NetSuite
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.
- Select NetSuite from the list of providers.
- Select the SuiteTalk TBA method for authorization.
- Enter a Label to identify your authorization.
- (Optional) Enter a Description for further context on your authorization.
- 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.
- In the Token Key field, enter your token id you created.
- In the Token Secret field, enter your token Secret you created.
- In the Consumer Key field, enter your consumer id you created.
- In the Consumer Secret field, enter your consumer Secret you created.
- In the Description box, enter a name for your authorization.
- 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:
- Import all consumers to the
netsuite_consumers
stream. - 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 Field | Lytics User Field | Description | Type |
---|---|---|---|
email unique id | NetSuite User ID | string | |
internal_id | ns_internal_id unique id | NetSuite ID | string |
company_name | company | Company Name | []string |
first_name | first_name | First Name | string |
last_name | last_name | Last Name | string |
account | ns_account | NetSuite Account | string |
default_address | ns_address | NetSuite Default Address | string |
budget_approved | ns_budget_approved | NetSuite Budget Approved | string |
created_time | ns_created_time | NetSuite Created Time | date |
credit_hold_override | ns_credit_override | NetSuite Credit Override | string |
email_preference | ns_email_preference | NetSuite Email Preference | string |
email_transactions | ns_email_transactions | NetSuite Email Transactions | string |
internal_id | ns_entity_id | NetSuite Entity ID | string |
external_id | ns_external_id | NetSuite External ID | string |
fax_transactions | ns_fax_transactions | NetSuite Fax Transactions | string |
global_subscription_status | ns_global_subscription_status | NetSuite Global Subscription Status | string |
inactive | ns_inactive | NetSuite Inactive | string |
is_person | ns_is_person | NetSuite Is Person | string |
login_access | ns_login_access | NetSuite Login Access | string |
modified_time | ns_modified_time | NetSuite Modified Time | date |
print_transactions | ns_print_transactions | NetSuite Print Transactions | string |
role | ns_role | NetSuite Role | string |
status | ns_status | NetSuite Status | string |
subsidiary | ns_subsidiary | NetSuite Subsidiary | string |
taxable | ns_taxable | NetSuite Taxable | string |
terms | ns_terms | NetSuite Terms | string |
unbilled_orders | ns_unbilled_orders | NetSuite Unbilled Orders | string |
web_lead | ns_web_lead | NetSuite Web Lead | string |
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.
- Select NetSuite from the list of providers.
- Select the Import Audiences job type from the list.
- Select the Authorization you would like to use or create a new one.
- 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). - Select the Keep Updated checkbox to make the integration to run continuously.
- Click Start Import.
Updated over 1 year ago