Proposal Summary
This proposal covers a comprehensive solution for NetSuite – Mailchimp integration. This integration aims to streamline data transfer between NetSuite and Mailchimp, enhancing efficiency in customer management and marketing activities.
Requirement
Mailchimp is a widely used email marketing platform that allows businesses to create and manage their email campaigns, automate their marketing efforts, and track their performance. It offers a range of features like customizable email templates, audience segmentation, and marketing automation.
NetSuite, on the other hand, is a comprehensive cloud-based ERP platform that helps businesses manage their operations, financials, and customer relationships. It provides features such as CRM, order management, inventory management, and more.
Integrating Mailchimp with NetSuite brings together the power of email marketing and comprehensive business management, allowing businesses to streamline their processes and leverage customer data for targeted marketing.
Requirement is to Sync NetSuite customer contact information to Mailchimp
Deliverables
Sync Customer Contact Information from NetSuite to Mailchimp
We will set up a uni-directional real-time sync from NetSuite to Mailchimp. The integration will be triggered whenever a new customer record is created in NetSuite. When a customer record is created in NetSuite the information like First name, Last name, etc will be synced from NetSuite to Mailchimp.
We will configure the integration between NetSuite and Mailchimp to establish a connection that allows data to be transferred from NetSuite to Mailchimp. This typically involves setting up API access and authentication credentials in both systems.
Data to Sync:
The following fields will be synced from NetSuite to Mailchimp whenever a new customer record is created in NetSuite:
- First Name
- Last Name
- Phone Number
- Address
Once the customer is created in Mailchimp a custom field named “Is Synced” will be automatically checked which will prevent duplicate record creation in MailChimp.
The integration process will verify if the customer’s email address already exists in the NetSuite account. If it does, the customer’s details will not be synchronized again.
Contact API: POST https://${dataCenter}.api.mailchimp.com/3.0/lists/${listId}/members
Note:
- When a new customer record is created with an email id that already exists in the account, we will not sync the customer details.
- Age and gender details are not available in NetSuite. We will create custom fields if these details are required.
- The update and delete context are not currently considered.
Error Handling
We’ll implement robust error handling mechanisms to handle any issues that may arise during the sync process, such as network errors or data validation failures. Failed syncs will be logged for review and resolution, ensuring data integrity and reliability. We will create custom fields in the customer record to store the error details.
Assumptions
- It is assumed that the saved search provided in NetSuite contains accurate and up-to-date data that needs to be synced with Mailchimp. Any discrepancies or errors in the saved search data may affect the accuracy of the synced data in Mailchimp.
- It is assumed that all customers included in the saved search contain valid email addresses and relevant data necessary for syncing to Mailchimp. Lack of email addresses or incomplete customer data may impact the effectiveness of marketing campaigns in Mailchimp.
Risks
- If there are duplicates in NetSuite, they can be carried over to Mailchimp during historical data migration, which can lead to confusion and inefficiency.
- On migrating historical customer records from NetSuite to Mailchimp, there is a risk of not being able to perform validation checks on the data in the MailChimp.
- Email validation (like contains correct format etc) is not performed in the development.
Questions
- Do we need to email the error details when the sync fails?