How to Connect RainKing to NetSuite

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.

 Settings Manage Int.png

 Click on NetSuite tile to access the NetSuite login. Here, you will need your NetSuite Email, NetSuite Password, and NetSuite Account ID:

NetSuite Login.jpg

The NetSuite email and NetSuite password are the credentials used to log into NetSuite:

NetSuite Login 2.jpg

The NetSuite ID is found in NetSuite under Setup -> Integration -> Web Service Preferences:

NetSuite Setup.png

Add the required fields and then click Authenticate:

NetSuite Login 3.jpg

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:

 Mapping.jpg

 

Fields can be mapped for Customers, and Contacts; select the tab for the object to map and begin mapping the fields:

 Mapping 2.jpg

 

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:

 Mapping 3.jpg

RainKing will auto-map Common fields and will offer Non-Standard fields for mapping below:

 Mapping 4.jpg

 

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:

 Mapping 5.jpg

 

When the data mapping is complete and the overwrite logic is selected, click “Save Mapping” at the bottom of the page:

 Mapping 6.jpg

 

RainKing will confirm when the field mappings have been saved successfully:

 Mapping 7.jpg

 

Once the mappings are saved, select to “Activate” the mappings:

 Mapping 8.jpg

 

Now that the maps are active, select to give permission to your users to push records to NetSuite:

 Mapping 9.jpg

 How to Export to NetSuite:

Users will now have a button in RainKing to export People or Companies from RainKing to NetSuite:

NetSuite Push Button.png

The Status and Subsidiary for company records can be set prior to import to NetSuite:

Netsuite Push.jpg

NetSuite Push 2.jpg

For Contacts, the Subsidiary can be set prior to import:

NetSuite Push 3.jpg

For both Contact and Customer pushes, Detect Duplicates can be used. This will search your NetSuite instance for any matching records:

 NetSuite Push 4.jpg

How to view transfer history:

This tab is where you can review records exported from RainKing to NetSuite:

Transfer History NS.png

 

 

logo
© 2018 DiscoverOrg, All Rights Reserved
© 2018 DiscoverOrg, All Rights Reserved
logo