After you set up the NetSuite integration to sync data between NetSuite and your Dotdigital account, we advise you to check the integration is syncing data the way you want.
We provide some guidance here, but you must do sufficient testing to ensure you're syncing the correct data to fulfil your requirements.
Before you start
Things need to know:
You must have a functioning NetSuite integration.
Access to your Dotdigital account.
Access to your NetSuite instance.
Product data: recommended checks
To check the product data syncing from NetSuite to Dotdigital:
Go to Content > Products, then select the Catalogs tab.
Find your NetSuite synced catalog, then select Properties.
For Unique product identifier, unless you are certain the product name in the orders matches the product name in the catalog, expand the Unique product identifier drop-down menu and select SKU.
This makes sure sales can be matched to the items in the catalog.
For Prices include tax, select YES or NO.
Order data: recommended checks
To check the order data syncing from Netsuite to Dotdigital:
Expand the User menu, then go to Settings > Commerce > Orders.
Select DATE RANGE, then expand the Pre-defined date range drop-down menu and select All time.
Once the data has refreshed, check the graph and inspect some orders to ensure the data looks as expected.
Order data for opted in contacts
Only the orders for opted in contacts are shown; if a contact is opted out or suppressed their order data is not available.
Customer and contact data: recommended checks
To check the customer and contact data syncing from NetSuite to Dotdigital:
Go to Audience > Contacts.
Find the lists named NetSuite.
NetSuite (Your NetSuite details) – <NetSuite entity type>
There should be a list for each of the following NetSuite entities if you are syncing them:Contacts
Customers
Leads
Prospects
Check the number of contacts to make sure they are as you expect – if they are not correct your opt in settings might be incorrect.
Only opted-in contacts and customers are synced.
Select a contact, then select the Data fields tab to make sure the mapped data fields have been populated.
If you’re syncing from NetSuite to Dotdigital, you can verify syncing by changing contacts on NetSuite and seeing if they are reflected in Dotdigital.
If you’re syncing from Dotdigital to NetSuite, verify syncing by changing contacts on Dotdigital and seeing if they are reflected in NetSuite.
Data syncing might take more than an hour to reflect in either NetSuite or Dotdigital.
Opt in/out settings: recommended checks
To check the opt-in and opt-out data syncing from NetSuite to Dotdigital:
Check your contacts to make sure that the contacts or customers you can see synced into Dotdigital accurately reflects those contacts you consider opted in.
If syncing opted in and opted out contacts back to NetSuite from Dotdigital try unsubscribing a contact and resubscribing them to ensure that their opt in status is reflected correctly in NetSuite.
If syncing opted in and opted out contacts to Dotdigital from NetSuite try opting out a contact/customer and opting in a contact/customer and ensure that their opt in status is reflected correctly in Dotdigital.
Data syncing might take more than an hour to reflect in either NetSuite or Dotdigital.
Find opted in contacts
To find opted in contacts, go to Audience > Contacts, then search for them by email address.
Opted out contacts are found under Audience > Suppressions.