NetSuite Dotdigital Integration
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Our client is a UK-based wholesaler of wine and distilled spirits. They needed NetSuite Dotdigital integration. Dotdigital is an omni-channel marketing solution designed specifically for B2B, B2C, and not-for-profit marketers.
The client sought this integration after transitioning from Bronto, a Customer Relationship Management (CRM) tool. They requested the integration of Dotdigital with NetSuite to allow a smooth marketing operation.
Read on this case study to find out how our team of experts met the requirements of our client.
Problem Statement
The client required a two-way integration between Dotdigital and NetSuite. Their focus was to sync customer data and details efficiently. They also required synchronization of email campaign preferences along with the customer sync for a more tailored marketing approach.
What We Suggested
As Dotdigital does not offer a direct integration app or plugin for NetSuite, our team of NetSuite integration experts came up with a customized solution using scheduled scripts and user events. With this solution, we aimed to:
• Sync customer data between NetSuite and Dotdigital.
• Order data sync from NetSuite to Dotdigital.
• Historical data sync from NetSuite to Dotdigital.
Our team ensured that each customer’s unique Dotdigital ID was synced from Dotdigital to NetSuite using custom scripts.
Every customer record modification and new customer record entry in NetSuite would automatically sync with Dotdigital within 15 minutes, maintaining real-time data sync. We implemented two-way synchronization that updates customer information in both systems consistently.
Additionally, we configured a sales order sync, allowing NetSuite orders to appear in the “Insight Data” field of the corresponding Dotdigital customer account.
We migrated all the historical data from NetSuite to Dotdigital via a one-time process. Any new transactions in NetSuite would automatically reflect in Dotdigital, ensuring smooth one-way synchronization.
Challenges and Solution
Before the NetSuite-Dotdigital integration, our team took note of all possible error scenarios. We configured solutions that best fit all the requirements.
One major problem was that real-time synchronization was not feasible as Dotdigital’s API fetches data based only on given dates. This required our team to carefully time the data syncs in regular intervals between NetSuite and Dotdigital.
We set up a system to regularly update NetSuite and Dotdigital. We designed a scheduled synchronization system for updating customer and order data on both platforms at fixed intervals. This ensures continuous and timely data transfer between NetSuite and Dotdigital. Thus, our client could continue managing marketing campaigns with confidence, knowing that both systems were synced.
Customer Success
The successful integration of Dotdigital with NetSuite allowed our client to streamline their marketing efforts and synchronize vital customer and order information across both platforms. This Dotdigital and NetSuite two-way integration enabled the client to run targeted email campaigns based on accurate, real-time customer data.
- Seamless NetSuite Dotdigital sync for both customer and order data.
- Two-way access to NetSuite and Dotdigital.
- Real-time data updates, with changes in NetSuite reflected in Dotdigital within 15 minutes.
- Successful historical data migration.
- Changes that occur in NetSuite directly reflect in dot digital through real-time integration.
Way Forward
With this successful integration, our client is now well-equipped to continue improving their marketing strategies. Moving forward, we recommend exploring additional customizations in NetSuite and Dotdigital to further enhance customer engagement and campaign effectiveness.
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