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Act-On Software

Setting Up Your NetSuite Connector

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

 

Act-On’s integration with the NetSuite CRM allows you to share contact information between your NetSuite and Act-On databases. The bidirectional relationship with NetSuite allows the marketing user to push and pull data to keep Act-On lists synchronized with the NetSuite database. Typically, this means pulling contact information (name, email, address, etc.) from NetSuite and pushing Act-On lead scores back to NetSuite to allow sales users to see their most engaged contacts from within the NetSu

Before starting the setup, make sure you have the following NetSuite user information:

  • NetSuite username
  • NetSuite password
  • NetSuite privileges for administrator/non-administrator

Administrator Privileges

The user who will be enabling the connector must be a NetSuite administrator or have the following privileges:

  • Lists
    • Contacts: Full
    • Customers: Full
    • Contact Roles: View
    • Employees: View
  • Setup
    • WebServices: Full
    • Custom Entity Fields: Edit
    • Custom Fields: Edit
    • Custom Lists: Edit
    • Customer Status: Full
  • Forms - Entity
    • Contact: All Enabled
    • Customer/Lead/Prospect: All Enabled

 Non-Administrator Privileges

Note: Netsuite requires an admin role to do the initial authentication between AO and Netsuite. Once the initial authentication succeeds with an admin role, the below applies.

If you do not want to use a user with administrator rights, or use the administrator role to connect Act-On with NetSuite CRM, the following permissions, at a minimum, must be granted to the user who will be enabling the connector:

  • Enable SuiteCloud
  • Enable (or confirm Enabled) Suite Sign On
  • Enable (or confirm Enabled) Server SuiteScript
  • Lists
  • Contacts: Full
  • Customers: Full
  • Contact Roles: View
  • Employees: View
  • Setup
  • WebServices: Full
  • Custom Entity Fields: Edit
  • Custom Fields: Edit
  • Custom Lists: Edit
  • Customer Status: Full
  • Forms: Entity
  • Contact: All Enabled
  • Customer/Lead/Prospect: All Enabled

Initiate the Connector

To initiate the connector, follow the steps below:

  • Click on Settings, and choose Connectors.
  • Under CRM, choose NetSuite.
  • Click the Connect button.
  • Fill in the NetSuite login, email address, and password, and click Connect.
  • The Role, Account ID and NetSuite Domain information will populate. Choose Administrator for role, unless you have created another role that has the proper permissions set (see above).
  • Click Login.

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