NetSuite contact custom field synchronization with email marketing platform attributes

using Coefficient excel Add-in (500k+ users)

Synchronize NetSuite contact custom fields with email marketing platform attributes for advanced segmentation and personalization capabilities.

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NetSuite’s valuable custom contact fields often remain trapped in the ERP system, preventing email marketing teams from leveraging rich segmentation and personalization data for targeted campaigns.

Here’s how to synchronize custom contact attributes seamlessly with email marketing platforms for advanced campaign targeting and personalization.

Unlock custom field data for email marketing using Coefficient

Coefficient provides comprehensive NetSuite contact custom field synchronization, enabling seamless mapping of custom contact attributes to email marketing platform fields for advanced segmentation and personalization.

How to make it work

Step 1. Access and select NetSuite custom fields.

Browse and select NetSuite custom contact fields through Coefficient’s visual interface including text fields like “Lead Source Detail,” list fields such as “Industry Vertical,” date fields like “Last Campaign Engagement,” and boolean fields such as “Newsletter Subscriber.”

Step 2. Preview and validate custom field data.

Use the 50-row preview to see custom field values before full import and verify custom field permissions and data availability. Use drag-and-drop mapping to reorder custom fields matching email platform attribute structure.

Step 3. Handle complex custom field transformations.

Convert NetSuite multi-select custom fields to comma-separated values for email platforms and split multi-select values into separate email platform attributes when needed. Transform multi-select options into individual true/false attributes and extract primary values from multi-select custom fields.

Step 4. Map custom fields to email platform attributes.

Transform NetSuite “custentity_lead_source” to email platform “Lead_Source” and “custentity_industry” to “Industry_Segment.” Convert “custentity_lead_score” to “Engagement_Score” and sync behavioral, demographic, and lifecycle custom fields for advanced segmentation.

Step 5. Use SuiteQL for advanced custom field processing.

Create calculated custom attributes with queries like SELECT email, firstname, lastname, CASE WHEN custentity_lead_score >= 80 THEN ‘Hot’ WHEN custentity_lead_score >= 60 THEN ‘Warm’ ELSE ‘Cold’ END as lead_temperature FROM contact for sophisticated email targeting.

Enable sophisticated email marketing with rich contact data

Robust custom field synchronization ensures valuable NetSuite contact attributes integrate seamlessly with email marketing platforms for advanced segmentation and personalization. Start syncing your custom fields today.

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