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NetSuite to Constant Contact Setup with Features Explained

Hello! Are you new to SyncApps? Do you need to know how to put all the pieces together?

We’re here to help! We’ve crafted this article for you to help you understand how SyncApps works with your Constant Contact for NetSuite integration.

Before starting, take a look at our basic integration setup, as explained here:

Check out some key documentation for Constant Contact for NetSuite integration:

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

Let’s get started!

Setting up your Sync Profile

Setting up your Sync Profile (integration) is super simple! If you are looking for a Quick Setup Guided Tour for NetSuite, see this video here.

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us! Enjoy 4 Full Weeks of our real-time, Enterprise plan integration.

  • Unlimited Records sync between the software you connect
  • Unlimited Opt-Out sync from your Marketing Automation solution
  • Unlimited Campaigns/Marketing List/Tags/List Views/Saved Searches sync
  • Unlimited Campaigns from your Marketing Automation solution of choice
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is available on Free Trial and Paid plans (Step 6)

Pre-Steps

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Once you’ve tapped the Sync Profiles tab, tap the “Create Sync Profile” button.

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Enter any designated name for your new Sync Profile as your identifier. Then in Sync Type, select NetSuite to Constant Contact. 

Step 1: NetSuite

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Enter your NetSuite account credentials such as your Account ID, Username, Password, and Application ID since we used the "Username and Password" for Authentication type.

If you're using Token-Based Authentication here's the link on how to set it up:

How to Setup NetSuite Token Based Authentication as Authentication Type

The NetSuite Sandbox is a test account type. 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.

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

You can only use 1 "Records to Sync" per Sync Profile. For example, if you’ll 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.

Remove opted-out Customers or Contacts in NetSuite from Constant Contact.

  • Record is considered to be opted out if its Global Subscription Status is either Soft Opt-Out or Confirmed Opt-Out. Once this option is enabled, the opted out record in NetSuite will remove the record in the Constant Contact List.

    If this option is not checked, then opted-out Customers or Contacts are ignored (not synced to Constant Contact).

Sync deleted Contacts or Customers in NetSuite to Constant Contact

Below are more options based on your requirements. Tap the plus (+) icon to view the options.

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Sync Email Marketing Data

  • 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.

    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. Please see here for more details.

Replace UTF-16 characters with blank

  • 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.

New Subscriber Object Type

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

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

  • 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 the email address instead.

Default Subsidiary (for NetSuite OneWorld user only)

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

         Note: Default subsidiary is only used for new record creation in NetSuite.

After you have set the configuration in Step 1, hit the next button.

Step 2: Constant Contact

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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 the name of your Master List.

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

During the sync process, a new list with the specified name will be created in Constant Contact. Yet, you can still use the names of your existing lists in Constant Contact, if there are. Note that if you are to name the Master List the same name as an existing Constant Contact List, make sure to match the spelling 100% so as to not create a new list in Constant Contact but to marry to the existing one.

When adding new subscribers to any Constant Contact List, please note that only those in your "Master 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 a Master List because Constant Contact needs it in creating, updating, and removing records using its API.

For more options, tap the plus (+) icon. If you want to learn more about the features, hover over to the SyncNotes tooltips (i).

MORE OPTIONS

Do not sync unsubscribed emails status to NetSuite
  • By default, SyncApps will set opted-out status in NetSuite for unsubscribed emails. Please check this checkbox if you do not want unsubscribed emails status to be synced.
Do not sync physical address data to Constant Contact
  • If you do not need address data in Constant Contact, you can check this option.
Retrieve state name instead of state code
  • By default, SyncApps retrieves state code. This option can be checked to retrieve state name instead.

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

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

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

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

Step 3: Sync Add-Ons

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Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Sync Profile may depend on which Plan and integration you select.

Want to know which Sync Add-On fits your requirement? Ask us today!

Step 4: Add-Ons

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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. If you have additional fields to map, then you’ll have to set up these fields here.

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

Managing Constant Contact Custom Fields

Generic Field Mapping Guide

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 your CRM and you only want to pull out the records with specific criteria, only these records will be synced to your Constant Contact Master List.

See here for more information on how it works.

Filtering and Segmentation Guide

Step 6: Sync Scheduling

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This is the last step. Just select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Tap the Finish button and then Sync Now. More questions or hit any snags? You can always reach out to our 24/7 Support Team.

Need some help?

Check out your options below to contact our Support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled

Why We Don't Have Instant Phone Support

SyncApps limits support to online means due to a few reasons. One of the main reasons is that integration issues can range from super easy to off-the-charts hard to solve.  Deciding which type via phone or chat is tricky, as we'll need detailed information up front in case we have to involve multiple teams in getting you the answers you need.

This process is not ideal for phone support.

  • Online support and scheduled phone calls help keep SyncApps priced for small businesses, nonprofits, to even large enterprises, and keeps our Engineers busy building and maintaining the best iPaaS features for subscribers just like you.
  • Online support also helps our multiple teams, from Engineering to Tier I, II & III Support, get the details needed to solve a given integration issue. Depending on the severity of the problem, our team will get you to the right resources like Help Desk articles and How-To videos, or schedule a call to get your integration questions or problems addressed so that your organization doesn't miss a beat integrating your data.
  • Instant Chat Support is evaluated on a case-by-case basis and can be turned on by our support teams when needed for anyone needing instant answers while running an integration.

Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!

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FAQs

Check out these Help Desk articles for answers to frequently asked questions.

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