This guide shows the steps to connect RainKing to NetSuite to push customers and contacts directly into NetSuite.
What We Need:
- A NetSuite connection enabled by RainKing.
- The Web Service Role enabled for the NetSuite user.
Steps to Connect:
Once the connection is enabled by RainKing, the NetSuite connector will be found in RainKing under the Settings icon.
Click on NetSuite tile to access the NetSuite login. Here, you will need your NetSuite Email, NetSuite Password, and NetSuite Account ID:
The NetSuite email and NetSuite password are the credentials used to log into NetSuite:
The NetSuite ID is found in NetSuite under Setup -> Integration -> Web Service Preferences:
Add the required fields and then click Authenticate:
Complete Data Mapping & Save
RainKing will confirm when your account is connected to NetSuite. Now select the Mapping tab to being mapping fields between RainKing and NetSuite:
Fields can be mapped for Customers, and Contacts; select the tab for the object to map and begin mapping the fields:
RainKing fields will be listed down the left-hand side and the NetSuite fields will have drop-downs to select where to map the RainKing fields to:
RainKing will auto-map Common fields and will offer Non-Standard fields for mapping below:
Use the radio buttons on the right-hand side to dictate if the field should be updated with RainKing content when a matching records is found:
When the data mapping is complete and the overwrite logic is selected, click “Save Mapping” at the bottom of the page:
RainKing will confirm when the field mappings have been saved successfully:
Once the mappings are saved, select to “Activate” the mappings:
Now that the maps are active, select to give permission to your users to push records to NetSuite:
How to Export to NetSuite:
Users will now have a button in RainKing to export People or Companies from RainKing to NetSuite:
The Status and Subsidiary for company records can be set prior to import to NetSuite:
For Contacts, the Subsidiary can be set prior to import:
For both Contact and Customer pushes, Detect Duplicates can be used. This will search your NetSuite instance for any matching records:
How to view transfer history:
This tab is where you can review records exported from RainKing to NetSuite: