NetSuite Overview

NetSuite is a Customer relationship management platform that supports marketing, sales and service operations and customer insights.

Integrating Lytics with NetSuite enables you to import consumer data for use in Lytics audiences.

NetSuite Authorization

If you haven't already done so, you will need to set up a NetSuite account before you begin the process described below. Ensure you have followed the instructions in the NetSuite authentication documentation to create the 4 keys you need to authorize Lytics to access your NetSuite account.

  1. Select NetSuite from the list of providers.
  2. Select the SuiteTalk TBA method for authorization.
  3. Enter a Label to identify your authorization.
  4. (Optional) Enter a Description for further context on your authorization.
  5. In the Account ID field, enter your NetSuite account ID. To locate your account ID, in Netsuite go to Setup > Company > Setup Tasks > Company Information. The account ID field is located near the bottom of the right column.
  6. In the Token Key field, enter your token id you created.
  7. In the Token Secret field, enter your token Secret you created.
  8. In the Consumer Key field, enter your consumer id you created.
  9. In the Consumer Secret field, enter your consumer Secret you created.
  10. In the Description box, enter a name for your authorization.
  11. Click Authorize.

NetSuite: Import Audiences

Importing your consumer data from Netsuite allows you to use your NetSuite users in Lytics audiences.

Integration Details

  • Implementation Type: Server-side Integration.
  • Implementation Technique: SOAP API Integration.
  • Frequency: Batch Integration.
  • Resulting data: User Profiles.

This integration utilizes the NetSuite APIs to import user data. Once the import is started the job will:

  1. Import all consumers to the netsuite_consumers stream.
  2. If configured to run continuously, continue to import any new consumers hourly.

Fields

The following fields are included in the default mapping of the netsuite_consumers stream:

Source FieldLytics User FieldDescriptionType
emailemail unique idNetSuite User IDstring
internal_idns_internal_id unique idNetSuite IDstring
company_namecompanyCompany Name[]string
first_namefirst_nameFirst Namestring
last_namelast_nameLast Namestring
accountns_accountNetSuite Accountstring
default_addressns_addressNetSuite Default Addressstring
budget_approvedns_budget_approvedNetSuite Budget Approvedstring
created_timens_created_timeNetSuite Created Timedate
credit_hold_overridens_credit_overrideNetSuite Credit Overridestring
email_preferencens_email_preferenceNetSuite Email Preferencestring
email_transactionsns_email_transactionsNetSuite Email Transactionsstring
internal_idns_entity_idNetSuite Entity IDstring
external_idns_external_idNetSuite External IDstring
fax_transactionsns_fax_transactionsNetSuite Fax Transactionsstring
global_subscription_statusns_global_subscription_statusNetSuite Global Subscription Statusstring
inactivens_inactiveNetSuite Inactivestring
is_personns_is_personNetSuite Is Personstring
login_accessns_login_accessNetSuite Login Accessstring
modified_timens_modified_timeNetSuite Modified Timedate
print_transactionsns_print_transactionsNetSuite Print Transactionsstring
rolens_roleNetSuite Rolestring
statusns_statusNetSuite Statusstring
subsidiaryns_subsidiaryNetSuite Subsidiarystring
taxablens_taxableNetSuite Taxablestring
termsns_termsNetSuite Termsstring
unbilled_ordersns_unbilled_ordersNetSuite Unbilled Ordersstring
web_leadns_web_leadNetSuite Web Leadstring

Configuration

Follow these steps to set up and configure an Import of NetSuite in the Lytics platform. If you are new to creating jobs in Lytics, see the Data Sources documentation for more information.

  1. Select NetSuite from the list of providers.
  2. Select the Import Audiences job type from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. From the Import Since text input, input the latest date from which you want consumers to be imported. Please use the format yyyy-mm-dd (e.g. 2019-03-27).
  5. Select the Keep Updated checkbox to make the integration to run continuously.
  6. Click Start Import.