Connecting NetSuite to Act-On

Connecting your NetSuite CRM and Act-On facilitates seamless data mapping and synchronization. Enabling you to import data from NetSuite, send leads from Act-On, and maintain synchronization.

This integration serves as a fundamental component for many of your marketing automation tasks.

To set up the connection you'll need to be logged in as an Administrator in both NetSuite and Act-On.

Start in NetSuite 

Get Your NetSuite Account ID & Enable Token-based Authentication

1. Sign into your NetSuite account as a user with Administrator access.
2. Make a note of your NetSuite account ID in a Word/Google doc. This can be found at the beginning of the NetSuite URL.
   • For example, if the URL is https://1234567.app.netsuite.com/
     your account ID is 1234567.
3. Go to Setup > Company > Enable Features > SuiteCloud.
4. Check the box next to the following features to enable:
   
   • SuiteScript:
     - Client SuiteScript
     - Server SuiteScript
   • SuiteTalk:
     - Soap Web Services
   • Manage Authentication:
     - SuiteSignOn
     - Token-Based Authentication
5. Click Save.

Create an Act-On Integration in NetSuite

Next, we'll create a new integration record in NetSuite that Act-On will use to connect.

1. Under Setup, navigate to Integration > Manage Integrations > New.
2. Enter "Act-On" as the integration Name.
3. Set State to Enabled.
4. In the Authentication section, select both Token-Based Authentication and User Credentials.
5. Click Save
6. Copy the Consumer Key & Consumer Secret into your Word/Google doc; these will only appear one time.

Create an Access Role in NetSuite

If your NetSuite environment already has an appropriate role then you can skip this step. If not then follow the steps below to create a new role. (If you're not sure then it's generally just easier to create a new one!)

1. Under Setup, navigate to Users/Roles > Manage Roles > New Role.
2. Enter "Act-On Integration" as the name of the new role.
3. The minimum permissions required for a NetSuite role connecting to Act-On are:
   
   • General > Employee Restrictions: None - no default
   • Subsidiary Restrictions > Accessible Subsidiaries: (enable) All:
     
     
   • Permissions tab > Lists sub-tab
     • Accounts: Full
     • Classes: Full
     • Companies: Full
     • Contact Roles: Full
     • Contacts: Full
     • Custom Record Entries: Full
     • Customer Profile: Full
     • Customers: Full
     • Employee Records: View
     • Employees: View
     • Marketing Campaigns: Full
     • Notes Tab: Full
     • Subsidiaries: Full (if applicable)
     • Track Messages: Full
   • Permissions tab > Setup sub-tab
     • Accounting Lists: Full
     • CRM Lists: Full
     • Company Information: Full
     • Custom Entity Fields: Full
     • Custom Fields: Full
     • Custom Lists: Full
     • Custom Record Types: Full
     • Customer Status: Full
     • Deleted Records: Full
     • User Access Tokens
     • WebServices: Full
   • Forms tab > Entity sub-tab
     • Enable all Contact & Customer/Lead/Prospect Types by checking the boxes:
       
       
   In NetSuite, permissions will vary based on department, subsidiary, role, and other settings that may have been customized for your account. If you are experiencing permissions errors with specific fields, records, or data types please contact your NetSuite Administrator for assistance.
4. Click Save.

Create a NetSuite Integration User & Assign the Access Role

While any NetSuite user can be used, it is a best practice to create a new user in NetSuite that is only used by Act-On. If you decide to use an existing user you can skip this step.

1. Under Lists, navigate to Employees > Employees > New.
2. In Primary Information, select a Custom Form from the list and enter the Name "Act-On Integration" for the user.
3. In Email, enter an email address for the user.
4. In Classification, select a Subsidiary from the list.
5. Under Access, select Give Access, and assign a password in line with your organization's password policy.
6. In Roles, select the "Act-On Integration" role you created earlier
7. Click Add.
8. Click Save.

Create Access Tokens in NetSuite

1. Under Setup, navigate to Users/Roles > Access Tokens > New Access Token.
2. Select the Primary Information:
   
   • Application Name: Act-On
   • User: Act-On Integration
   • Role: Act-On Integration
   • The Token Name auto-populates.
3. Click Save.
4. A Token ID and Token Secret are displayed. Copy these into your Word/Google doc.

(Optional) Create a Lead Score Field in NetSuite

If you plan to push the Act-On Lead Score for contacts to NetSuite in your integration, create a field in your NetSuite account for this data to push to. Otherwise, you can skip this step.

1. Under Customization, navigate to Lists, Records, & Fields > Entity Fields > New.
2. For Label, enter "Act-On Lead Score".
3. For Type, select Free-Form Text (do not use Integer Number).
4. In the Applies to tab, select Contact.
5. In the Display tab, choose a location to display the field in NetSuite.
6. Leave both Validation & Defaulting and Sourcing & Filtering blank.
7. In the Access tab:
   • Set Default Access Level as "View"
   • Add the Role "Act-On Integration" with the following settings:
     - Access Level: Edit
     - Level for Search/Reporting: Run
   • Click Add.
8. Leave Translation blank.
9. At the bottom of the page, click Save.

Connect Act-On to NetSuite

With everything set up in NetSuite, we'll go to Act-On and complete the connection.

1. Sign in to your Act-On account as an Administrator
2. Go to Settings > Connectors > CRM > NetSuite.
3. Click Connect.
4. Enter the credentials from your Word/Google doc:
   • NetSuite account ID
   • Token ID
   • Token Secret
   • Consumer Key
   • Consumer Secret
5. Click Login.
6. A successful connection shows as:

7. Select Status for new companies from the drop-down.
   The status list is from your Netsuite account, offering standard or customized options for your organization's new leads. If uncertain, select a status now and come back later to update.

Next Steps

Congratulations! Your NetSuite and Act-On connection is complete.

Now, you may proceed to sync your NetSuite CRM data with Act-On:

• For Act-On accounts using Act-On Contacts follow these instructions: 
  Sync NetSuite Data to Act-On Contacts
  
  
• For older Act-On accounts or if you have decided to use Marketing Lists follow these instructions:
  Sync NetSuite Data to Marketing Lists