Answers - Quick Links

MINDBODY and Infusionsoft Integration: Number of Separate Sync Profiles needed?

Did you know that the number of separate Sync Profiles is equivalent to the number of unique MINDBODY (MBO) Studio IDs you have in terms of integration?

Let's take a look at the way it works.

MINDBODY is the leading online platform for services such as in health & wellness, while Infusionsoft is one of those CRMs that is often being patronized by small businesses wanting to grow into monster sales machines. With SyncApps, you can get to this monster sales machine by seamlessly integrating these two software applications that can enable you to streamline the data flow processes to keep your business running fast.

Start building your monster sales machine today!

And if your business happens to have multiple locations utilizing separate Studio IDs from MINDBODY that you would want to sync to Infusionsoft, then you will just need to create separate Sync Profiles for each Studio ID.

So for instance, since you will be on our real-time Enterprise plan integration with, let’s say 40 MINDBODY locations, you will need to setup 40 Sync Profiles for them set up in the exact same way. Should take 5 minutes to setup each integration for each separate MINDBODY Studio ID.

Let's talk money for value.

The fee for MBO is $10/MBO ID/Location + our $99/month Enterprise fee which should save your business 2 hours per month per location.

Here is a video on how many days per year that saves any size business.

Feel free to drop our product team support a note here... support@cazoomi.com if you hit any snags during the set up process.

Sync Specific NetSuite Transaction Saved Searches To MailChimp Groups, Constant Contact Lists and others.

Want to use NetSuite Transactional Saved Searches to Mailchimp Groups or Constant Contact Lists so that you can target customers who have purchased before, based on price point, varietal of product, region etc?

It's easy to do in SyncApps.

save image

 

 

Own your Marketing Automation integration to NetSuite today.

Get started here...

*Small print 

Only 1 NetSuite Saved Search will be synced in any Free Trial.

Using NetSuite Saved Searches for Customer, Contact or Transaction from NetSuite will expose fields in Field Mapping step for each. More than one Saved Search can be specified. Supported NetSuite Saved Search record types are Contact, Customer, Transaction.

Each NetSuite Saved Search will be synced to a MailChimp Group within the specified Master List.

Each NetSuite Saved Search will be synced to a Constant Contact List.

 

NetSuite Saved Search best practices & options for integration

Subscriber:

I've noticed over the past few weeks that our syncs seem to be taking a really long time for a small amount of data.

Like 15-20 minutes for each sync when only one or two records have changed.  Is there something going on here beyond regular NetSuite slowness?  

Cazoomi:

It seems the NetSuite Saved Search last modified criteria addition does not work or the customers are constantly updated so always 229 records retrieved from NetSuite.
 
 

Could you please send us the screenshot of the criteria used in saved search?

Subscriber:

The saved search criteria are below.  Thoughts? 

Cazoomi:

Last modified date criteria addition does not work for "Use Expressions" with OR logic. It will produce an incorrect saved search result.

Please put one more outermost parenthesis:
 
( Inactive = false AND .. AND .. ) OR Name/ID = ... OR Name/ID = ...
 
TO
 
(( Inactive = false AND .. AND .. ) OR Name/ID = ... OR Name/ID = ...)
 
We have updated SyncApps tooltip and docs with the following rule:
If Saved Search criteria "Use Expressions" is checked then criteria MUST be wrapped with parenthesis "(" and  ")" because SyncApps will need to add 1 more last modified criteria. If wrapper parenthesis is not added then saved search could produce incorrect result especially if criteria contains OR logic.

*Please note Summary Saved Searches are not supported in NetSuite API so please do not use these types.

Please note that there are 3 options to choose from to determine which records from NetSuite sync to Handshake:

  • Sync All Customers

    All Customers will be synced to Handshake.

  • Sync Specific NetSuite Subscriptions

    All Customers subscribed to the selected subscriptions will be synced to Handshake.

  • Sync Specific NetSuite Saved Searches

    Only records returned by the specified Saved Searches will be synced. 

    If Saved Search criteria "Use Expressions" is checked then the criteria MUST be wrapped with an outermost parenthesis "(" and ")" because SyncApps will need to add one more last modified criteria. If wrapper parenthesis is not added then saved search could produce incorrect result especially if criteria contains OR logic.

    For example: Name = "A" OR Name = "B" must be changed to ( Name = "A" OR Name = "B")

    If you get any permissions Error on Sync Profile or NetSuite Saved Search with the internal ID x does not exist, please go to the following URL to review NetSuite User/Role permissions solution:

    http://support.cazoomi.com/hc/en-us/articles/204089345

 

NetSuite Restlets

Concurrency for web services and RESTlets is currently governed separately per user and authentication method. When the upcoming change takes effect, the new account governance limit will apply to the combined total of web services and RESTlet requests. With the change, you will not need to use a concurrent web services user to be able to send more concurrent requests in web services with token-based authentication.

We have identified that you may exceed the new account concurrency limit. Please review this notice to understand how to avoid errors after the new limit is enforced.

1) Does the SyncApps code use NetSuite web services? 

  • SyncApps uses web service


2) Does it make concurrent calls? 

  • SyncApps does only connect one at a time.


3) Is there a danger in this change?

  • That should not be a problem. SyncApps also retry API call if it gets concurrent exceed limit error.
Features and Enhancements : Q1 of 2017

It was a great start for us as we have released 10 new features and enhancements for the 1st Quarter of the year!

So without further ado, here’s the list of SyncApps’ newly added features and enhancements for Q1 from January to March 2017.

New Features

  • MailChimp: Added support for Campaign summary metrics to CRM
  • Handshake: Added mapping for NetSuite Sales Rep and Handshake User Group
  • Constant Contact for Salesforce: Allow EventSpot registrant order total to be mapped to Salesforce Campaign Member
  • Dynamics CRM: List retrieval will retrieve updated record + newly added record to list
  • NetSuite: Make Customer account mappable

Enhancements

  • MINDBODY Customization: Sync second revenue category to Intacct
  • SugarCRM: Make "Assigned To" field available for mapping
  • Salesforce customization: Added support for Campaign name - Group title mapping
  • Xero for Handshake: Mapping Xero phone number to Handshake Bill To phone
  • Zendesk for NetSuite: Add option to not create Customer but only Contact

We hope that you find useful our features and enhancements announcement and we thank you for continued support to our product.

Don’t forget to check back with us as we will be posting additional announcements.  Please comment below if you have any questions or feedback and we will be happy to respond.  Remember, if you are experiencing technical difficulties, please submit a support ticket to support@cazoomi.com to receive prompt and thorough assistance.

 

How can I get a copy of my Invoice?

SyncApps just keeps getting better. Invoice download is finally here! This year we launched a few key updates to SyncApps! Here's the new invoice area : 

save image 

Newly rolled out "Invoices Resend" on My Account in your SyncApps.

Until this year, the only way to get all your invoices was to check your email.  This was pretty helpful for getting invoices but if you missed one then what?

We have rolled out "Invoices Resend" on My Account so please head to your SyncApps dashboard, press "My Account" to get your last 10 invoices anytime you need them.

Sync Revenue Data From NetSuite to HubSpot

Looking for an integration that lets you pass or sync revenue data from NetSuite to HubSpot?  Such revenue data comes from the financial system of NetSuite.  Look no further!  Definitely, it is SyncApps’ NetSuite to HubSpot integration.

https://www.cazoomi.com/syncapps/netsuite-to-hubspot/

A subscriber just recently raised this certain idea whether SyncApps supports such an integration scenario to sync revenue data specifically from NetSuite to HubSpot.

Specific fields needed to map include:

1. Date of first invoice issued
2. Date of latest invoice
3. Amount of latest invoice
4. Total invoice amount for each company (Total Revenue)
5. Number of invoices for each company

And sure, SyncApps can meet this requirement!

Instead of mapping fields from multiple objects like the Customer, Contact, or an Invoice record, a best practice using SyncApps is just to use a NetSuite Transaction Saved Search.

To elaborate, use a Transaction Saved Search to drive records from NetSuite into HubSpot is simple OR you can also create those 5 fields on the Customer record in NetSuite and map them in SyncApps to be populated into HubSpot as well. Just an issue with that is they would always be updating NetSuite to HubSpot, if this is ok then you can do this method.

Take a NetSuite for HubSpot test drive today! https://www.cazoomi.com/syncapps/netsuite-to-hubspot/

If you hit any snags, give our experts a shout-out support@cazoomi.com.

Streamline your CPQ with Zoho CRM to QuoteWerks
The integrated solution for QuoteWerks and Zoho CRM, as seen on QuoteWerks, is out!
 
Many thanks to the folks at QuoteWerks who worked with Cazoomi's top Zoho team lead these past few years on this awesome solution.
 
Now you'll be able to track your clients and business easily on QuoteWerks and Zoho CRM by using SyncApps which even works for Access or SQL Server. 
 

Zoho for QuoteWerks Integration features:

  • Sync customer and contacts in Zoho CRM to QuoteWerks
  • Drive your QuoteWerks estimates from Zoho customer lists
  • Sync Quotes from QuoteWerks to Zoho CRM
  • Supports QuoteWerks for Access and SQL Server versions
NetSuite Dynamic Discovery Method

SyncApps uses Dynamic Discovery Methods so you are all set with us.

save image

If you have more concerns with the NetSuite Dynamic Discovery Method then please reach out to our 24/7 support folks today!

NetSuite Summary Saved Search search column not Syncing

Wondering if your NetSuite Summary Saved Search search column is not Syncing?

SyncApps does not currently support this feature in NetSuite's API yet might in the future.

To prevent this type of error:

Error on sync: Error on retrieving page 1 of saved search: Cazoomi Test List. We cannot return search columns for summary saved search XXXX. Please make sure that save search type in configuration matches save search type in NetSuite. If the problem still persists please read the following KB article http://support.cazoomi.com/hc/en-us/articles/204089345 (Error code: INVALID_SAVEDSEARCH)

What you need to do is in NetSuite, edit the Saved Search and make sure no summary column (max, min, max, sum, etc)  is defined in "Results" tab. The summary type must be blank for all fields.

save image

 

Having trouble with Netsuite permissions? See it here today and get your Sync Profile syncing correctly.

Data integration for QuickBooks Online is hard. Let SyncApps do it!

Synchronize your MINDBODY Online or Constant Contact to QuickBooks. Once available to only Fortune 1000 companies, Cazoomi introduces a way for your business applications to talk to each other for less than the price of a Netflix subscription.

Data integration is hard.  Let SyncApps do it!

Xero is online accounting software for your small business, connected to your Apps!

SYNC XERO TO SYNCAPPS!

Don't spend hours every month creating invoices from CRM opportunities in Xero or importing contact data into your Email Marketing platform. Get connected.

Connect_Xero_to_your_other_applications_today_using_SyncApps..png

Unprocessed and filtered records

When using our powerful Filtering feature, SyncApps will only sync specific records that do not contain these Group/Role email addresses. Reason for this is that these are not "person" emails because they might cause spam complaints and blacklisting.

These are the following Group/Role email addresses that SyncApps will ignore when Filtering feature is enabled:

  • abuse@
  • admin@
  • all@
  • everyone@
  • ftp@
  • investorrelations@
  • jobs@
  • marketing@
  • media@
  • noc@
  • postmaster@
  • prime@
  • privacy@
  • remove@
  • request@
  • root@
  • sales@
  • security@
  • spam.*@
  • subscribe@
  • usenet@
  • users@
  • uucp@
  • webmaster@
  • www@
  • @yahoogroups.com
  • @googlegroups.com
  • noreply@
  • @example.com

Note:

If you are syncing any @yopmail emails with your email marketing this will cause errors to appear as MailChimp and others have banned this domain so to avoid any errors just set up a filter in SyncApps with "Email does not contain @yopmail.com" criteria in your Sync Profile.

Need More Help?

Cazoomi Support

Connect with the SyncApps platform team, share ideas, and get answers to your integration or implementation questions.


Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

Getting Started