initial sync, it will take the data from the master system and overwrite the other system. Choose from.
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Expand the Master system drop-down menu, then choose your master system.

Select NEXT.

For Customer types to sync, you can choose between People, Companies (B2B) or both.
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If you choose to sync Companies then you must ensure you have custom data fields available in Dotdigital to map the NetSuite fields isPerson and Companyname to.
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For Customer stages to sync, you can choose the stages you want to sync customer data for. Choose between Prospects, Leads, and Customers.

Select NEXT.

For each contact entity type (Prospect, Lead and Customer) you must choose a default status to set on the record. Expand the relevant drop-down menu, then choose the default status you want to apply.

Select NEXT.

Expand the Default category drop-down menu, then choose a default category.

Expand the Use default category when missing drop-down menu, then choose whether or not the integration is allowed to apply the default category when required:

Select NEXT.

Expand the Initial contact data alignment drop-down menu, and choose either Yes or No.

On the Customer field mappings, use the drop-down menus to map your Dotdigital data fields to your NetSuite customer fields.
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Your mappings are checked against the required minimum mappings. If an issue is shown, adjust your mappings to correct this.

Select NEXT.

For Contact's SuiteQL filter, enter additional filter criteria, using SuiteQL WHERE clause syntax against the customers table (c).
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The filter will be something like BUILTIN.DF(c. {The field id} ) = ' {Value to filter on} ' for example:

If you specify a filter, it is tested and must work before you can proceed.
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Select NEXT.

On Product catalog sync, expand the Sync product catalog drop-down menu, then choose Yes (to sync) or No (not to sync).

Select NEXT.
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NetSuite lets you specify the prices of items in multiple currencies. However, Dotdigital’s product catalogs only store prices in a single currency. Expand the Catalog price currency drop-down menu, then choose the currency you want to use in Dotdigital.

You might not hold an online store URL and image URL for each item you want to sync. However, Dotdigital's ecommerce features require these to operate. You can specify default values to use if we cannot find a value for an item.
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For Company or online store URL, enter the URL for your company or online store.
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For Fallback product image URL, enter the URL to use whenever we cannot map an item’s specific image.
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Select NEXT.

If you use NetSuite’s built-in ecommerce store, you can choose to filter products listed for sale online.
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Expand the Sync only online products drop-down menu, then choose Yes or No.

For What product types do you want to sync, select the item types you want to sync into the product catalog.

In the Product filters box, enter any additional filter criteria, using SuiteQL WHERE clause syntax against the items table (i), for example, i.shipindividually = ‘T’.
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If you specify a filter, it is tested and must work before you can proceed.
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Select NEXT.

You must define the field mappings from Dotdigital’s product catalog fields to NetSuite's item fields. By default we define the minimum mappings required.
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In addition to the NetSuite items fields and custom fields we list some calculated fields which are indicated by the encapsulating [[ ]] , such as [[ Price: Base Price]]. The calculated fields include mappings to the price types held against an item denoted as [[ Price: Price type name ]], which allow you to assign the price type you wish to the product catalog's price and specialPrice fields.
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You must map the following Dotdigital product catalog fields:

Enter the Product field mappings as required.
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Select NEXT.

Expand the Sync orders drop-down menu, then choose whether you want to sync orders or not.

Select NEXT.

Sometimes you may have a custom field on a sales order that better represents who made the purchase rather than using NetSuite’s associated customer record. For instance this could be that you are a B2B business and track the individual who made the order, rather than just using the default email associated with the company that made the order.
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Expand the Alternative email field drop-down menu, then choose whether you want to to use an alternate email field to associate an order with.

If you selected Yes, select the custom field that you want the order associated with. We use the email address of any contact or customer to identify the contact in Dotdigital who will have the order associated with it.
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Select NEXT.

Optionally, select any additional fields that are associated with a sales order that you want to add to an order record in Dotdigital.
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Select NEXT.

The integration uses SuiteQL to access your NetSuite transaction data, and we automatically bring in any sales orders and cash sale transactions that can be associated by email address to a contact in Dotdigital.
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Optionally you can add your own filters if you need to limit the data further using SuiteQL WHERE clause syntax against the transaction table which can be referred to using the table reference t. e.g. t.currency= 1.
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Select NEXT.