Initial Setup

Owned by Hylke Sluis (Unlicensed)
Aug 29, 2017

This article describes the one-time initial setup required to use the application. This should be done directly after installing the bundle in your NetSuite account.

The initial configuration consists of two parts. The first is mandatory: creating a configuration record. The second is optional: providing access to other roles then the Administrator.

Step-by-step guide: Configuration record

  1. Login to MailChimp to collect some required data.
  2. First check which server your MailChimp account is located. This is visible in the MailChimp URL. For example, in the screenshot below the server is "us8".
  3. Go in the menu to Profile as shown in the screenshot below.
  4. Go via Extras to API Keys:
  5. Click Create A Key. Copy-paste the API Key that is generated somewhere, you will need this in the next step.
  6. Login to NetSuite as Administrator.
  7. Go to Lists > MailChimp Integration > Configuration Record > New
  8. Enter the Server
  9. Enter the API Key
  10. Enter the Sync Days. This determines which relations are synced to MailChimp on a daily basis. Only records modified in the last x days are synced. The number of days can be specified here. It can be any value from 1 to 365 days. The best practise is to enter 1 if you plan to sync daily, 7 if you sync weekly.
  11. Save the record.


 

Only one Configuration Record is required. In case you create multiple MailChimp Configuration Records in NetSuite, only the first created record is used. You may inactivate or delete configuraiton records and create new ones.

The below steps are optional.

Step-by-step guide: Give access to custom roles

In case there is a requirement to have other users then Administrators to have access to the MailChimp records, please take the following steps.


  1. Edit the custom role that will require access
  2. On the Custom Record tab, add the following records:
    1. MailChimp Sync List (Full)
    2. MailChimp Sync Sublist (Full)
    3. MailChimp List-Contact (Full)
    4. MailChimp Integration Log (Edit)
    5. MailChimp Log Detail (Edit)
    6. Only if configuration tasks need to be done: MailChimp Configuration (Edit)
  3. Save the role
  4. The sync schedule can only be edited on the Scheduled Script Deployment, it's recommended to keep this only available to administrators.