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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite custom records contain valuable relationship data that can significantly enhance Mailchimp personalization, but complex data structures often lead to information loss during transfer.
Here’s how to import and preserve complete custom record data while ensuring Mailchimp compatibility and maintaining all relationship connections.
Preserve custom record data integrity during Mailchimp sync using Coefficient
Coefficient provides comprehensive custom record support for NetSuite with data preservation features that ensure complete data transfer to NetSuite Mailchimp without information loss.
How to make it work
Step 1. Import custom records with full field selection.
Use Coefficient’s Records & Lists method to access all NetSuite custom records with complete field selection capabilities. The platform supports custom record types with real-time data preview that shows exactly how your custom record data will appear before full import.
Step 2. Preserve relationship connections during import.
Import custom records with their relationship fields to maintain connections between contacts and related custom data like projects, certifications, or preferences. Use the first 50-row preview feature to verify custom record relationships display correctly.
Step 3. Transform complex data structures for Mailchimp compatibility.
Handle hierarchical custom record structures using spreadsheet formulas to flatten data. Use functions like CONCATENATE() to combine related fields: =FirstName&” – “&ProjectName&” – “&CertificationLevel to create comprehensive merge field values.
Step 4. Manage multi-select and complex field types.
Convert multi-select custom record fields into comma-separated values suitable for Mailchimp merge fields using TEXTJOIN() or similar functions. Handle date/time fields (imported as Date only) for timeline-based personalization and transform numeric custom fields for scoring purposes.
Step 5. Use SuiteQL for advanced custom record relationships.
For complex scenarios involving multiple custom records, use Coefficient’s SuiteQL Query method to create joins between different custom record types. This enables comprehensive contact profiles that combine data from multiple custom record sources.
Maximize custom record value in email marketing
Complete custom record data preservation ensures your NetSuite relationship data enhances Mailchimp personalization without losing valuable business context. Start leveraging your custom record data for better email marketing today.
