Real-time NetSuite contact synchronization with third-party email tools setup guide

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

Step-by-step guide to set up real-time NetSuite contact synchronization with email marketing tools using automated data connections.

“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.”

5 star rating coeff g2 badge

Traditional batch sync methods create delays between NetSuite contact updates and email marketing platforms, leading to outdated campaign targeting and missed opportunities.

This guide shows you how to create live data connections that automatically update as NetSuite contact records change, eliminating sync delays.

Set up live contact synchronization using Coefficient

Coefficient enables real-time contact synchronization by creating automated data connections that refresh as frequently as hourly. This approach transforms static contact exports into dynamic, always-current email marketing databases.

How to make it work

Step 1. Configure NetSuite for API access.

Have your NetSuite admin set up OAuth 2.0 authentication and deploy the RESTlet script for API communication. Ensure contact records have proper REST Web Services permissions and SuiteAnalytics Workbook access is enabled.

Step 2. Connect Coefficient to NetSuite with your domain email.

Use your company domain email (Gmail isn’t supported) to establish the connection. Select “Records & Lists” import method for maximum flexibility in field selection and filtering options.

Step 3. Configure your contact data selection.

Choose “Contact” as your record type and select specific fields needed for email marketing like email, first name, last name, company, status, and custom fields. Apply filters to sync only relevant contacts such as active customers or specific lead sources.

Step 4. Set up automated refresh scheduling for real-time updates.

Configure hourly refresh scheduling for near real-time synchronization or daily updates for standard marketing operations. The 7-day authentication cycle ensures uninterrupted sync without manual intervention.

Step 5. Integrate with your email marketing platform.

Export Coefficient’s live contact data to your email platform’s preferred format. Use column reordering to match your email tool’s field requirements and set up automated data feeds to your platform’s import API.

Maintain fresh contact data automatically

Real-time NetSuite contact synchronization with NetSuite ensures your email campaigns always target current contact information without manual updates. Get started with automated contact sync today.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies