StarterPak: NetSuite To Dynamics CRM Contacts. Version 1.0

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1 StarterPak: NetSuite To Dynamics CRM Contacts 7/21/2017

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 Scribe Software Corporation. 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, Scribe Software Corporation assumes no responsibility for errors or omissions. This publication and features described herein are subject to change without notice. Scribe Software Corporation makes no representations or warranties, either expressed or implied, by or with respect to anything in this manual, 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 Scribe Online is a trademark of Scribe Software Corporation. All other products or services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations. Scribe Software Corporation disclaims any responsibility for specifying which marks are owned by which companies or organizations. Publishing Information Copyright Scribe Software Corp. All rights reserved.

3 Contents NetSuite To Dynamics CRM Contacts StarterPak 1 About The StarterPak 1 StarterPak Contents 2 Requirements 2 Supported Dynamics CRM Versions 3 Preparing The StarterPak 4 Extract The Files From The Zip File 4 Configuring The Scribe Online Connections 5 Configure The Dynamics CRM Connection 5 Configure The NetSuite Connection 5 Configuring The Scribe Online Solution 6 Create A Solution 6 StarterPak Map 7 Contact And Address 7 Identifier Keys 7 Contact, Customer, And Account 7 Addresses 8 State And Country Values 8 StarterPak: NetSuite To Dynamics CRM Contacts - i -

4 NetSuite To Dynamics CRM Contacts StarterPak NetSuite To Dynamics CRM Contacts 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. Scribe 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 Scribe s NetSuite To Dynamics CRM Contacts StarterPak, which supports creating and updating Contacts in Dynamics CRM from NetSuite Contacts, including the address1 and address2 set of fields. This StarterPak is part of the NetSuite and Dynamics CRM StarterPak series and can be used independently or with other StarterPaks in the series. About The StarterPak This StarterPak supports creating Contacts in Dynamics CRM from NetSuite Contacts as shown: NetSuite Contacts To Dynamics CRM Contacts This StarterPak is available as a downloadable zip file, ScribeStarterPak-NetSuite-to- DynamicsCRM-Contacts_v1_0.zip. You can download this file from the Scribe Downloads page. StarterPak: NetSuite To Dynamics CRM Contacts - 1 -

5 NetSuite To Dynamics CRM Contacts StarterPak StarterPak Contents The StarterPak includes: NS-CRM Contacts.xml An XML file containing the following Scribe Online Map: o NS-> CRM: Contact Update/Insert Defines mappings between NetSuite and Dynamics CRM for Contacts...\CRM2015\ScribeSolutionforContacts_CRM2015_1_0_0_managed.zip A Dynamics CRM managed Solution for use with Dynamics CRM 2015 On Premise or Dynamics CRM Online that creates the ScribeExternalId field on the Contact entity in Dynamics CRM...\CRM2011-CRM2013\ScribeSolutionforContacts_CRM2011-CRM2013_1_0_0_ managed.zip A Dynamics CRM managed Solution for use with Dynamics CRM 2011 or Dynamics CRM 2013 that creates the ScribeExternalId field on the Contact entity in Dynamics CRM...\Samples folder containing a sample CSV file. o Requirements NS_CRM_Country.csv In addition to the StarterPak, your site needs: A trial or paid subscription to Scribe Online Integration Services (IS). Access to a Dynamics CRM Organization. A Dynamics CRM user with appropriate credentials and permissions to: o o Import managed Solutions Create and update the entities into which the StarterPak integrates Access to a NetSuite Organization. A NetSuite user with appropriate credentials and permissions to query the entities the StarterPak uses. A Scribe Online Cloud or On-Premise Agent. This StarterPak uses CSV files that require an On-Premise Agent. If you plan to use a Cloud Agent, you must convert the CSV files to Lookup Tables and modify the formulas within the Map accordingly. StarterPak: NetSuite To Dynamics CRM Contacts - 2 -

6 NetSuite To Dynamics CRM Contacts StarterPak Supported Dynamics CRM Versions The following versions of Dynamics CRM are supported: Dynamics CRM Online Dynamics CRM 2015 On Premise Dynamics CRM 2013 On Premise Dynamics CRM 2011 On Premise StarterPak: NetSuite To Dynamics CRM Contacts - 3 -

7 Preparing The StarterPak Preparing The StarterPak This section describes the steps required to prepare NetSuite and Dynamics CRM, extract files from the.zip file, and configure the Scribe Online Connections. For information on Scribe Online tasks, such as configuring Connections and using Scribe Online, see the Scribe Online Help Center. Extract The Files From The Zip File Unzip only the ScribeStarterPak-NetSuite-to-DynamicsCRM-Contacts_v1_0.zip file. Do not unzip the Scribe CRM Solution zip files contained in this file. 1. Download the ScribeStarterPak-NetSuite-to-DynamicsCRM-Contacts_v1_0.zip file. 2. Extract the files to a location that can be accessed by Scribe Online. 3. Verify which version of Dynamics CRM you are using. You must select the appropriate managed.zip file to import based on the version of Dynamics CRM. 4. Install the Dynamics CRM Custom Solution by logging into your Dynamics CRM Organization and importing one of the following managed.zip files: For Dynamics CRM 2015 On Premise or Dynamics CRM Online browse to the..\crm2015\ directory and select ScribeSolutionforContacts_CRM2015_1_0_0_ managed.zip For Dynamics CRM 2011 or 2013 browse to the..\crm2011-crm2013\ directory and select ScribeSolutionforContacts_CRM2011-CRM2013_1_0_0_managed.zip. 5. Copy the NS-CRM Contacts.xml file to a directory under your Scribe Online agent installation, such as..\scribe Software\Scribe Online Agent\Maps\. 6. Copy all files from the Samples folder, created when the zip file was extracted, to the..\scribe Software\Scribe Online Agent\Data Exchange folder. StarterPak: NetSuite To Dynamics CRM Contacts - 4 -

8 Configuring The Scribe Online Connections Configuring The Scribe Online Connections Connections are used in multiple Maps, therefore, Scribe recommends creating Connections from the Connections page and adding them to the Maps as needed. For information, see Adding Connections. Configure The Dynamics CRM Connection Configure the Dynamics CRM Connection, as described in Scribe Online Connector For Microsoft Dynamics CRM. Verify that you have the credentials and permissions to create and update Contact. If you are using an existing Dynamics CRM Connection, refresh the metadata as described in Resetting Metadata. Configure The NetSuite Connection Configure the NetSuite Connection as described in Scribe Online Connector For NetSuite. Verify that you have the credentials and permissions to query Contact and Address. If you are using an existing NetSuite Connection, be sure to refresh the metadata as described in Resetting Metadata. StarterPak: NetSuite To Dynamics CRM Contacts - 5 -

9 Configuring The Scribe Online Solution Configuring The Scribe Online Solution After you create Scribe Online Connections, configure the Solution. Create A Solution 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 NS CRM Contacts.xml file, and import that file. See Exporting And Importing Maps. The imported Maps show as Incomplete. 4. Open each Map and configure the Connections. See Defining An Integration Map. You must modify the Map for your NetSuite Organization, your Dynamics CRM Organization, and your business requirements. For more information, see the StarterPak Map section. StarterPak: NetSuite To Dynamics CRM Contacts - 6 -

10 StarterPak Map StarterPak Map This section provides details about the Map included in this StarterPak. For more information on the specific field mappings, review the Map in Scribe Online. NS - > CRM: Contact Update/Insert Retrieves all active Contacts from NetSuite, and creates or updates Contacts in Dynamics CRM, including Addresses. By default, the Map processes all records created or updated since the last run/date time, which is based on the NetSuite lastmodifieddate field. Contact And Address When working with Contact and Address information, consider the following: Identifier Keys When you define your integration approach and best practices, you can choose whether or not to store the unique identifiers, or keys. You can do one of: Store keys from the source system in the target system Store keys from the target system back into the source system Do not store keys The Map provided in the StarterPak stores the key from the source system in the target. The internalid of the Contact from NetSuite is written to the ScribeExternalId field on the Contact in Dynamics CRM. If a Contact exists in Dynamics CRM with a matching internalid/scribeexternalid, it is updated. Otherwise, a new Contact is created. Contact, Customer, And Account In both NetSuite and Dynamics CRM, a Contact can be related to a Customer or Account. If the NetSuite Contact is related to a Customer, a check is performed to find the corresponding Account in Dynamics CRM to associate with the Contact. If the Account is not found, the Contact is not created and a custom error is returned to the Scribe Online Execution History. See Viewing Execution History Detail. The Lookup CRM Account Block is configured to use the Company Name as the Lookup Criteria, to prevent making assumptions about key sharing. Scribe recommends modifying the Lookup criteria and basing it on the key fields. StarterPak: NetSuite To Dynamics CRM Contacts - 7 -

11 StarterPak Map Addresses The Default Billing Address and Default Shipping Address for the Contact in NetSuite are used to populate the address1 and address2 set of fields in Dynamics CRM: If either address is changed in NetSuite, the change is made to the corresponding address in Dynamics CRM. If a different address is set as the Default Billing Address or the Default Shipping Address in NetSuite, the corresponding address in Dynamics CRM is updated with the new address information. State And Country Values NetSuite requires specific values for country whereas Dynamics CRM country values are free form text by default. For example, the NetSuite country value for United States is _ unitedstates, while the Dynamics CRM country value could be United States, US, U.S., etc. The StarterPak is designed with the expectation that the country values in Dynamics CRM are the two character ISO standard values such as US, CA, and AU. The NS_CRM_ Country.csv file provides a list of the NetSuite country values and the corresponding two character ISO Country standard value. This file is used to transform the country from Dynamics CRM to NetSuite. You may need to modify this file to meet your specific requirements. NetSuite also requires specific values for state. The StarterPak is designed with the expectation that the state values in Dynamics CRM are the same as the expected state values in NetSuite. Review your data in both NetSuite and Dynamics CRM. If the state values differ, you can generate a csv file similar to the NS_CRM_Country.csv file to perform the necessary transformations. StarterPak: NetSuite To Dynamics CRM Contacts - 8 -

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