NetSuite support

Hubert Książek - Dataedo Team Hubert Książek 19th July, 2022

NetSuite is scalable cloud-based businnes management application that provides solutions for ERP, CRM, HR, accounting, global business management, services automation, omnichannel commerce and analytics.

Connector

Supported Versions

NetSuite2.com Data Source

Supported metadata

  • Tables
    • Tables description
    • Columns
      • Data type
      • Description
    • Primary keys
      • Columns
  • Relations

  • Views are referred to as tables.

  • Fields are referred to as columns.

Data profiling

Datedo does not support data profiling in NetSuite.

Setting up NetSuite account

Enable the Connect Service feature

  1. Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.
  2. Navigate to: Setup => Company => Enable Features. Image title
  3. Go to the Analytics tab, chceck the SUITEANALYTICS CONNECT box and click Save. Image title

Create required role

  1. Navigate to Setup => User/Roles => Manage Roles => New. Image title
  2. Name the role, go to the Permissions => Setup and add the SuiteAnalytics Connect permission, click Save button.
    Optionally, you can add permissions to the other tables that you want to import into Dataedo, on the Permissions tab.

Image title

A role that has too many permissions, for security reasons, may not be able to use SuiteAnalytics Connect, if this is the case, we will see a message in the place where we can read crudentials.
NetSuite will probably, also return an invalid message, when authenticating in Dataedo, about 2FA.
Please note, that there can be other methods of assigning roles and permissions, therefore presented way is only our propostion. If you find some other method more suitable, you are encouraged to use it.

Assign a role to the user

  1. Navigate to Lists => Employees => Employees => Search. Image title
  2. Using the search engine find the user to whom you want to assign roles.
  3. Click Edit button on the employee page. Image title
  4. Scroll down, click on the Access tab then in Roles add the role that you created earlier with SuiteAnalytics Connect permission. Click save button. Image title

Check credentials

  1. Login to role that you created earlier.
  2. Go to homepage.
  3. Click on Set Up SuiteAnalytics Connect in Setting tab. Image title
  4. In the Your Configuration tab you will find the necessary crudentials. Image title

If your SERVICE DATASOURCE is NetSuite.com you need to change it on NetSuite2.com. Refer to how to change NetSuite.com datasource on NetSuite2.com documentation. Dataedo only supports NetSuite2.com as datasource.

Importing metadata

Connect to NetSuite and create new documentation by clicking Add documentation and choosing Database connection.

Connection to SQL Server

On the connection screen choose NetSuite.

Image title

Fill in your credentials. The login and password should be the same as the user account from which the other data was taken, such as Account Id or Role Id. Click connect.

Image title

When connection was successful, Dataedo will read objects and show a list of objects found. You can choose which objects to import. You can also use advanced filter to narrow down list of objects.

Image title

Click Import to start the import.

Outcome

Your database has been imported to new documentation in the repository.

Image title

Found issue with this article? Comment below
0
There are no comments. Click here to write the first comment.