To set up your NetSuite Integration , you need to go to www.citricle.com and log in on the leftside. When you get to the “My Account” section, click CRM Integration on the left. Select Netsuite on Integration Type and you will need to fill in the following information:
- Your NetSuite account ID. You can find this by logging into NetSuite and clicking Support > Customer Service > Contact Support By Phone
- Your NetSuite login (email and password).
- Your Role ID (this needs to be a role that has Full Access to SuiteTalk( Web Services), to customers and to cases.
- You will also need to provide with a lead status ID. You can find that by going to Setup > Sales > Customer Statuses, click the status you want to be used for the newly created leads and look for the ID in the URL (for example if the url is https://system.netsuite.com/app/crm/sales/customerstatus.nl?id=17, then the ID you are looking for is 17).
- Click Submit.
Note: If your account is configured not to ask for an email before entering a chat session, a lead will not be created.