Customers

Contacts

Opt-in and opt-out status

Items

Orders

You must understand the integration before setting up.
It's important to understand the behaviour and limitations of the integration prior to setting it up in order to avoid unexpected results. Read the information provided her carefully.

The default billing address is exposed through the following fields for mapping purposes for prospect, lead, customer and contact records in NetSuite:

The email addresses match

The names match (if enabled in your integrations multiple match handling settings)

They both are people or companies

It is a later sales stage

Only customers records with an email address in NetSuite are synced.

Customers should be deduplicated by email; duplicate customers are not synced.

We cannot sync contact deletions from Dotdigital to NetSuite.

All email addresses are made lowercase.

You may opt to sync people, companies or both customer record types.

If opting to sync company records from NetSuite then the isPerson NetSuite field must be mapped to a Dotdigital Yes/No custom data field to indicate if the record is a company or person, and the companyname field must be mapped to Dotdigital text custom data field.

The status of a customer can be updated if the entitystatus field is mapped to a text field in Dotdigital that holds the customer status id.

When syncing back to NetSuite we will update a customer’s entitystatus with the default status for the customer stage if:

Email addresses are validated prior to synchronisation. Invalid email addresses cannot be processed.

We cannot update a record’s email address if it conflicts with an existing customer, because the NetSuite API prevents duplicate records.

If a NetSuite customer has their email address removed then any Dotdigital contact associated with this email address is deleted.

Only contacts that have an email address are synced.

Only contacts that are people entities in NetSuite and who have an email address are synced.

Contacts should be deduplicated by email; duplicate contacts are not synced.

We cannot sync contact deletions from Dotdigital to NetSuite.

Calculated fields cannot be synced, only stored fields can be synced

All email addresses are made lowercase.

It’s not possible to update a contact’s address in NetSuite from Dotdigital due to NetSuite API limitations.

The default billing address is exposed through the following fields for mapping purposes (read only):

Email addresses are validated prior to synchronisation. Invalid email addresses cannot be processed.

We cannot update a record’s email address if it conflicts with an existing contact because the NetSuite API prevents duplicate records.

If a NetSuite contact has their email address removed then any Dotdigital contact associated with this email address is deleted.

You can use either the NetSuite marketing subscriptions or a field to store opt in/out status.

A single configuration is used for both customer and contact entities.

We optionally allow the creation of a contact if we can’t find a match in NetSuite. This is to ensure that NetSuite has the opt out status for this email address.

Email addresses are validated prior to synchronisation. Invalid email addresses cannot be processed.

The NetSuite product catalog is named in this format:
​catalog_<Parent company name><Company name><Country code>_NetSuite
Example:
​catalog_ParentCompanyAcmeIncUS_NetSuite

Only active products are listed and synced initially.

Products that have no price mapped will not be included in the catalog.

When a product is flagged as inactive it will be removed from the catalog at next sync.

Custom multi-select fields cannot be mapped.

A fallback product URL can be set if we cannot map one from NetSuite.

A fallback product image URL can be set if we cannot map one from NetSuite.

Only orders that can be linked to an existing contact in Dotdigital are synced, therefore you should sync orders in conjunction with customer and contact syncing.

Discount lines are summarized to the total discount amount in the field discount_amount.

There is now a location field in the order insight records which will provide insight to where the order was taken.

You can optionally include custom fields that are associated with sales orders in NetSuite in the order insight data records.

By default sales orders are linked to the customer entity who placed it via its email; you can opt to associate an order with another contact by selecting a sales orders custom field that is an email address or a link to a contact or other customer record.

You can optionally specify you own additional filter criteria for selecting sales orders and returns from the transactions to ensure only those sales you want are synced.