Although NetSuite is known for its great Marketing and CRM tools, many businesses are used to creating their email blasts and campaigns with MailChimp.
MailChimp is an email marketing tool used to create, send and track email campaigns. It is extremely easy to use and it provides a wealth of great email templates that will look professional in almost any email client.
Cazoomi is a third party cloud solution provider that is now providing an integration/synchronization between NetSuite and MailChimp. Syncapps, by Cazoomi, is the solution that allows you to sync your Contacts, Leads or Customers in NetSuite with your MailChimp Campaign lists.
The following article explains how to set up and configure your MailChimp account with SyncApps.
Click on your Sync Profile Link in the first ‘Profile Name' column. If you don't have a profile yet, set it up by clicking on the [Create a New Sync Profile] button.
Once in the Sync record, click [Edit] then the [Next] button.
Note: When you are creating a new sync you will need to choose a 'Sync Type', see the image below.
Warning: When you are editing your profile, make sure you Click on [Save] after every step as Cazoomi does not do a great job of saving you selections as you move to subsequent steps.
Hit next and follow the 4 steps below.
Step 1 - NetSuite Configuration
Please enter the following information::
Username: Enter your NetSuite Username
Password: Your NetSuite Password
Account ID: Your NetSuite Account ID.
Here is how you can get to this information:
Login to your NetSuite as an Administrator
Navigate to Setup >> Integration >> Web Services Preferences
You will find your Account ID on this screen
Use NetSuite Sandbox Account: Check only if you are testing this setup with NetSuite’s Sandbox Account.
Use NetSuite Saved Search: Check this check-box as it will give you control of what you are syncing with MailChimp.
In NetSuite you will have to create a Saved Search : List >> Search >> Saved Searches >> New : Customer
Once your Saved Search is completed, make sure you note its 'Internal ID'. This can be found by running the search and locating the search’s ID parameter in the address bar.
Next step is to type in the Internal ID you just located, select 'Customer' in the 'Type' dropdown and finally add a Mailchimp group name if available. MailChimp groups are similar to NetSuite’s 'Subscriptions'. For more information on how to set them up in MailChimp please see this page:
Sync Email Marketing Data: Check this check-box as it will allow you to transfer marketing campaign statistics from MailChimp to NetSuite.
New Subscriber Object Type: I selected a 'Lead', which means that should I have more contacts in my MailChimp list than in NetSuite, these will be imported (synced with) to NetSuite as Leads.
Default Subsidiary: If you have a One World Account, here you would enter the name of your Sub.
Step 2 - MailChimp Setup
Please enter the following information:
API Key: Copy and paste the API key you generated in the first (MailChimp) part of this article (step 4).
Sync Master List: Copy and paste the Mailchimp List you created in the first part of this article
Group Title to Use: Optional, if you setup a group in MailChimp, here you can specify the group’s title.
Do not sync unsubscribed status to NetSuite: I left this unchecked since I want this status to sync with NetSuite.
Do not sync new MailChimp subscribers to NetSuite: I unchecked this check-box, as I want to create new Leads if they are not already in NetSuite.
Step 3 - Sync Add-ons
Skip this step as it's not relevant to this integration.
Step 4 - Field Mapping
Please enter the following information:
Enable Additional Field Mappings: Check this box.
NetSuite Fields: Locate the field from your Saved Search (Step 1)
MailChimp Fields: Locate a relevant MailChimp field
Mapping Direction: I selected 'Both' you have 3 options:
NS to MailChimp
MailChimp to NS
Click on the [Add Mapping] button
Redo all the above steps until you complete the mapping with all your MailChimp fields.
Once you have completed the mapping click on the [Finish] button.
Step 5 -Syncing
In the 'Actions' section click on the [Sync Now] button.
The syncing process will run for few minutes depending on how many records are being synced.
Once completed, you will see the following message and you will be able to download relevant sync reports:
Step 6 - Validate the Information in MailChimp
In MailChimp, go to your list, click on 'Stats' dropdown to the right
Select ‘Manage Subscribers’
Click on Groups, To the right click on the [View Groups] button
If the sync was a success, you should be able to see new subscribers to your group.
Click on the 'subscribers' link to see the detailed information and possible errors.
In my example, most of my leads don't have First and Last Names, so I will have to cleanup my leads in NetSuite.
I hope this article was helpful and it will get you going with NetSuite’s Marketing Integration with MailChimp. Should you have any questions, discoveries and helpful tips, please do not hesitate to contact me.
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