Synchronizing NetSuite Data to Act-On Contacts

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For seamless data synchronization between NetSuite and Act-On Contacts, establish a mapping of your data fields and configure the synchronization settings to ensure real-time data updates. If you are using Marketing Lists, click here.

NetSuite data fields will be mapped automatically in some cases, aligning with Act-On's Standard fields. However, for certain fields, the process may involve creating a custom field in Act-On.

First, make sure NetSuite is connected to Act-On.

Map Act-On Standard Fields

Act-On uses standard fields for efficient marketing automation tasks such as sending emails and SMS, as well as incorporating personalizations in messages. To ensure optimal results in segmentation, and other data-related activities are achieved you will want to employ these correctly.

  1. Using your Administrator account, sign in to Act-On.
  2. Go to Settings > Data Management > Contact Mapping tab.
  3. In Map CRM Fields to Act-On Standard Fields, NetSuite fields are on the left, and Act-On fields are on the right: 

Synchronizing NetSuite Data to Act-On Contacts 01.jpg

  1. The most commonly used fields have already been mapped. Review these to ensure accuracy.
  2. Delete any fields you don’t want to include in your Act-On Contacts by hovering over the field and clicking on the trash icon to the right.
  3. To include more Act-On Standard fields, scroll to the bottom of the mapped fields:
    • Find the first available Select Destination field on the right, and choose the extra field from the dropdown.
    • Pick the corresponding NetSuite field from the left column.
    • You must Map the NetSuite contact email field to the Act-On Contacts email address field
    • Add any Standard Fields used for scores or personalization in existing templates or emails.
    • For extra data in Act-On Contacts without a NetSuite equivalent, select the field on the right but leave it unmapped on the left. You don't have to map all Act-On Contacts fields to NetSuite.
  4. Click Save in the top banner.
When mapping standard fields, you must map the NetSuite contact field that contains the contact's email address to the E-mail Address Act-On Contacts field (as shown above).
Customers, Opportunities, and Employees in NetSuite are automatically linked, so there is no need to map Account ID, Owner ID, or other joined fields. NetSuite contacts receive External ID and Type (Contact vs. Lead) automatically.

Create & Map Custom Fields

If you need to add fields that are not available in the Act-On Standard fields drop-down, run through the following:

  1. Scroll down to the bottom of Map to Act-On Custom Fields.
  2. In the Destination Field box, enter a field name. This could be:
    • Standard NetSuite fields
    • Custom fields that you have created in NetSuite
    • Custom fields that you will use in Act-On only and not sync to NetSuite
    • Fields that come from another data source
  3. If you have a corresponding NetSuite field for Contacts, select it from the left column. If not, just leave the columns on Select Source.
  4. Lastly, select the appropriate Data Type for the field. This should match the field’s data type in NetSuite.
  5. Click Save in the top banner.
To view a sample of records in a NetSuite field, in the CRM Entities tab, click the record count bubble next to the Contacts entity.

Be sure to add any Custom Fields that are currently used to calculate scores or used in personalization in any existing templates or emails.

Set a Push Policy

The default policy enables a two-way sync between Act-On and NetSuite. If there's a change in NetSuite data, it is reflected in Act-On during the next sync. Conversely, changes in Act-On get pushed to NetSuite. Act-On contact data may change through user edits, List Maintenance, Automated Program updates, or Form submissions overwriting data in a field.

If you wish to change the default push policy or select individual fields that should not push updates to NetSuite, run through the following:

  1. Go to Settings > Data Management > Contact Mapping.
  2. In the CRM Data Sync Setting box, click Edit.
  3. In Default sync setting, select to allow or not allow Act-On to push data to NetSuite & click Save:

Synchronizing NetSuite Data to Act-On Contacts 02.png

  1. To change the push policy for an individual field, scroll down to Map CRM Fields to Act-On Standard Fields, and toggle the Allow Push option & click Save in the top banner. In the example below, Score and Email can be pushed to NetSuite, but Company can not:

Synchronizing NetSuite Data to Act-On Contacts 03.jpg

The Allow Push setting impacts updates to existing contacts only. When Act-On creates new contacts in NetSuite through a Form submit or an Automated Program, all mapped fields will be filled.

You can't toggle off Score fields, so if you don't want the score to push to NetSuite, remove the mapping.
  1. Once you’ve mapped your fields, click Save in the top banner.

Schedule Syncs Between Act-On & NetSuite

Setting this up will establish a sync schedule to maintain up-to-date data.

  1. Go to Settings > Data Management > Sync Schedule.
  2. Under Synchronization Schedule, schedule your recurring sync with NetSuite. Automatic is recommended.
  3. Click Save in the top banner.
  4. Click Sync Now to populate your Act-On Contacts list:

Synchronizing Salesforce Data to Act-On Contacts 02.png

The sync schedule you set determines how frequently Act-On updates contact data from NetSuite and sends scores and opt-out information to NetSuite. Other mapped data changes on contacts are immediately pushed by Act-On as they happen, independent of this schedule.

Act-On won't delete contacts in NetSuite, and it only adds new contacts to NetSuite if explicitly designated through the Push to CRM setting in Forms or a Create in CRM step in Automated Programs. Contacts deleted in NetSuite will be removed in Act-On during the next sync.

How Scheduled Syncs Work
Scheduled syncs are a full sync every two weeks (pulling and updating every record) and incremental syncs between these (pulling and updating only those records that have changed in the CRM).
A full sync will occur if a new field is added in data management.

Review Your Act-On Contact List

You should now see custom segments in Act-On, including one for All Act-On Contacts along with segments for the following NetSuite entities:

  • Affiliated with Leads
  • Affiliated with Prospects
  • Affiliated with Customers

To review these:

  1. Go to Contacts > All Contacts.
  2. In All Segments, use Search at the upper right.

See Find a Segment - Act-On Contacts for more information.

Next Steps

Congratulations! Your data is synchronized between NetSuite and Act-On Contacts.

Now that you have completed the integration, here is how you can access your Act-On data in NetSuite.

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