NetSuite Dotdigital Integration
Overview
One of our Britain-based clients is a wine and distilled spirits wholesaler. The firm wanted to integrate Dotdigital with NetSuite. Dotdigital is an omni-channel marketing marketing solution for B2B, B2C and non-profit marketers. They made the transition after snapping ties with Bronto, which is a Customer Relationship Management tool.
This case study describes how experts of Jobin & Jismi, met customer requirements by integrating Dot digital with NetSuite.
Requirements
The UK-based client wanted a two-way integration between Dot digital and NetSuite. They wished to sync customer and order data. Additionally, the customer sync should have the email campaign preference.
Steps Involved
The focus of the client was on:
1. Syncing customer data between NetSuite and Dot digital.
2. Syncing order data from NetSuite to Dot digital.
3. Syncing historical data from NetSuite to Dot digital.
Dot digital does not offer any direct integration app or plugins. So, the inclusion of scheduled scripts or user events was of use while integrating. Data migrated to Dotdigital offers methods for fetching contact details and transactional email details.
Our development team populates the unique Dotdigital ID of the customers from Dotdigital to NetSuite with scripts. These IDs are unique for each customer.
The integration reflects the creation of new customers in IDs from NetSuite to Dotdigital. NetSuite also reflects modifications in the data fields in Dotdigital within 15 minutes of the edit.
A two-way access ensures ‘customer to customer sync’ in NetSuite and Dotdigital. The system syncs customer data from NetSuite to Dot digital with the use of scripts.
The system reflects the sales order in NetSuite under the field Insight Data in the corresponding customer’s Dot digital account.
It transfers the existing data from NetSuite to Dot digital as a one-time setup. When there is a user update of a transaction on NetSuite, the system reflects in the Dot digital account. This is a one-way process
Challenges and Solution
Before integration, our development team took note of all possible error scenarios. They configured a solution that best fit all the requirements.
We were able to provide the client with the best solution that perfectly fits their unique business needs. Dotdigital included the customer details, transaction data and the old records.
Developers cannot be part of the sync in real time as the API can fetch based on a given date. Therefore, the system does the data sync from Dot digital to NetSuite in regular intervals.
Results
The NetSuite integration with Dot digital is successful. Our client now enjoys the benefits of the integration.
The key elements in the NetSuite-Dot digital integration are:
• Customer details sync at regular intervals.
• Two-way access to NetSuite and dot digital
• Sync of order data and older records.
• Changes that occur in NetSuite directly reflect in dot digital through real-time integration.
If you need help with NetSuite integration, Jobin & Jismi has the expertise with efficient integration. Contact us at contactus@jobinandjismi.com to learn more about our NetSuite integration services.
