NetSuite Connector Auto Configuration

Follow these steps to use auto configuration when setting up your NetSuite Connector.

About this task

You have the option of configuring your NetSuite Connector integration manually or automatically. When auto configuration is selected, Bronto will assign field mappings from NetSuite to Bronto, create new fields in Bronto, and assign settings based on industry best practices. This will happen for all contact field types (contacts, leads, prospects, and customers). You will have the option of deleting any auto configured mapping, settings, or newly created field.

If manual configuration is selected, you must create any new fields and build all mappings between NetSuite and Bronto. You will also need to configure Connector settings.

When you select auto configuration, the following will be configured:
  • Contact fields for all contact types (Contacts, Leads, Prospects, and Customers)
  • The customer contact type will be set as the default contact type for import
  • Sync direction
  • Opt-in settings for Global Subscription Status
  • Order fields for Sales Orders, Cash Sales, and Invoices
  • Sales Orders will be enabled and set as the default order type

Some components, including Integrations and Messages, cannot be auto configured because each NetSuite instance is unique.

Procedure

  1. Connect your NetSuite account to Bronto by setting up a NetSuite connection.
  2. In the Choose Your Configuration window, click Create New Fields (Auto).

    The auto configuration discovery process will typically take less than two minutes. However, if you have a complex NetSuite instance, the discovery process can take up to five minutes.

    The following contact fields will be created if they do not already exist.

    Table 1. Contacts Fields (NetSuite to Bronto sync direction)
    NetSuite Entity Field Bronto Field Label Bronto Field Name Bronto Field Data Type
    firstname First Name firstname text
    lastname Last Name lastname text
    billaddr1 Address address1 text
    billaddr2 Address (Contd.) address2 text
    billcity City city text
    billstate State (Uppercase Two-Letter Abbreviation) state_two_letter pulldown
    billcountry Country country text
    billzip Postal/ZIP Code postal_code text
    category Category category text
    companyname Company company text
    datecreated Date Created datecreated date
    firstvisit First Visit firstvisit date
    lastpagevisited Last Page Visited lastpagevisited text
    lastvisit Last Visit lastvisit date
    leadsource Lead Source leadsource text
    phone Phone Number phone text
    title Title title text
    visits Visits visits integer
    isperson Is Person isperson text
    entitystatus NetSuite Status entitystatus text
    Table 2. Contacts Settings
    Setting Value
    Contact Import Schedule Enable Connection On
    Frequency Minute Intervals
    Import Every 1 minute
    Days Sunday Monday Tuesday Wednesday Thursday Friday Saturday
    Manage Contact Fields: Contacts Enable Connection Off
    Add to Bronto List New list with internal name NetSuiteContacts and external name NetSuite Contacts
    Import New Contacts NetSuite to Bronto
    Manage Contact Fields: Leads Enable Connection Off
    Add to Bronto List New list with internal name NetSuiteProspects and external name NetSuite Prospects
    Import New Contacts NetSuite to Bronto
    Manage Contact Fields: Prospects Enable Connection Off
    Add to Bronto List New list with internal name NetSuiteLeads and external name NetSuite Prospects
    Import New Contacts NetSuite to Bronto
    Manage Contact Fields: Customers Enable Connection On
    Add to Bronto List New list with internal name NetSuiteCustomers and external name NetSuite Customers
    Import New Contacts NetSuite to Bronto
    Table 3. Opt-In Settings
    Setting Value
    Opt-Ins Settings Enable Connection On
    Manage Subscriptions Sync Direction Both Directions
    Soft Opt-in Status Onboarding
    Confirmed Opt-in Status Onboarding
    Set Soft Opt-In for Active/Onboarding Yes
    Set Soft Opt-Out for Unsubscribed Yes
    Set Soft Opt-Out for Bounce Yes
    Add Opt-Ins to Bronto Lists New list with internal name NetSuiteOptIns and external name NetSuite Opt-Ins
    Table 4. Order Settings
    Setting Value
    Orders Settings Enable Connection On
    Frequency Minute Intervals
    Import Every 1 minute
    Days Sunday Monday Tuesday Wednesday Thursday Friday Saturday
    Manage Orders Enable Connection On
    Assign this Status in Bronto Processed
    Sales Orders Enable Connection On
    Cash Sales Enable Connection Off
    Invoices Enable Connection Off
    Table 5. Order Fields
    Bronto Field NetSuite Field
    Order Number tranid
    Order Date trandate
    Subtotal subtotal
    Grand Total total
    Currency currencysymbol
    Discount Amount discounttotal
    Tax Amount taxtotal
    Shipping Amount shippingcost
    Shipping Date shipdate
    Shipping Details shipmethod
    Table 6. Order Line Item Fields
    Bronto Field NetSuite Field
    SKU Name
    Name Display Name
    Quantity Line Item Quantity
    Unit Price Base Price
    Sale Price Line Item Rate
    Total Price Line Item Amount
    Description Line Item Description
    Category Class
    Product URL Item URL
    Image URL Image URL
    Table 7. Advanced Settings
    Setting Default Value
    Setting Sync Empty Values No
    Concurrency Contact Import Threads 4
    Order Import Threads 4
  3. Review your settings after configuration.