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Use this checklist to install, configure, and manage your NetSuite integration and ensure that you’re set up for success.

NetSuite integration checklist

Learn about the NetSuite ERP integration for synchronising data between NetSuite and Marketing.

NetSuite integration overview

Learn about the behaviour of the NetSuite integration for each of the data types it syncs.

NetSuite integration behaviour

Configure your NetSuite environment to allow installation of the Dotdigital SuiteApp.

Install SuiteApp in NetSuite

Install NetSuite integration in Marketingand configure the settings.

Install NetSuite integration in Marketing

Set up synchronisation settings to ensure accurate data transfer between NetSuite and Marketing.

Configure sync settings

Initiate the data synchronization process to sync contacts, customer data, orders, and other relevant information.

Sync data with Netsuite

Learn how to check your NetSuite integration is set up and working correctly.

Verify your NetSuite integration

Configure NetSuite manually to allow use of the Dotdigital integration.

Manual NetSuite configuration

Delete different types of data from your NetSuite to Marketing integration.

Delete NetSuite data from Marketing

Gareth Burroughes

Bartlomiej Rekosiewicz

Laura Russell

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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