Proposal summary

The proposal covers the Klaviyo Integration with NetSuite for the following scope : 

• Item Catalog Sync :
  Transquip should provide a saved search in NetSuite for Product Catalog integration that contains Item details including id, title, description, item link, item image link.
  We can build the connection but the trigger should be manual.
  
• Entity Sync : 
  • Records considered: Lead, Prospect, Customer, Contact
  • Type: Realtime sync for syncing entities
  • Direction: One-way sync from NetSuite to Klaviyo
  • Email ID is unique in Klaviyo.
    If we try to sync 2 entities with the same email, the last entity will replace the details on the first entity in Klaviyo
  • Note: There are no subscription types in Klaviyo. We will send across the subscription name to Klaviyo as custom fields in the entity/profile. You can create custom segments based on these properties. You can send campaign emails based on these custom segments
    
• Transaction Sync : 
  • Records considered: Sales Order, Item Fulfillment, Invoice, Cash Sale
  • Type: Realtime sync
  • Direction: One-way sync from NetSuite to Klaviyo
  • Can be sent only once per order
  • Note: If you want to use Item line-level segregation in Klaviyo for transactions, you should mention for which all transactions you need this.
    This segregation is for each line item in an Order. For example, if a Sales Order contains 10 line items, we will send individual events to Klaviyo for each line items
    
• One Time Transaction Sync :
  • Records considered: Sales Order, Item Fulfillment, Invoice, Cash Sale
  • Type: One-time sync for syncing historical transactions, can be sent only once per transaction.
  • Direction: One-way sync from NetSuite to Klaviyo
  • Note: If you want to use Item line-level segregation in Klaviyo for transactions, you should mention for which all transactions you need this.
    This segregation is for each line item in a Transaction. For example, if a Sales Order contains 10 line items, we will send individual events to Klaviyo for each line items

Assumptions

• Email Id is unique in NetSuite

Time

Total Effort: 80 hr

Additional Recommendations

• Enable ‘SUITECLOUD DEVELOPMENT FRAMEWORK’ in features
• Klaviyo Forms is not included in the current scope
• Klaviyo WorkFlows  is not included in the current scope