StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization. Version 1.1

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1 StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization 9/24/2018

2 Important Notice No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, photocopying, recording, or otherwise, without prior written consent of TIBCO Software Inc.. No patent liability is assumed with respect to the use of the information contained herein. While every precaution has been taken in the preparation of this book, TIBCO Software Inc. assumes no responsibility for errors or omissions. This publication and features described herein are subject to change without notice. TIBCO Software Inc. makes no representations or warranties, either expressed or implied, by or with respect to anything in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages. Disclaimer The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Trademarks TIBCO Scribe Online is a trademark of TIBCO Software Inc.. All other products or services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations. TIBCO Software Inc. disclaims any responsibility for specifying which marks are owned by which companies or organizations. Publishing Information Copyright 2018 TIBCO Software Inc. All Rights Reserved.

3 Contents NetSuite And Marketo SOAP Contact And List Member Synchronization StarterPak 1 StarterPak Contents 2 Requirements 2 Preparing The StarterPak 3 Download And Extract The Files From The Zip File 3 Configuring The TIBCO Scribe Online Connections 3 Configuring The TIBCO Scribe Online Solutions 4 StarterPak Maps 5 Contact And List Member Maps 5 Individual Customer And List Member Maps 5 Use Cases Behind The Maps 6 Use cases 6 NetSuite Contact To Marketo Lead 6 NetSuite Individual Customer To Marketo Lead 7 NetSuite Contact Group Members To Marketo List Members 7 NetSuite Individual Customer Group Members To Marketo List Members 8 Additional Notes And Known Issues 9 Making Schema Changes 9 Removing Contacts Or Individual Customers From Groups In NetSuite 9 StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - i -

4 NetSuite And Marketo SOAP Contact And List Member Synchronization StarterPak NetSuite And Marketo SOAP Contact And List Member Synchronization StarterPak StarterPaks provide a base set of Maps and configuration files you can leverage when integrating data between applications. Each StarterPak requires customization to integrate your data properly. Therefore, it is important that you read and understand the entire document before attempting to use the contents of the StarterPak. TIBCO StarterPaks are meant to be used as a starting point for your own projects, and should not be considered plug and play. StarterPaks are available as is, with no guarantee or commitment of support for the associated Maps and configuration files. Welcome to TIBCO s StarterPak for NetSuite And Marketo SOAP Contact And List Member Synchronization. This StarterPak synchronizes contacts and individual customers from NetSuite to leads in Marketo, as well as NetSuite group members to List Members in Marketo, allowing you to execute campaigns for these members in Marketo. StarterPak: NetSuite And Marketo SOAP Contact And List Member Synchronization This StarterPak is available from the TIBCO Scribe Online StarterPaks page. as a downloadable file, ScribeStarterPak-NetSuite-Marketo-Contacts&ListMember-Sync_v1_ 1.zip. All references in this document to NetSuite Customers include NetSuite Customers in the Lead, Prospect, and Customer stage. StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 1 -

5 NetSuite And Marketo SOAP Contact And List Member Synchronization StarterPak StarterPak Contents The downloadable ZIP file includes: NetSuite-Marketo-Contact&Related.xml An XML file containing the Integration Maps that define the mappings between NetSuite contacts and Marketo leads, as well as NetSuite contact group members and Marketo List Members. Import this file into your TIBCO Scribe Online Solution. NetSuite-Marketo-IndividualCustomer&Related.xml An XML file containing the Integration Maps that define the mappings between NetSuite customers of type Individual and Marketo leads, as well as NetSuite customer group members that are of type individual and Marketo List Members. Import this file into your TIBCO Scribe Online Solution. NetSuite-Marketo-Country.csv A text-based sample file used in the Map for transforming the country field between NetSuite and Marketo. Requirements In addition to the StarterPak, your site needs: A trial or paid subscription to TIBCO Scribe Online Integration Services (IS). A Marketo Organization. Access to a NetSuite single company account. Using the StarterPak with any other type of NetSuite account is not supported. Requires the TIBCO Scribe Online Connector For Marketo SOAP. The Marketo Connector is not supported for this StarterPak. StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 2 -

6 Preparing The StarterPak Preparing The StarterPak This section describes the high-level tasks for creating a TIBCO Scribe Online Solution. For more information about a task or TIBCO Scribe Online, see the TIBCO Scribe Online Help Center. Download And Extract The Files From The Zip File 1. Download ScribeStarterPak-NetSuite-Marketo-Contacts&ListMember-Sync_v1_1.zip from the TIBCO Downloads page. 2. Extract the following XML files to a folder accessible by TIBCO Scribe Online, such as..\scribe Software\Scribe Online Agent\Maps\: NetSuite-Marketo-Contact&Related.xml NetSuite-Marketo-IndividualCustomer&Related.xml 3. Copy the NetSuite-Marketo-Country.csv file to the..\scribe Software\Scribe Online Agent\DataExchange folder. This is a sample file and may need to be modified for your data. Configuring The TIBCO Scribe Online Connections Connections are used in multiple Maps, therefore, TIBCO recommends creating Connections from the Connections page and adding them to the Maps as needed. For information, see Adding Connections. Two Connections are required for this StarterPak: Marketo SOAP Connection For information, see TIBCO Scribe Online Connector For Marketo SOAP. NetSuite Marketing Connection For information, see TIBCO Scribe Online Connector For NetSuite. StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 3 -

7 Configuring The TIBCO Scribe Online Solutions Configuring The TIBCO Scribe Online Solutions After you create TIBCO Scribe Online Connections, configure Solutions. Do not change the order of Maps within Solutions. Some Solutions depend on the Maps running in an expected order. TIBCO suggests that you leave the schedule set to On Demand until you have implemented and tested the StarterPak. 1. Configure a new Solution. See Adding Or Editing An Integration Solution. 2. In the Maps section of the Solution, select Import from the Menu. 3. Browse to the NetSuite-Marketo-Contact&Related.xml file, and import that file. Repeat for the NetSuite-Marketo-IndividualCustomer&Related.xml file. See Exporting And Importing Maps. The imported Maps show as Incomplete. 4. Open each Map and configure the Connectionss, and make any changes needed to the Map to suit your business requirements. See Defining An Integration Map. By default, Solutions only run on demand. After you understand the integration requirements for this StarterPak, you can schedule the Solution to run automatically. See Scheduling A Solution. StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 4 -

8 StarterPak Maps StarterPak Maps This section provides details about the Maps for Contacts, Individual Customers, and List Members included in this StarterPak. For more information on the specific field mappings, review the Maps in TIBCO Scribe Online. Contact And List Member Maps NetSuite Contact -> Marketo Lead create and update Create or update a Lead in Marketo when a Contact in NetSuite is created or updated. If the NetSuite Contact has a default Billing Address, create or update the Marketo Lead Address and related Company Billing Address. NetSuite Contact Group Members -> Marketo List Members add Adds an existing Lead to an existing List in Marketo when a Contact is added to a Contact Group in NetSuite: o o o This Map does not create a List in Marketo. The List name in NetSuite must match the name of an existing List in Marketo, and cannot be a Marketo Smart List. The NetSuite Contact that is being added to the NetSuite Group must already exist as a Lead in Marketo. Individual Customer And List Member Maps NetSuite Individual Customer -> Marketo Lead create and update Create or update a Lead in Marketo when a Customer of type Individual is created or updated in NetSuite. If the NetSuite Customer has a default Billing Address, create or update the Marketo Lead Address and related Company Billing Address. NetSuite Individual Customer Group Members -> Marketo List Members add Adds an existing Lead to an existing List in Marketo when an Individual Customer is added to a Customer Group in NetSuite: o o o This Map does not create a List in Marketo. The List name in NetSuite must match the name of an existing List in Marketo, and cannot be a Marketo Smart List. The NetSuite Customer that is being added to the NetSuite Group must already exist as a Lead in Marketo. StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 5 -

9 StarterPak Maps Use Cases Behind The Maps The Maps in this StarterPak were developed based on a number of use cases and are intended as starting points from which you can build a complete Solution. Use cases are written in the format, As a [role name], I want [functionality], and may include specific acceptance criteria. In developing this StarterPak, the use cases were used to define the scope and functionality of the Maps. In the use cases, changes in records are determined by filtering source queries for records that have been recently updated. Use cases The use cases described below define the scope of the out-of-the-box StarterPak. NetSuite Contact To Marketo Lead As a Solution implementer, I want all Contacts created in NetSuite to be created as Leads in Marketo. The Marketo Lead Id is back-filled to the NetSuite externalid and acts as the crossreference key for updates. Contacts: Must have an address. Must be active. Must not be marked as private. Should not be integrated as a new Lead in Marketo if they have a Global Subscription Status of either Confirmed Opt Out or Soft Opt Out in NetSuite. That are existing Marketo Leads with a status of Subscribed should have their status changed to Unsubscribed if the corresponding NetSuite Contact s Global Subscription Status changes to Confirmed Opt Out or Soft Opt Out. That are existing Marketo Leads with a status of Unsubscribed should have their status updated to Subscribed if the corresponding NetSuite Contact s Global Subscription Status changes to Confirmed Opt In or Soft Opt In. Map Name: NetSuite Contact -> Marketo Lead create and update StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 6 -

10 StarterPak Maps NetSuite Individual Customer To Marketo Lead As a Solution implementer, I want all Customers of type individual (Leads, Prospects, and Customers) created in NetSuite to be created as Leads in Marketo. The Marketo Lead Id is back-filled to the NetSuite externalid and acts as the cross-reference key for updates. Customers: Must have an address. Must be active. Should not be integrated as a new Lead in Marketo if they have a Global Subscription Status of either Confirmed Opt Out or Soft Opt Out in NetSuite. That are existing Marketo Leads with a status of Subscribed should have their status changed to Unsubscribed if the corresponding NetSuite Customer s Global Subscription Status changes to Confirmed Opt Out or Soft Opt Out. That are existing Marketo Leads with a status of Unsubscribed should have their status updated to Subscribed if the corresponding NetSuite Customer s Global Subscription Status changes to Confirmed Opt In or Soft Opt In. Map Name: NetSuite Individual Customer -> Marketo Lead create and update NetSuite Contact Group Members To Marketo List Members As a Solution implementer, I want all members of static Contact Groups in NetSuite to be added as List Members to the corresponding Marketo List. The List and Lead must already exist in Marketo. The List in Marketo cannot be a Smart List. All new and existing Group Members in NetSuite should be added as List Members in Marketo if they meet the following criteria: Must have an address. Must be active. Must not be flagged as private. Must not have a 'Soft Opt Out' or 'Confirmed Opt Out' Global Subscription status. Must not be the owner (Employee) of the Group. Map Name: NetSuite Contact Group Members -> Marketo List Members add StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 7 -

11 StarterPak Maps NetSuite Individual Customer Group Members To Marketo List Members As a Solution implementer, I want all members of static Customer Groups of type Individual in NetSuite to be added as List Members to the corresponding Marketo List. The List and Lead must already exist in Marketo. The List in Marketo cannot be a Smart List. All new and existing Group Members in NetSuite should be added as List Members in Marketo if they meet the following criteria: Must be of type Individual. Must have an address. Must be active. Must not have a 'Soft Opt Out' or 'Confirmed Opt Out' Global Subscription status. Map Name: NetSuite Individual Customer Group Members -> Marketo List Members add StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 8 -

12 Additional Notes And Known Issues Additional Notes And Known Issues This StarterPak was designed to be flexible in a variety of business use cases. You may need to modify the Maps to support your specific business process. Making Schema Changes After you create your Connections, if you make changes to either the NetSuite or Marketo schemas, such as adding attributes, you must refresh the metadata for any NetSuite or Marketo Connections. See Resetting Metadata. In addition, open each Map that references the Connection to ensure the changes are reflected in the TIBCO Scribe Online Map. Removing Contacts Or Individual Customers From Groups In NetSuite If you remove a Contact or Individual Customer from a Group in NetSuite, the Subscriber is not removed from the corresponding List in Marketo. However, if the Contact or Individual Customer Global Subscription status changes to either Soft Opt Out or Confirmed Opt Out, the Lead status is updated in Marketo to Unsubscribed. StarterPak: NetSuite and Marketo SOAP Contact and List Member Synchronization - 9 -