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Explore Consulting
is a full service technology consulting firm that specializes in database and web-based solutions. We provide expertise in eCommerce and web design as well as back-office applications, implementations, customizations, and integrations. Explore the possibilities...
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Explore Consulting is excited to announce our inclusion on this year's Inc. 5,000 list of the fastest-growing private companies in the United States. We would like to extend a hearty thanks to all of our loyal customers and partners who are the foundation of our growth and are the reason we exist. We would also like to recognize several of our customers and partners who also made the list this year:
Inc 500
- Winshuttle, Inc.
- Accuvant
- NetSuite
Inc 5000
- Explore Consulting
- Media Publisher
- House of Antique Hardware
- VitalSmarts
- Great Western Leasing & Sales, Inc.
- Z57, Inc.
- Pura Vida
- Visual Apex, Inc.
- Communications USA
- GHA Technologies
Click here to see all companies on the Inc 5000 list.
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Customer Spotlight |
Montana Legend
For over a century, Montana Legend has been providing customers with the highest quality gourmet beef in America. Raised in the great ranching tradition of the western Rockies, Montana Legend's all-natural, dry-aged beef is an artisan product with a legendary taste and tenderness found nowhere else.
Explore Consulting's team of web designers and developers worked with Montana Legend to update and enhance their existing site with Google Analytics web store integration, web store design optimization, and a custom SuiteScript solution to provide customized shipping options.
Visit Montana Legend now.
View our online web portfolio. |
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Another Customer Success Story
Enhancements to Existing Website
"I'm very impressed with the changes you've been executing on our behalf. . .You have a good team, too. Tony was a real pleasure to speak with. . .His initiative made today's call possible, and in a way, I feel that Montana Legend has a true 'virtual team' of really strong Subject Matter Experts in our partners at Explore Consulting!"
- Bill Brown, Vice President of Marketing
Montana Legend |
NetSuite smbXML to be Retired May 2008
Have you switched over to SuiteTalk (Web Services) yet? |
NetSuite has announced that the smbXML interface for System-to-System will be Retired in May of 2008, which is less than one year from now. Don't wait until the last minute to migrate your integration solution to the new platform! SuiteTalk offers significant improvements and flexibility over smbXML and Explore Consulting has developed a migration strategy that will allow you to leverage your existing investment while making your technology compliant with the new integration standards.
Compare SuiteTalk (Web Services) vs. smbXML. |
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Featured Case Study
Web Store Email Confirmation
Background:
Explore Consulting's client, a national insurance provider, offers products and services to a wide range of customers across the nation.
Issue: The client offers a line of products for sale through their NetSuite web store. The company recently introduced a new product into their marketing mix. Because of similarities between the two businesses, the decision was made to run both through a single instance of NetSuite. However, the products are targeted at different audiences and needed to be operated and tracked as separate entities. Among other things, this included the ability to send brand-specific email notifications to customers confirming the receipt and fulfillment of their orders.
NetSuite's built-in email confirmation tool does not have a means of storing confirmation messages for multiple entities, nor distinguishing between transaction origins or business lines. In addition, the details contained in these emails are derived from NetSuite tags that only function within these templates. Any custom solution would require the abandonment of the standard NetSuite confirmation messages and the design, from the ground up, a notification tool that would identify the origin of the transaction, collect the relevant transaction detail from NetSuite, and compile that information into a custom, brand-specific, confirmation email.
Resolution: To meet this challenge, Explore Consulting developed an external web service application to replace the NetSuite automatic email confirmation functionality.
When a new transaction is created that requires customer notification, the application first collects the relevant information from the order for use in the email. This data includes the line items on the order, shipping information, and, in the case of item fulfillments, the tracking information. Next, Explore's custom application identifies the origin of the transaction, based on class, as either business A or B. The information collected is compiled and used to build a custom HTML email template with the appropriate entity's branding. Finally, the application sends the custom email template to the customer from outside NetSuite.
Results: Through the use of Explore Consulting's custom solution, the client is able to receive orders from two independent web stores, both feeding orders into a single NetSuite account, and generate brand-specific confirmation emails for each business' customers. This solution gives them the flexibility to run both businesses within NetSuite while giving the appearance of separate entities.
Download this Case Study. |
Do you need more automation within your unique workflow or business processes? Unlock the potential of NetSuite's SuiteScript technology. Flexible, powerful, and extensible technology that provides unlimited customizability, can trigger industry specific processes based on user events, create or modify data, communicate with external data sources, or string together a multi-step workflow process.
Some examples include:
- Custom Field Calculation
- Order-based Drip-Marketing
- Collections Escalation
- Quote Discount Approval
Each month we add new scripts to our site.
Download a FREE example from our SuiteScript Library or contact us to discuss your specific business requirements.
Explore Consulting the leader in NetSuite Extensibility
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 NetSuite Tips
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Each month, we will provide our NetSuite customers with tips on how to use the product more efficiently and how to perform complex or unintuitive tasks. We hope that you find these tips helpful.
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CSV Import Assistant Overview
The new CSV Import Assistant helps you import business and customer data from comma-delimited CSV files for common record types. The Import Assistant replaces the rigid, template-based import page from previous versions and is designed to provide an easier, faster, and more robust way to import and manage data in NetSuite. With the CSV Import Assistant, you simply select a record type for import (and subtype, if applicable) select one or more CSV files, select data handling options, map your fields to NetSuite fields, and start your import.
Some advantages include:
- Easier and faster importing
- Saving and re-using a mapping that you defined in the import assistant
- Importing Contacts and Entities (Leads, Customers, and Prospects) Together
- Better error messaging
Importing CSV Files
Importing CSV files lets you import records from other applications into NetSuite. The import can either update existing NetSuite data for a record type, add new data to it, or either add or update data for that record type depending on what is required.
To add or update data in NetSuite:
1. Export lists from your current program into one or more CSV files
2. In NetSuite, go to Setup > Import/Export > Import Tasks > Import CSV Records
3. The CSV Import Assistant Welcome screen opens. Click OK to proceed
CSV Import Assistant Welcome Screen
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4. In the Scan and Upload CSV File screen, select the type of record to import:
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5. If appropriate, select the subtype of the record type to import. This dropdown list is only available when a record type has subtypes and usually a default subtype is selected when available. In cases where subtypes of the record type are used, you must select a subtype in order to proceed.
6. Select the type of character encoding to use.
7. Select one or more CSV files to import. When choosing multiple files, the first selected file will be the primary record and will contain the primary key for the import. Subsequent files will be linked to the primary file. Depending on the record type you selected, NetSuite will provide a list of optional linked files that you would be able to use to link to the primary file. Click Next.
(Note: When entering numbers into a CSV file, many spreadsheet programs do not allow leading zeros. For example, if you use Auto-Generated Numbers, you cannot enter 01543 to reference a record. You can eliminate this problem by formatting the cells in your spreadsheet as Text cells instead of numbers. For information on formatting the cells, please refer to the help system for your spreadsheet software)
8. If your CSV file contains incorrect characters or other errors, an error message will display the type and number of errors. You can then download a zip of the CSV file (s) with an additional column in each file indicating the errors, fix the errors, and then relaunch the Assistant and reupload the files. If no errors are detected, the Assistant will proceed to the Import Options screen.
9. In the Import Options screen, choose the desired option(s) for importing your data. Click Next.
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10. In the File Mapping screen, define the primary key column in the primary file and the column(s) it will map to in any linked file. Click Next.
(Note: This screen will not be available if you are only uploading one CSV file)
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11. In the Field Mapping screen:
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(From the right-hand pane drag and drop your fields into the center mapping pane or single-click to add the field. From the left-hand pane, drag and drop or single-click the NetSuite fields to map to your fields. Click Next.)
12. Your CSV file is checked for metadata level integrity. If errors are found an error message will display the type and number of errors. You may elect to:
- Ignore these errors and proceed with the import, or
- Download a zip of the CSV file (s) with an additional column in each file indicating the errors. Fix the errors and then relaunch the Assistant and reupload the files. If no errors are detected, the Assistant will proceed to the Save and Start Import screen.
13. In the Save and Start Import screen:
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In the Import Map Name field, enter a name for this import that you can refer to to track the progress of the import. (Optional) Provide a description of this Import. Click:
- Save and Run to Save the settings (including field mappings) of this import for reuse and start the Import job.
- Save Only to save the settings (including field mappings) without starting the Import Job.
- Run to start the Import job without saving any of the settings specified in the previous screens.
14. In the Summary Page, the Import Map Name is listed along with the time it was created.
- Click the Status link to review the status of this and other Imports.
- Click Start Another Import to launch the Assistant and start another import.
- Click View Saved Imports to review the list of saved Import Maps and start an import Job based on one of those Maps.
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