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ActiveCampaign for NetSuite Setup with Features Explained

Hello there! Thanks for stopping by to take a look at the way ActiveCampaign and NetSuite seamlessly integrate together.

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 Set Up where you want your NetSuite records to be synced).
  • Scheduling of a Set Up is available on Free Trial and Paid plans. (Step 6)

Let’s Get Started!

 

Setting up your Set Up (integration) is easy! 

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

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us!

Enjoy 4 Full Weeks to test out all your use cases using all our features and integration capabilities.

  • Sync 1 - 1,000,000+ Records between ActiveCampaign and NetSuite
  • Sync 1 - 1,000,000+ Opt-Outs or unsubscribes from ActiveCampaign to NetSuite's Global Subscription Status set to "Soft Opt-Out"
  • Sync 1 - 1,000,000+ Saved Searches or NetSuite Subscriptions to ActiveCampaign Lists, Tags
  • Integrate 1 - 1,000,000+ Marketing Metrics from ActiveCampaign back to NetSuite
  • NetSuite eCommerce data synced to ActiveCampaign for Campaign ROI analysis
  • 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)

Pre-Steps

 

Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to Set Ups and Once you’ve selected the Set Ups tab, tap the “Create Set Up” button.

Enter any designated name for your new Set Up as your identifier. Then in Sync Type, select NetSuite to ActiveCampaign.

Step 1: NetSuite  

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NetSuite Configuration

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.

What do you want to Sync?

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There are 3 options to choose from to determine which records from NetSuite sync to ActiveCampaign:

  • Sync All Contacts
    All Contacts will be synced to ActiveCampaign.
  • Sync Specific NetSuite Subscriptions
    Each selected NetSuite subscription will be synced to an ActiveCampaign Tag or List.
    For more information please visit our Knowledge Base
  • Sync Specific NetSuite Saved SearchesOnly records returned by the specified Saved Searches will be synced.

If the NetSuite Saved Search owner is not the user associated with the TBA token for SyncApps please update the NetSuite Saved Search owner or check the "Public" option in Saved Search.

Using NetSuite Saved Searches for Customer, Contact, or Transaction from NetSuite will expose fields in the Field Mapping step for each. More than one Saved Search can be specified. Supported NetSuite Saved Search record types are Contact, Customer, Transaction, Partner, and Vendor.

Custom Entity fields known as Contact's Company fields are now mappable for Contact Saved Searches. You may find your Contact's Company fields available for mapping over in Step 4.
Each NetSuite Saved Search will be synced to ActiveCampaign Tag or List.

If Saved Search criteria "Use Expressions" is checked then the criteria MUST be wrapped with an outermost parenthesis "(" and ")" because SyncApps will need to add one more last modified criteria. If wrapper parenthesis is not added then saved search could produce incorrect result especially if criteria contains OR logic.

For example: Name = "A" OR Name = "B" must be changed to ( Name = "A" OR Name = "B")SyncApps does not support NetSuite Summary Saved Searches. Please remove any summary result columns (Count, Sum, Average, etc) from the Saved Search prior to saving your Set Up.

If you get any permissions Error on Set Up or NetSuite Saved Search with the internal ID x does not exist, please go to the following URL to review the NetSuite User/Role permissions solution:Set up NetSuite Permissions here.

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.
  • 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.

More Options

Unsubscribe opted-out Customers or Contacts in NetSuite from ActiveCampaign 

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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 ActiveCampaign).
  • If this option is checked then in ActiveCampaign 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 ActiveCampaign Lists.

New Subscriber Object Type

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

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 email addresses 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.

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

Step 2: ActiveCampaign  

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ActiveCampaign Configuration

The Account API URL and API Key can be found by clicking My Settings and clicking on the Developer tab on the left side of the screen and looking at the API Access section.

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

Senders Information (Required)

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  • To create a List needed in ActiveCampaign please provide the following information.

Segmentation Method

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

More Options

Specify the default target List in ActiveCampaign 

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

Retrieve from a Specific List(s) in ActiveCampaign

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  • Are your contacts in ActiveCampaign on a list? If not please make sure they are and 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)

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

Need to update NetSuite if subscribers update their data in ActiveCampaign? Select this feature.

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  • This feature will enable the Webhooks feature where if you update the mapped fields from Activecampaign, we will also update the field in NetSuite as well. Be sure to map the fields in Step 4 of the integration Set Up.

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. Please check this checkbox if you do not want unsubscribed emails status to be synced.

After you have set the configuration in Step 2, hit the next button.

Step 3: Sync Add-Ons  

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

Check out this video on How Add-Ons work:

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

Check out this video on How Field Mapping Works:

Step 5: Filtering and Segmentation  

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This step is one of the most powerful features ever used by most of our subscribers. For example, you have thousands of records in NetSuite then you only want to pull out the records with specific criteria, only these records will be synced to your ActiveCampaign Main 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

Check out this video on How Scheduling Works:

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?

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Check out the options below on how you can 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.

FAQs

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