NetSuite Analytics connection

info

All users are encouraged to switch to NetSuite2.com.
More information is available in the New Accounts and Access to the Connect Data Source topic.

Prerequisite

You need an Admin user to create additional user accounts.

Creating a role

Create a role for Data Integration and grant Netsuite Analytics permissions.

1. Navigate to Setup > Users/Roles > Manage Roles > New.
2. Name your role Data Integration.
3. Under Subsidiary Restrictions, select All.
4. Choose Primary under Accounting Books.
5. Scroll down and check the WEB SERVICES ONLY ROLE under Authentication.

Role permission options

Permissions must be granted to the role to use Data Integration with Netsuite:

Permission	Level	Tab
SOAP Web Services	Full	Setup
Log in using Access Tokens	Full	Setup
User Access Tokens	Full	Setup
SuiteAnalytics Connect - Read All	Full	Setup
SuiteAnalytics Connect	Full	Setup
Access Token Management	Full	Setup
Custom Body Fields	View	Setup
Custom Fields	View	Setup
Custom Lists	View	Setup
Custom Record Types	View	Setup
Deleted Records	View	Setup
Perform Search	View	Lists

Adding permissions

1. Under the permissions tab, locate the sub-tab corresponding to the entity you want to extract (for example, lists).
2. Locate the record to add permission (such as Accounts).
3. Set the permission level for that record (for example, view).
4. Select Add. Continue until you add all entities.
5. Click Save.

At this stage, sign out and sign back in to the Netsuite account to ensure the previous steps are properly saved.

Creating a new user

Create a new user and assign the previously created role to this user.

1. Navigate to Lists > Employees > Employees > New.
2. Enter your Name and Email address.
3. Select the Access sub-tab.
4. Select the checkboxes for Give Access and Send Notification Email.
5. Select the checkbox next to Manually Assign or Change Password.
6. Set your own password.
7. Choose the Role that you want to assign. In this case, type Data Integration and then click the Add button.
8. Click Save to save the record.

Log in with the Data Integration user

Log in with your newly established Data Integration user and create a Data Integration integration application.

Obtaining the Consumer key and Consumer secret

1. Navigate to Setup > Integration > Manage Integrations > New.
2. Enter your integration name as Data Integration.
3. Ensure the TOKEN-BASED AUTHENTICATION (TBA) is enabled.
4. Click Save. You can view the Consumer Key and Secret once. Copy them to your clipboard.

Creating an Access token

1. Navigate to Setup > Users/Roles > Access Tokens > New
2. Select the created application (an integrated record).
3. Choose the created user.
4. Choose the role you've assigned to that user.
5. Enter a name for the access token or use the generated one. You can view the Consumer Key and Secret once. Copy them to your clipboard.

At this stage, sign out and sign in back into the Data Integration account to ensure that the previous steps are correctly saved.

Locate your service host, account, and role ID

1. Locate the Settings option on the main screen and select Set Up SuiteAnalytics Connect.
2. Click Your Configuration.
3. Your host is listed under SERVICE HOST ('sb2' stands for sandbox).
4. Account ID and Role ID can be found directly beneath, as shown in the image below.
5. Copy them to your clipboard.

Creating Netsuite Analytics connection

Procedure

1. Navigate to the Data Integration Account.

2. Click Connections and select + New Connection.

3. Choose Netsuite Analytics.

4. Choose your Connection Name.

5. Enter the Consumer Key and Secret generated by the Integration Application.

6. Enter the Token ID and Secret that were generated in the Access Token section.

7. Enter the Role and Account ID.

8. Enter the Host.

9. Click Save.

10. Click Test Connection to verify your connection is up to the task. If the connection succeeded, you can use this connection in Data Integration.