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How to Set Up Your Constant Contact for NetSuite Setup Integration (with Features)

 

Before You Get Started

Did you set up your SyncApps account? If not, start here:

Want the bird's eye-view first? Check out some key documentation of Constant Contact for NetSuite integration:

Before setting up the integration, here are some important integration points:

Let’s Get Started!

How to Set Up Your Constant Contact for NetSuite Integration

See the video below on how to set up Constant Contact for NetSuite.

Setting up your Set Up (integration) is easy! 

You are now setting up the integration, so enjoy 4 Full Weeks to test out all your use cases using all our features and integration capabilities.

  • Sync 1 - 1,000,000+ Records sync between Constant Contact and NetSuite for Customers, Contacts, Vendors, Employees, and more
  • Sync 1 - 1,000,000+ Opt-Outs between Constant Contact and NetSuite records
  • Robust Use Case Filtering and Segmentation, NetSuite Subscriptions, and Saved Searches integration
  • Sync 1 - 1,000,000+ Campaigns (Marketing Metrics such as opens, clicks, bounces, and URLs clicked) from Constant Contact back to NetSuite Custom Records
  • Custom Field Mapping for any type of use case between both software
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Set Up is available on Free Trial and Paid plans (Step 6)

General Pre-Integration Steps

 

Log into your SyncApps account. This will land you in the SyncApps Dashboard. Head to Set-Ups and once you’ve selected the Set-Ups tab, tap the “Create Set Up” button.

Enter a name of your choice for your new Set Up as your identifier. Then for the Sync Type, select NetSuite to Constant Contact. 

Step 1: NetSuite Configuration  

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Enter your NetSuite account credentials using (TBA) Token-Based Authentication, please see the article below on how to do it:

How to Setup NetSuite Token-Based Authentication as Authentication Type

Gather your information such as your Account ID, Username, Password, and Application ID, if using the "Username and Password" Authentication type, which we also support.

You can use a NetSuite Sandbox, which is really just a test account type that replicates your live NetSuite account. It uses testing records that will not affect your live or production records when syncing. If you are testing records or requirements and want your production records to remain unaltered, enable this option.

Select the "Records to Sync", options are All Contacts, Specific NetSuite Saved Searches, Specific NetSuite Contact Subscriptions, and Specific NetSuite Customer Subscriptions.

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You can only use 1 "Records to Sync" per Set Up. For example, if you select "All Contacts" as the "Records to Sync", then all the Contact type records in your NetSuite database will be synced to and from Constant Contact.

Most use Saved Searches and NetSuite Subscriptions to segment their data to Constant Contact Lists automatically.

Sync Email Marketing Data

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  • If this option is checked, email marketing data (opens, clicks, and links clicked metrics) will be synced to a Custom Record in NetSuite.
  • The custom record will be created automatically by SyncApps and capture data for 30 days after a campaign is initiated. If you need more than 30 days of data we have an Add-On for 90 days, 180 days, and Unlimited data. Please try our Professional or Enterprise plans.
  • Email Marketing Campaign metrics land on the custom subtab on the NetSuite Customer/Contact record. The NetSuite custom subtab name can be changed to meet your needs in NetSuite. Check out this article here: How to see your Marketing Automation Solution metrics in NetSuite

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If done in Step 1 of the Set Up, hit next so that the configurations will be saved.

Step 2: Constant Contact Configuration  

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Connect your Constant Contact account in this step by tapping the “Connect” button. You will then be directed to the oAuth page that’ll log in to Constant Contact.

After which, enter or select the name of your Main List from the dropdown of Lists.

What is the Main List, and why do we need to define it in Step 2?

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During the sync process, a new list with the specified name will be created in Constant Contact if you name a new one. Yet, you can still use the names of your existing lists in Constant Contact by selecting on in the dropdown List menu. 

When adding new subscribers to any Constant Contact List, please note that only those in your "Main List" will be synced, or select from the following options; (Sync all active Contacts not just those in the specified Constant Contact List), to sync the specific Constant Contact subscribers to CRM.

Note: We require you to define the Main List because Constant Contact needs it in creating, updating, and removing records using its API.

Sync Contacts from specific Constant Contact List(s) to NetSuite

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If done in Step 2 of the Set Up, hit next so that the configurations will be saved.

Step 3: Full Sync Add-On 

The Full Sync Add-On is applicable to CRM and eCommerce platforms and can be used in our trials and paid plans. The CRM must have List integration to be able to use Full Sync.

Read more about how the Full Sync Feature can automate your contact management today in our article here.

The Full Sync can be scheduled in Step 3 to Manual, Daily, or Weekly.

It allows you to keep your systems trued up with ease.

Step 4: Field Mapping  

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Field Mapping is optional. Basic fields such as Email Address, Name, Title, Address, Company Name, and Phone are already pre-mapped even if you haven’t enabled this Step. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up here.

Managing your Constant Contact field is super simple! Please see the link below for more information on how to do it:

Managing Constant Contact Custom Fields

Step 5: Filtering and Segmentation  

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This Step is one of our most powerful features ever used by most of our subscribers. For example, if you have thousands of records in NetSuite and you only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Lists.

See here for more information on how it works.

Filtering and Segmentation Guide

Check out this video on How Filtering and Segmentation Works:

Step 6: Sync Scheduling  

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Finally, the very last step. Just select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Additional Options and Features You May Want to Add to Your Constant Contact for NetSuite Integration

Unsubscribe opted-out Customers or Contacts in NetSuite from Constant Contact

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  • A record is considered to be opted out if its Global Subscription Status is either Soft Opt-Out or Confirmed Opt-Out.
  • If this option is not checked then opted-out Customers or Contacts are simply ignored (not synced to Constant Contact).
  • If this option is checked then in Constant Contact every record will be marked as Unsubscribed who is currently Soft-Opt Out in NetSuite on their Global Subscription Status. And each record will be removed from all Constant Contact Lists.

Sync deleted Contacts or Customers in NetSuite to Constant Contact

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  • If a Customer or Contact is deleted, SyncApps will remove the email address from the Constant Contact Main List. This feature will only take effect If using “All Contacts” under “Records to Sync” is selected.

New Subscriber Object Type 

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  • Please select what NetSuite object type to be created when a new record is created in Constant Contact.

Replace UTF-16 characters with blank

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  • Emojis and other special characters with UTF-16 encoding are not supported by the NetSuite API. Enabling this feature will replace those characters with a blank space during sync to avoid errors.

Use Email Address as Entity ID (Name) for new Contact or Customer

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  • By default, SyncApps will use First Name + Last Name for Contact Name and Company Name as Customer Name. If this option is checked SyncApps will use an email address instead.

Default Subsidiary (for NetSuite OneWorld user only)

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  • For NetSuite OneWorld users please enter the default subsidiary name for new Customer or Contact created by SyncApps, otherwise, Customer or Contact creation will fail.
  • In some cases, a subscriber will create a Set Up for each NetSuite Subsidiary that they want to integrate. To make sure that each Set Up syncs with its assigned Subsidiary please be sure to only use a NetSuite role with NetSuite Subsidiary access and also create a separate NetSuite role to reach NetSuite Subsidiaries assigned.
Note: Default subsidiary is only used for new record creation in NetSuite.

Constant Contact to NetSuite Flow

Want to remove records from your Constant Contact Lists when they no longer meet the segmentation criteria in Step 1 or Step 5 (Filtering and Segmentation) of the Set Up?
Select this feature

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  • By default, SyncApps will set opted-out status in NetSuite for unsubscribed emails to Soft Opt-Out. Please check this checkbox if you do not want unsubscribed emails status to be synced.
Note: To use this feature the Full Sync Add-On needs to be enabled in Step 3.

Do not sync unsubscribed emails status to NetSuite

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  • By default, SyncApps will set opted-out status in NetSuite for unsubscribed emails to Soft Opt-Out. Please check this checkbox if you do not want unsubscribed emails status to be synced.

Do not filter role email addresses 

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  • By default SyncApps does not allow invalid email addresses that contain these patterns as mostly they are system generated emails:
  • abuse@.*, .*admin@.*, all@.*, everyone@.*, ftp@.*, investorrelations@.*, jobs@.*, marketing@.*, media@.*, noc@.*, postmaster@.*, prime@.*, privacy@.*, remove@.*, request@.*, root@.*, sales@.*, security@.*, .*spam.*@.*, subscribe@.*, usenet@.*, users@.*, uucp@.*, webmaster@.*, www@.*, *@yahoogroups.com, *@googlegroups.com, noreply@.*, *@example.com
  • Need to sync these to your Marketing Automation Solution? enable this option.

Do not sync physical address data to Constant Contact

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  • If you do not need address data in Constant Contact, you can check this option.

Do not sync Company Name from NetSuite

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  • By default, SyncApps retrieve State Abbreviation. This option can be checked to retrieve the State name instead.

Do not sync new Contacts from Constant Contact to NetSuite (One-Way Sync)

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  • New Constant Contact records will not be synced to NetSuite. 

Retrieve State name instead of State Abbreviation

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  • By default, SyncApps retrieve State Abbreviation. This option can be checked to retrieve the State name instead.

Sync all active Contacts not just those in the specified Constant Contact Main List 

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  • By default, SyncApps only retrieves Contacts from the specified Main List. Please check this option if you want to sync all active Contacts.

Tap the Finish button and then Sync Now. 

THAT'S IT! YOU HAVE FINISHED SETTING UP YOUR INTEGRATION!

Need some help?

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