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ActiveCampaign with NetSuite Integration

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Major Features

  • Sync NetSuite Companies, Contacts, Leads, and Prospects to ActiveCampaign
  • Option to sync records from NetSuite to specific ActiveCampaign List(s)
  • Filter and sync only those records that meet specific criteria from CRM or vice-versa
  • Opt-outs managed automatically between NetSuite and ActiveCampaign
  • Custom field mapping between both systems
  • Sync Campaigns and Campaign Responses from ActiveCampaign to NetSuite
  • NetSuite supported Saved Search record types: Contact, Customer, Employee, Partner, Transaction, and Vendor Saved Search(es) synced to ActiveCampaign

Here are other features for this integration as well:

  • Create an ActiveCampaign List for every Saved Search synced from NetSuite. NetSuite always takes higher precedence over ActiveCampaign. Any Contact changes in NetSuite will always be synced to ActiveCampaign.
  • Contact and Lead data are synced from ActiveCampaign only if the email address doesn't exist in NetSuite at the time of syncing or Update Field Mapping is enabled.

Setting up an Integration with NetSuite to ActiveCampaign

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

Check out some key documentation for ActiveCampaign for NetSuite integration:

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

  • Make sure that your NetSuite Roles/Permissions and Authentication (2FA is suggested) are set.
  • Create a test Saved Search, Subscription, or records for testing purposes.
  • Create a test ActiveCampaign default list (this test default list will be selected in Step 2 of the Sync Profile where you want your NetSuite records to be synced).
  • 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 ActiveCampaign.

Step 1: NetSuite

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Enter your NetSuite account credentials such as your Account ID, Username, Password, and Application ID, since we're using the "Username and Password" Authentication type. If you're using Token-Based Authentication, please see the article below on how to do it:

How to Setup NetSuite Token-Based Authentication as Authentication Type

The NetSuite Sandbox is a test account type that uses testing records. This option won't 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.

Records to Sync

Select "Records to Sync". Available 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 select "All Contacts" as the "Records to Sync", all the Contact type records in your NetSuite database will be synced to ActiveCampaign.

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 will capture data for 30 days after a campaign is initiated.

    Email Marketing Campaign metrics land on the custom subtab in 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 ActiveCampaign.

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 users only)

  • 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 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 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: ActiveCampaign

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Account API URL 

  • The Account API URL can be found by clicking My Settings and then the Developer tab on the left side of the screen and look on the API Access section.

API Key

  • The API Key can be found by clicking My Settings and then the Developer tab on the left side of the screen and look on the API Access section.

Segmentation Method

  • Auto creates Lists or Tags or both into your ActiveCampaign account from your CRM software.

Specify the default target List in ActiveCampaign

  • Please select a default List in ActiveCampaign to sync your records from CRM into. If none is selected, then Contacts will just sync without being added to any List in ActiveCampaign.

Retrieve from a Specific List(s) in Active Campaign

  • Are your contacts in ActiveCampaign on a list? If not, please make sure that they are, and then select the List(s) you are syncing back to CRM. If no list is selected, then SyncApps will retrieve all Contacts from ActiveCampaign List(s).

Do not sync new ActiveCampaign subscribers to NetSuite (One-Way Sync)

  • If you don't want new records from ActiveCampaign to be synced to NetSuite, then enable this option. Otherwise, you may leave it unchecked.

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? Give us a shout out today!

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

Generic Field Mapping Guide

Step 5: Filtering and Segmentation

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This step is one of our most powerful features that's frequently used by our subscribers. If you have thousands of records in your CRM and only want to pull out the records with specific criteria, Filtering and Segmentation ensure that only these records will be synced to your ActiveCampaign List. 

See here for more information on how it works.

Filtering and Segmentation Guide

Step 6: Sync Scheduling

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Finally, the very last step. Just select the time you would like your data to sync 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 are on a scheduled basis.

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.  Determining the problem 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.

Be sure to check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year integrating NetSuite.

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FAQs

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

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