Netsuite Data Sync Quick Start Guide

This guide will introduce you to multiple elements of Netsuite:

The first step is to create a saved search. To create a saved search follow the steps below:

1. Click on the CommuniGator tab
2. Select CommuniGator Categories
3. Hover over Saved Searches and select New
4. In New Saved Search, select the search type. Typically you will be querying the contacts.

1. Enter in the name of the Saved Search, this is what you will filter for inside of GatorMail
2. Click on the drop down and select the fields that you would like to filter by
3. When you select the field you would like to query, a pop up will open where you can then enter/select the values you would like to use dependent on the field type.

 

4. Click on the drop down next to save and select the option Save & Run

The above screenshot shows you how you can view the contacts that meet the Saved Search criteria

Data Sync

Log into your CommuniGator account and access the GatorMail product

1. Click on the Tools Tab
2. Select Data Sync

Changing Connector State

1. Click on the View Connectors button
2. Select the Connector in your account

In the majority of cases you will only have access to one connector. The connector is the CRM system that you are connected to.

3. Click the button Change State

4. Click on the drop down and change the state to Disabled
5. Click on the Change State button

Connecting to the CRM

1. Click on the Create Sync (the sync is where we select the Saved Search that we would like to use)

1. Enter in the name of the what you would like to call the Sync
2. Select the frequency that you would like the Data Sync to run, the sync will update new contacts that meet the Saved Search criteria on this frequency
3. Create New - If on the drop down of the schedule you do not find a suitable wait period you have the ability to create your own wait period
4. Add to Group - If this checkbox is ticked, the data will be added to a group inside of GatorMail. If unticked the data will be passed into GatorMail
5. If add to a group is ticked, you have the ability to tick the option Remove From Group. This means when a contact is removed from the Saved Search inside of Netsuite, they will be taken out of the group inside of GatorMail
6. Group - Click on the drop down to select the group that you would like the data to pass into. If left blank it will take name of the Sync (Step 1)
7. Select the Data tab

1. Either enter in the name of the Saved Search, or click on the drop down to select the Saved Search you would like to use
2. Click on the Mappings Tab

The mappings enable you to select the fields that pass over from Netsuite to CommuniGator. By bringing over the fields it enables you to personalise your email, apply dynamic content blocks, and use the group manager to segment your data.

1. Select the Source Field (this is the name of the field inside of Netsuite)
2. Select the GatorMail field
3. Sync Direction - If there are two arrows it means the information will overwrite CRM. If there is one arrow the information will just pass from Netsuite but will not overwrite the information from GatorMail back to Netsuite
4. Click Add Mapping, once the mapping has been added for any future syncs they will automatically be added

1. Click on the Save Button
2. Click on the Change State button

3. Click on the drop down and change the Sync State to Enabled, then click Change State

4. Click on the Go to Connector button

5. Click on the Change State button within the connector

6. Click on the drop down and change the State of the Connector to Enabled, then click on the Change State Button

7. Click on the Close button to close the connector

Once you click on the close button it will redirect you to the Sync list where you can view the Syncs that have been set up. If you set up the Sync to pass into a group inside of CommuniGator you will then attach the group to your campaign inside of the GatorMail Campaign.