NetSuite Dotdigital Integration

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Client Portfolio  

One of our clients, a UK-based wine and distilled spirits wholesaler, needed a NetSuite Dotdigital integration. Dotdigital is an omni-channel marketing solution for B2B, B2C, and non-profit marketers. The client sought this integration after transitioning from Bronto, a Customer Relationship Management (CRM) tool.  

This case study highlights how the experts of Jobin & Jismi, met the client’s requirements by integrating Dotdigital with NetSuite, streamlining their marketing processes. 

Problem Statement

The client requested a two-way integration between Dotdigital and NetSuite. Their focus was to sync customer data and details efficiently. Additionally, the client needed to include email campaign preferences along with the customer sync for a more tailored marketing approach. 

What We Suggested

Our team of NetSuite integration experts at Jobin & Jismi proposed a customized solution using scheduled scripts and user events to facilitate the integration, as Dotdigital does not offer a direct integration app or plugin for NetSuite. We aimed to:  

• Syncing customer data between NetSuite and Dotdigital. 

• Order data sync from NetSuite to Dotdigital. 

• Historical data sync from NetSuite to Dotdigital.  

 Our team ensured that each customer’s unique Dotdigital ID was synced from Dotdigital to NetSuite using custom scripts.  

We also ensured that every customer record modification and new customer record entry in NetSuite would automatically sync with Dotdigital within 15 minutes, maintaining real-time data sync.  

We established a two-way customer sync that updates customer information in both systems consistently.  

Additionally, we configured a sales order sync, allowing NetSuite orders to appear in the “Insight Data” field of the corresponding Dotdigital customer account.  

Existing data was migrated from NetSuite to Dotdigital as a one-time setup. Any new transactions in NetSuite would automatically reflect in Dotdigital, ensuring smooth one-way synchronization.  

Challenges and Solution

Before the NetSuite-Dotdigital integration, our team took note of all possible error scenarios. We configured a solution that best fits all the requirements.  

One of the primary challenges was that real-time sync was not feasible as Dotdigital’s API fetches data based on given dates. This required our team to carefully time the data syncs in regular intervals between NetSuite and Dotdigital.  

We set up a system to regularly update NetSuite and Dotdigital. We came up with a scheduled synchronization system that updates customer and order data on both platforms at fixed intervals, ensuring accurate and timely data transfer. This solution allowed the client to continue managing marketing campaigns with confidence, knowing that both systems were synced.

Customer Success

The successful integration of Dotdigital with NetSuite allowed our client to streamline their marketing efforts and synchronize vital customer and order information across both platforms. This Dotdigital and NetSuite two-way integration enabled the client to run targeted email campaigns based on accurate, real-time customer data.

    • Seamless NetSuite Dotdigital sync for both customer and order data. 
    • Two-way access to NetSuite and Dotdigital.  
    • Real-time data updates, with changes in NetSuite reflected in Dotdigital within 15 minutes. 
    • Successful historical data migration.   
    • Changes that occur in NetSuite directly reflect in dot digital through real-time integration.  

Way Forward

With this successful integration, our client is now well-equipped to continue improving their marketing strategies. Moving forward, we recommend exploring additional customizations in NetSuite and Dotdigital to further enhance customer engagement and campaign effectiveness. 

Do you need assistance with NetSuite integration? Jobin & Jismi has the expertise to provide efficient and customized solutions. Contact us today to learn more!