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NetSuite reporting connection

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Setting up the connection

  • Make sure you are logged in as an Administrator.
  • Enable web services & token-based authentication.
Enabling web services & token-based authentication.
  1. Go to Setup > Company > Enable Features.
  2. Click SuiteCloud.
  3. Under SuiteTalk, enable SOAP WEB SERVICES.
  4. Under Manage Authentication, enable TOKEN-BASED AUTHENTICATION.
  5. Scroll to the end or start of the page and click Save.
Creating an integration record (app) for Data Integration

  1. Go to Setup > Integration > Manage Integrations > New.

  2. Entet = your integration name such as Data Integration.

  3. Make sure to enable TOKEN-BASED AUTHENTICATION (TBA).

  4. Click Save. A consumer secret and key appears.

    Make sure to copy them (They appear only once).

Creating a role and permissions

Create a role for Data Integration and set permissions.

  1. Go to Setup > Users/Roles > Manage Roles > New.
  2. Enter your role name such as Data Integration.
  3. Under Authentication, enable the WEB SERVICES ONLY ROLE option.

  • You can view two options when setting permission for the role:

    1. Set the administrator role: Go the General tab > issue role > administrator. If you choose this option, continue to the Create a user section after setting the role (make sure to save the role).

    2. Set specific permission for the role: You can view list of minimum permissions you need to grant to the role to use Data Integration with Netsuite. You must also add specific permissions for each record you want to use Data Integration to extract. For example, Accounts, Invoice, and so on.

PermissionLevelTab
SOAP Web ServicesFullSetup
Log in using Access TokensFullSetup
User Access TokensFullSetup
Custom Body FieldsViewSetup
Custom FieldsViewSetup
Custom ListsViewSetup
Custom Record TypesViewSetup
Deleted RecordsViewSetup
Perfrom SearchViewLists

Adding permissions

  1. Under the Permissions tab, find the sub-tab that corresponds to the entity you want to extract. For example, lists.
  2. Find the record you want to add permission. For example, Accounts.
  3. Set the level of permission for that record. For example, view.
  4. Click Add. Keep going until all entities adds.
  5. Click Save.
Creating a user and assign the role

Create a user and assign the role you created to the user. Use {conKeyRefs.DataIntegration} as the name of the user and the role.

  1. Go to Lists > Employees > Employees > New.
  2. Enter the name and the email address.
  3. Click the Access sub-tab.
  4. Select the checkboxes Give Access and Send Notification Email.
  5. Select MANUALLY ASSIGN OR CHANGE PASSWORD.
  6. Assign a password.
  7. Select the Role that you need to assign. In this case. Data Integration and click Add.
  8. Click Save to save the record.
Creating an access token for Data Integration
  1. Under Setup > Users/Roles > Access Tokens > New.
  2. Select the application (an integrated record) you have created.
  3. Select the user you have created.
  4. Select the role you have created for that user.
  5. Enter a name for the access token or use the generated name.
  6. Write the token id and secret, you will need them in the connection in Data Integration. (also they will only appear once).
Locate your account ID
  1. From the main menu, navigate to Setup > Integration> Soap Web Services Preference.
  2. Under Primary Information you will find your Account ID.

Creating a NetSuite reporting connection in Data Integration

  1. Navigate to your Data Integration Console.
  2. Click Connections. and select + New Connection.
  3. Choose NetSuite Reporting.
  4. Choose the Token tab.
  5. Enter the Connection Name and connection details you have located/created to the corresponding fields:
    • Consumer Key
    • Consumer Secret
    • Token ID
    • Token Secret
    • Account ID - The located Account ID
  6. Click Save and create the connection.
  7. Click Test Connection to verify if the test is successful.
    If the test is successful, you are ready to work with NetSuite Reporting in Data Integration.

Custom fields and custom records support

The NetSuite Reporting connector dynamically discovers and extracts NetSuite custom fields and custom records (custom objects). Previously, the connector read only NetSuite's static WSDL, so these fields and records were not surfaced.

Custom fields

Data Integration auto-discovers custom fields per entity and lets you select them as columns. The connector supports the following field categories:

Field categoryPrefix
Entitycustentity_
Transaction bodycustbody_
Itemcustitem_
CRMN/A
Other (for example, Account)N/A
Custom recordcustrecord_

Supported data types include checkbox, date/datetime, currency/decimal/percent, integer, list/select, multi-select, and text.

The following entities support custom-field discovery: Account, Customer, Vendor, Employee, Contact, Partner, Job, EntityGroup, Transaction (all transaction types), Opportunity, Item, Campaign, SupportCase, CalendarEvent, PhoneCall, Task, ProjectTask, and custom record types.

Custom records

Select custom records (customrecord_*) using the custom record type picker. Data Integration extracts custom records scoped by record type or internal ID.

Known limitations

The following limitations come from the NetSuite SOAP API, not from the connector.

warning
  • Custom segment fields (cseg_*) are not supported. NetSuite rejects them as SOAP search columns, so the connector does not offer or extract them.
  • Transaction line-level (column) custom fields (custcol_*) are not returned by the SOAP search API. Only body-level transaction fields are available.
  • Any field that NetSuite does not expose through the SOAP search API cannot be surfaced. For example, certain line-level cost and discount fields on Invoice records.
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