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Did you know that the number of separate Sync Profiles is equivalent to the number of unique Mindbody (MBO) Studio IDs you have in terms of integration? 

Not the number of locations in Mindbody.

Let's take a look at the way it works with Pure Barre Studios:

If your business happens to have multiple locations utilizing separate Studio IDs from Mindbody like Pure Barre Studios that you would want to sync to Infusionsoft by Keap, then you will just need to create separate Sync Profiles for each Studio ID. If QuickBooks Online then a Separate SyncApps account is needed for Intuit API certification rules.

So for instance, since you will be on our real-time Enterprise plan integration with, let’s say 40 Mindbody locations, you have set up 2 in the above example and will need to set up 38 more Sync Profiles for them set up in the exact same way if using Infusionsoft by Keap.

Should take 5 minutes to set up each integration for each separate Mindbody Studio ID.

However, if you're just intending on syncing "Locations" in Mindbody this is optional so if it is not specified in Step 1 then SyncApps will retrieve data from all of your locations within the Mindbody site.

If you have recently added a new location which has it's own location on your Mindbody account and would like to set up similar syncing between that location on Mindbody and it's own Infusionsoft account you can set that up using the Location to Sync feature and in Step 2 use the unique Infusionsoft account needed to integrate to.

If multiple QuickBooks Online instances need to be integrated to Mindbody Studio(s) then separate SyncApps account(s) are needed for Intuit API certification rules. 

Reach out to our team for any help in this setup.

We've found that over time this should save your business 2 hours per month per location.

Feel free to drop our Support a note here if you hit any snags during the setup process.

Want to use NetSuite Transactional Saved Searches to Mailchimp Groups, Constant Contact Lists, Klaviyo, or even Infusionsoft by Keap or Drip Tags, so that you can target customers who have purchased before, based on price point, a varietal of product, region, etc?

Let's go thru one example below:

In Step 1 of your integration choosing a NetSuite Saved Search is easy to do:

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Whether you are integrating Customers, Contacts, Employees, Vendors or Transactions.

This example is a Transaction Saved Search.

This can be useful to bring over to your Marketing Automation Solution those records to market to which have a higher transaction value, buying patterns and other key indicators for your business.

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Mailchimp Groups:

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Constant Contact Lists:

Easily upload your current email list to your Constant Contact account

Drip Tags:

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Infusionsoft Tags:

infusionsoft tag strategy

 

Get started on your Marketing Automation integration to NetSuite today.

NOTE:

Using NetSuite Saved Searches for Customer, Contact Employee, Vendor, or Transaction from NetSuite will expose fields in the Field Mapping step for each. More than one Saved Search can be specified. NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction. 

  • Each NetSuite Saved Search will be synced to a Mailchimp Group within the specified Audience and Group Category.
  • Each NetSuite Saved Search will be synced to an Infusionsoft Tag.
  • Each NetSuite Saved Search will be synced to a Drip Tag.
  • Each NetSuite Saved Search will be synced to an Infusionsoft Tag.

Hey, there!

Are you wondering how Infusionsoft by Keap will know that a certain purchase, an appointment was made in Mindbody so your customer marketing automation can take over?

Well, good news as this is a cool Add-On feature inside the integration!  

The Segmentation By Product & Service Add-On will allow every product sale in Mindbody to auto-create a tag in Infusionsoft of the same name.

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What this means is that every time your Mindbody Clients purchase a product, class or make an appointment a Tag is created in Infusionsoft for your automation to take over.

USE CASES:

  1. When a client buys a specific class (yoga 101), apply the Tag of the same class name in Infusionsoft
  2. When a client buys a specific product, apply product name Tag in Infusionsoft.
  3. When a client books an appointment, apply the Tag of the appointment name in Infusionsoft

Need to just select specific Mindbody products or services which will auto-create Infusionsoft tags? Here's what you can do:

Field Mapping Details:  Exact names of the fields we are mapping within Mindbody:

  • Product Name
  • Original Product Id
  • Product Id
  • Payment Amount
  • Discount
  • Tax
  • Revenue Category Id
  • Revenue Category Name
  • Customer External ID
  • Payment Methods
  • First Payment MethodId
  • Location
  • Location ID
  • First Appointment Date
  • Last Visit Date
  • First Visit Date
  • Last Purchase Date
  • Last Purchase Product Name
  • Home Location
  • Last Teacher
  • Referred By
  • Last Class Pass Name
  • Last Class Pass Expired
  • Last Class Pass Remaining
  • Last Status Change

For syncing Tags, on every time the integration runs to check the Scheduling tab.

Try it out in your Mindbody for Infusionsoft by Keap Sync Profile today to get your Marketing Automation rolling again!

Available in all trials and as an Add-On in paid plans.

 

 

 

Hello there! Thanks for stopping by to take a look at the way ActiveCampaign and NetSuite seamlessly integrate together.

Before starting, take a look at our basic integration setup, as explained here:

Check out some key documentation for ActiveCampaign for NetSuite integration:

Before setting up the integration, here are some important integration points:

  • Make sure that your NetSuite Roles/Permissions and Authentication (2FA is suggested) are set.
  • Create a test Saved Search, Subscription, or records for testing purposes.
  • Create a test ActiveCampaign default list (this test default list will be selected in Step 2 of the Set Up where you want your NetSuite records to be synced).
  • Scheduling of a Set Up is available on Free Trial and Paid plans. (Step 6)

Let’s Get Started!

 

Setting up your Set Up (integration) is easy! 

See the video below on how to set up ActiveCampaign for NetSuite.

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us!

Enjoy 4 Full Weeks to test out all your use cases using all our features and integration capabilities.

  • Sync 1 - 1,000,000+ Records between ActiveCampaign and NetSuite
  • Sync 1 - 1,000,000+ Opt-Outs or unsubscribes from ActiveCampaign to NetSuite's Global Subscription Status set to "Soft Opt-Out"
  • Sync 1 - 1,000,000+ Saved Searches or NetSuite Subscriptions to ActiveCampaign Lists, Tags
  • Integrate 1 - 1,000,000+ Marketing Metrics from ActiveCampaign back to NetSuite
  • NetSuite eCommerce data synced to ActiveCampaign for Campaign ROI analysis
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Set Up is available on Free Trial and Paid plans (Step 6)

Pre-Steps

 

Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to Set Ups and Once you’ve selected the Set Ups tab, tap the “Create Set Up” button.

Enter any designated name for your new Set Up as your identifier. Then in Sync Type, select NetSuite to ActiveCampaign.

Step 1: NetSuite  

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NetSuite Configuration

Enter your NetSuite account credentials such as your Account ID, Username, Password, and Application ID, since we're using the "Username and Password" Authentication type. If you're using Token-Based Authentication, please see the article below on how to do it:

How to Setup NetSuite Token-Based Authentication as Authentication Type

The NetSuite Sandbox is a test account type that uses testing records. This option won't affect your live or production records when syncing. If you are testing records or requirements, and want your production records to remain unaltered, enable this option.

What do you want to Sync?

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There are 3 options to choose from to determine which records from NetSuite sync to ActiveCampaign:

  • Sync All Contacts
    All Contacts will be synced to ActiveCampaign.
  • Sync Specific NetSuite Subscriptions
    Each selected NetSuite subscription will be synced to an ActiveCampaign Tag or List.
    For more information please visit our Knowledge Base
  • Sync Specific NetSuite Saved SearchesOnly records returned by the specified Saved Searches will be synced.

If the NetSuite Saved Search owner is not the user associated with the TBA token for SyncApps please update the NetSuite Saved Search owner or check the "Public" option in Saved Search.

Using NetSuite Saved Searches for Customer, Contact, or Transaction from NetSuite will expose fields in the Field Mapping step for each. More than one Saved Search can be specified. Supported NetSuite Saved Search record types are Contact, Customer, Transaction, Partner, and Vendor.

Custom Entity fields known as Contact's Company fields are now mappable for Contact Saved Searches. You may find your Contact's Company fields available for mapping over in Step 4.
Each NetSuite Saved Search will be synced to ActiveCampaign Tag or List.

If Saved Search criteria "Use Expressions" is checked then the criteria MUST be wrapped with an outermost parenthesis "(" and ")" because SyncApps will need to add one more last modified criteria. If wrapper parenthesis is not added then saved search could produce incorrect result especially if criteria contains OR logic.

For example: Name = "A" OR Name = "B" must be changed to ( Name = "A" OR Name = "B")SyncApps does not support NetSuite Summary Saved Searches. Please remove any summary result columns (Count, Sum, Average, etc) from the Saved Search prior to saving your Set Up.

If you get any permissions Error on Set Up or NetSuite Saved Search with the internal ID x does not exist, please go to the following URL to review the NetSuite User/Role permissions solution:Set up NetSuite Permissions here.

Sync Email Marketing Data

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  • If this option is checked, email marketing data (opens, clicks, and links clicked metrics) will be synced to a custom record in NetSuite.
  • The custom record will be created automatically by SyncApps and capture data for 30 days after a campaign is initiated.
  • Email Marketing Campaign metrics land on the custom subtab on the NetSuite Customer/Contact record. The NetSuite custom subtab name can be changed to meet your needs in NetSuite.

More Options

Unsubscribe opted-out Customers or Contacts in NetSuite from ActiveCampaign 

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  • A record is considered to be opted out if its Global Subscription Status is either Soft Opt-Out or Confirmed Opt-Out.
  • If this option is not checked then opted-out Customers or Contacts are simply ignored (not synced to ActiveCampaign).
  • If this option is checked then in ActiveCampaign every record will be marked as Unsubscribed who is currently Soft-Opt Out in NetSuite on their Global Subscription Status. And each record will be removed from all ActiveCampaign Lists.

New Subscriber Object Type

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  • Please select what NetSuite object type to be created when a new record is created in ActiveCampaign.

Replace UTF-16 characters with blank

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  • Emojis and other special characters with UTF-16 encoding are not supported by the NetSuite API. Enabling this feature will replace those characters with a blank space during sync to avoid errors.

Use Email Address as Entity ID (Name) for new Contact or Customer

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  • By default, SyncApps will use First Name + Last Name for Contact Name and Company Name as Customer Name. If this option is checked SyncApps will use email addresses instead.

Default Subsidiary (for NetSuite OneWorld user only)

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  • For NetSuite OneWorld users please enter the default subsidiary name for new Customer or Contact created by SyncApps, otherwise, Customer or Contact creation will fail.
  • In some cases, a subscriber will create a Set Up for each NetSuite Subsidiary that they want to integrate. To make sure that each Set Up syncs with its assigned Subsidiary please be sure to only use a NetSuite role with NetSuite Subsidiary access and also create a separate NetSuite role to reach NetSuite Subsidiaries assigned.
Note -- Default subsidiary is only used for new record creation in NetSuite.

After you have set the configuration in Step 1, hit the next button.

Step 2: ActiveCampaign  

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ActiveCampaign Configuration

The Account API URL and API Key can be found by clicking My Settings and click on the Developer tab on the left side of the screen and look at the API Access section.

The API Key can be found by clicking My Settings and click on the Developer tab on the left side of the screen and look at the API Access section.

Senders Information (Required)

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  • To create a List needed in ActiveCampaign please provide the following information.

Segmentation Method

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  • Auto creates Lists or Tags or both into your ActiveCampaign account from your CRM software.

More Options

Specify the default target List in ActiveCampaign 

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  • Please select a default List in ActiveCampaign to sync your records from CRM into or if none is selected then Contacts will just sync without being added to any List in ActiveCampaign.

Retrieve from a Specific List(s) in ActiveCampaign

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  • Are your contacts in ActiveCampaign on a list? If not please make sure they are and select the List(s) you are syncing back to CRM. If no list is selected then SyncApps will retrieve all Contacts from ActiveCampaign List(s).

Do not sync new ActiveCampaign subscribers to NetSuite (One-Way sync)

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  • If you don't want new records from ActiveCampaign to be synced to NetSuite, then enable this option. Otherwise, you may leave it unchecked.

Need to update NetSuite if subscribers update their data in ActiveCampaign? Select this feature.

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  • This feature will enable the Webhooks feature where if you update the mapped fields from Activecampaign, we will also update the field in NetSuite as well. Be sure to map the fields in Step 4 of the integration Set Up.

Do not sync unsubscribed emails status to NetSuite 

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  • By default, SyncApps will set opted-out status in NetSuite for unsubscribed emails. Please check this checkbox if you do not want unsubscribed emails status to be synced.

After you have set the configuration in Step 2, hit the next button.

Step 3: Sync Add-Ons  

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Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Set Up may depend on which Plan and integration you select.

Check out this video on How Add-Ons work:

Want to know which Sync Add-On fits your requirement? Give us a shout-out today!

Step 4: Field Mapping  

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Field Mapping is optional. Basic fields such as Email Address, Name, Title, Address, Company Name, and Phone are already pre-mapped even if you haven’t enabled this step. If you have additional fields to map, then you’ll have to set these fields up here.

Generic Field Mapping Guide

Check out this video on How Field Mapping Works:

Step 5: Filtering and Segmentation  

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This step is one of our most powerful features ever used by most of our subscribers. For example, you have thousands of records in NetSuite then you only want to pull out the records with specific criteria, only these records will be synced to your ActiveCampaign Main Lists. 

See here for more information on how it works.

Filtering and Segmentation Guide

Check out this video on How Filtering and Segmentation Works:

Step 6: Sync Scheduling  

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Finally, the very last step. Just select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Check out this video on How Scheduling Works:

Tap the "Finish" button and then Sync Now. More questions or hit any snags? You can always reach out to our 24/7 Support Team.

Need some help?

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Check out the options below on how you can contact our Support Team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled.

FAQs

Get Started | Login Issues | Pricing

Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!

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Have some questions about how deep the integration is between Infusionsoft by Keap and NetSuite?

Well, you can now get synced up, organized and maintain a complete, accurate history of contact relationships by centralizing company, contact or lead information and email marketing metrics between NetSuite and Infusionsoft by Keap.

Connecting Infusionsoft by Keap to NetSuite is easy to see how it works!

Major Features for NetSuite to Infusionsoft by Keap are:

  • NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction. Sync NetSuite company, contacts or leads to Infusionsoft by Keap.
  • Trigger actions in Infusionsoft by Keap based on NetSuite synced field changes.
  • Sync NetSuite records without email addresses to Infusionsoft Lists.
  • Filter and Sync only those records who meet specific criteria from CRM.
  • Opt-outs managed automatically in NetSuite from Infusionsoft by Keap.
  • Custom field mapping between both systems.
  • NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction, Employee and Vendor. Each Saved Search is synced to an Infusionsoft tag.
  • Sync specific Infusionsoft tags to CRM.
  • When a NetSuite record is no longer in the NetSuite Saved Search SyncApps will also remove the tag in Infusionsoft by Keap from the record.
  • NetSuite always takes higher precedence over Infusionsoft by Keap. Any contact changes in NetSuite will always be synced to Infusionsoft by Keap.
  • Contact and lead data is synced from Infusionsoft by Keap only if the email address doesn't exist in NetSuite at the time of syncing.

 Each Saved Search is synced to an Infusionsoft tag so you can kick off automation. 

Need more software connected to Infusionsoft by Keap let us know & Get started today on their MarketPlace.

Let's set it up!

To capture your NetSuite abandoned cart data try using a Customer Saved Search in your integration.

There are a few ways to accomplish this setup so we will explore a few scenarios.

Scenario 1:

Check out this great flow for your shopping cart abandonment workaround using Drip (works also for Constant Contact, Act-On, Mailchimp, Klaviyo and other solutions which use list marketing automation series).

Here's a Drip example:

  1. Create a workflow inside of Drip for those who flow over in the integration.
  2. Create a NetSuite Customer Saved Search who have left items in their cart (with a sub-total greater than zero) inside of NetSuite.
  3. Place Saved Search into Step 1 of your integration
  4. Sync those customer's email addresses to a Tag inside of Drip which will be triggering the first "Come Back" series for the product they left in the Shopping cart.

 

Drip and Magento Integration Screenshot

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For Abandoned Cart syncing best practice is to create a separate Sync Profile just for this flow.

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Scenario 2:

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Check out this great flow for your shopping cart abandonment workaround using Mailchimp (works also for Constant Contact, Act-On, Drip, Klaviyo and other solutions which use list marketing automation series).

Here's a Mailchimp example:

  1. Create an automated series inside of Mailchimp.
  2. Create a NetSuite Customer Saved Search who have left items in their cart (with a sub-total greater than zero) inside of NetSuite.
  3. Place Saved Search into Step 1 of your integration
  4. Sync those customer's email addresses to an Audience inside of Mailchimp which will be triggering the first newsletter (by using a "when a subscriber joins this list" automation.

The best practice here for the above scenario is to also use a field (Customer Ordered) on the Customer Record to capture the fact that they have an order.  You can source this from the Order Object.

When this field changes from "False" to "True" then it can change the ending Automation Trigger in Mailchimp you've set up to stop the series.

As a best practice, be sure the Sync Profile is syncing to the Audience in Mailchimp where the automation is set as Saved Searches sync to Groups then also places the member into an Audience which is the Mailchimp Main Audience named in Step 2 of the Sync Profile.

For Abandoned Cart syncing best practice is to create a separate Sync Profile just for this flow.

Scenario 3:

The Audience in Mailchimp could be called Abandoned Cart and then the new record which lands in the Audience can have automation on it as automation in Mailchimp only fire on Audience, not Groups.

Here's an example:

As for the NetSuite Customer Saved Search just create a Customer Search and then create a filter in the Saved Search:

Shopping Cart: Date last item added (X days or greater)
Shopping Cart: Subtotal (greater than 0.00)

So the idea is that all abandoned carts from clients signed in will get added to the "abandoned cart" search after 2 days. When the list syncs again, they will get added to the Mailchimp Tag "Abandoned Cart", which should immediately trigger an email to be sent reminding them to finish the purchase.

Watch a quick video on setup.

Note:

Unfortunately, it is still not possible to retrieve additional search fields using the most current API version of NetSuite.  When they allow it we will support these fields below:

 

Another important note: 

If you're creating a Shopping Cart Saved Search and set that up into a Customer type one in Step 1 of the Sync Profile, SyncApps will not retrieve that and will error out. So again, please use Transaction Saved Search when syncing Abandoned cart records.

If you need any assistance in reviewing your Sync Profile please visit us here today to book some time with our experts.

Sync Mindbody Clients with subscribe promotional email unchecked as non-marketable Contacts to Infusionsoft.

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Does your Studio need to ignore "subscribe promotional email" (Mindbody opt-out) so all your customers will be synced although subscribe promotional email is unchecked?

Issue:

What are some of the best practices for NetSuite integration? How can I avoid common roadblocks?

Solution:

First, to find the Saved Search internal ID (numeric) ID just look for the ID which is at the end of the NetSuite Saved Search URL in your browser when you run it to see a Saved Search you are dealing with today.

Be sure the Saved Search is set to "Public" in NetSuite as well. 

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Based on the screenshot above, when you select "Specific NetSuite Saved Searches" under Records to Sync, then when you specify the ID, TYPE, the record(s) under the Saved Search ID will be synced to that new/existing specified Marketing Automation List Name.

Selecting a Saved Search to test out or to use in your integration will allow your integration to review all your NetSuite records with valid email addresses and then narrow down to just the Saved Search(es) which will allow better segmentation in your target software. 

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Using NetSuite criterion to narrow down NetSuite records in a Saved Search for use in your integration:

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When building your Saved Search for use in an integration note that sometimes what runs in NetSuite will not work with their API. The last modified date criteria addition does not work for "Use Expressions" with OR logic. It will produce an incorrect Saved Search result.

Let's get a bit into the weeds here so your NetSuite Saved Search will follow best practices for integration.

Please put one more outermost parentheses in this use case below:

(Inactive = false AND .. AND ..) OR Name/ID = ... OR Name/ID = ...

TO

(( Inactive = false AND .. AND .. ) OR Name/ID = ... OR Name/ID = ...)

If Saved Search criteria "Use Expressions" is checked then criteria MUST be wrapped with parenthesis "(" and  ")"

SyncApps will need to add one more last modified criteria.

If wrapper parenthesis is not added then the NetSuite Saved Search could produce an incorrect result especially if criteria contain OR logic.

For example:

Name = "A" OR Name = "B" must be changed to (Name = "A" OR Name = "B")

If you get any permissions Error on Sync Profile or NetSuite Saved Search with the internal ID x does not exist, please go to the following URL to review NetSuite Role and TBA permissions solution.

Note
  • Do not use the Summary Saved Searches because they are not supported in NetSuite's API.
  • Formula fields cannot be retrieved using NetSuite's Saved Search API.

Need some help?

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Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled  

FAQs

Check out these Help Desk articles for answers to frequently asked questions.

Get Started | Login Issues | Pricing

Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!

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