Verify your NetSuite integration

Learn how to check your NetSuite Integration is set up and working correctly.

Overview

Availability: Private preview

The NetSuite integration is currently only available as a private preview; contact your Customer Success Manager if you are interested in using this integration.

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. This article helps you with this, but it should not be considered all-encompassing. 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:

  1. Go to Ecommerce, then select the Catalogs tab.
  2. Find your Netsuite synced catalog, then select Properties.
  3. 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.
    • Yes - Prices in the catalog include tax.
    • No - Prices in the catalog don't include tax.For Prices include tax, choose Yes or No.

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Order data: recommended checks

To check the order data syncing from Netsuite to Dotdigital:

  1. Go to Ecommerce, then select the Orders tab.
  2. Select Date range, then expand the Pre-defined date range drop-down menu and select All time.
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  3. 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:

  1. Go to Email > Contacts > All contacts.
  2. Find the address books named NetSuite.
    NetSuite (Your NetSuite details) – <NetSuite entity type>
    There should be an address book for each of the following NetSuite entities if you are syncing them:
    • Contacts
    • Customers
    • Leads
    • Prospects
  3. 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.
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  4. Select a contact, then select the Data fields tab to make sure the mapped data fields have been populated.
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  5. 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.

  6. 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.
    To learn how, check out the articles Unsubscribe a contact and Resubscribe a contact.
  • 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 Email > Contacts > All contacts, then search for them by email address. Opted out contacts are in the unsubscribed/suppressed list.

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