NetSuite allows you to run your accounting, ERP, CRM and eCommerce—but your business runs on many systems and data outside of areas NetSuite covers. Domo is the cloud-based platform that completes your Enterprise Data strategy and empowers every employee by connecting all of your people, data, and systems. Once your NetSuite data is in Domo, you can get on-demand insights into the financial indicators affecting your business, open up more opportunities to increase your bottom line, and improve confidence while communicating value to investors, analysts, and employees. The NetSuite App TBA connector uses NetSuite's SuiteScript 2.0 as well as token-based authentication (TBA). Use this connector if you want to effectively gather all of your NetSuite data as securely as possible.
You connect to NetSuite in the Data Center. This topic discusses the fields and menus that are specific to the NetSuite App TBA connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
To connect to your NetSuite account and create a DataSet using this connector, you must have the following:
An installed "Domo Data Connection 2.0" NetSuite bundle
A NetSuite token ID and token secret
A NetSuite account ID
A NetSuite script bundle and deploy bundle ID
A NetSuite report ID
Each of these items is discussed in more detail in the next two sections.
Installing the NetSuite Bundle
Before you can connect to NetSuite data using this connector, you must first install the Domo Data Connection 2.0 bundle from NetSuite.
To install the bundle,
In NetSuite, select Customization > SuiteBundler > Search & Install Bundles.
In the Keywords section, search for "Domo."
Click the search result for "Domo Data Connection 2.0."
Select Customization > SuiteBundler > Search & Install Bundles > List.
Locate "Domo Data Connection 2.0" in the list.
Make sure the install status is complete, indicated by a green checkmark.
Connecting to Your NetSuite Data in Domo
This section enumerates the options in the Credentials and Details panes in the NetSuite App TBA Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
This pane contains fields for to connecting to your NetSuite account. Each connection option is discussed in detail in continuation.
Once you have connected to NetSuite, you can use the same account any time you go to create a new NetSuite App TBA DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Obtaining Your Token ID and Token Secret
To create a Token and ID and Token Secret,
In NetSuite, choose the role you want to access data in.
Go to your main page by clicking the house icon in the top left corner of the screen.
In the Settings box in the bottom left corner, click Manage Access Tokens.
Note: If you have not configured your role to use access tokens, you will not see the Manage Access Tokens link. To enable access tokens for your role, do the following:
Navigate to Setup > Company > Enable Features, then open the SuiteCloud tab.
Under Manage Authentication, enable Token-Based Authentication.
Click New Access Token and choose "Domo Data Connection 2.0."
Choose a token name.
Your Token ID and Token Secret should appear under the other information.
Store the newly generated credentials securely (they will not be shown again).
Finding Your Account ID
To find your account ID, select Setup > Integration > Web Services Preferences in NetSuite.
Your account ID will be located under "Primary Information."
Finding Your Script ID and Deploy ID
To find your script ID and deploy ID,
In Netsuite, select Customization > Scripting > Scripts.
Locate "Domo Data Connection 2.0" either by scrolling through the results or typing "netsuite2dot0.js" in the Script File box at the top.
Click Deploy Script and follow instructions to get to the Script Deployment page. The External URL on this page will provide the script and deploy ID where the Script ID is the XXXX in 'script=XXXX' and the Deploy ID is the X in 'deploy=X'.
This pane contains Report menu.
|Saved Search ID||Provide the custom search ID for the NetSuite saved search you want to pull into Domo.|
Search Type (optional)
Select the Search Type. If you wish to have no search type, select the blank option at the top and click Save.
Note: Search Type is only necessary if the Saved Search is a standalone search type, otherwise it is optional.
A standalone search type is a search type that does not have a corresponding record type.
The NetSuite App TBA connector only pulls in data from saved searches.
To find the report ID for a saved search,
In Netsuite, select Reports > Saved Searches > All Saved Searches.
Locate the report you want to pull data from.
Copy the ID found in the ID column corresponding to the saved search you want.
This will be in the form customsearchXXXX , where XXXX is the report ID.
Tip: If the ID from the ID column does not work, click View and use the saved search ID in the URL.
- Saved searches will never connect to NetSuite financial statements because of balancing entries that NetSuite doesn't expose in the Saved Search results.
- The NetSuite API doesn't support saved reports. Hence, if you try to run a Saved Search pointing to a saved report, you will get an error.
I'm trying to run a Saved Search report but receiving an error "Domo is ready, but the details you entered are invalid. Verify the dataset details and try again." Why?
This is happening because of the NetSuite API limitation. The saved searches don't connect to NetSuite financial statements because of balancing entries that NetSuite doesn't expose in the Saved Search results. The NetSuite API doesn't support saved reports. Hence, if you try to run a Saved Search pointing to a saved report, you will get an error.
Is it mandatory to select a Search Type for the Saved Search report?
Search Type is only necessary if the Saved Search is a standalone search type, otherwise it is optional. A standalone search type is a search type that does not have a corresponding record type.
Why do I need a script ID?
NetSuite requires a script to access their information (through Saved Searches). Domo's NetSuite App TBA connector interacts with this script to get your data.
What is the difference between this connector and other NetSuite connectors?
NetSuite App TBA uses the new version of the NetSuite API, which supports many new features. While this connector uses some of these new features to more efficiently provide data, it has the same functionality as the other NetSuite connectors.
How do I know my NetSuite data is being accessed securely?
The NetSuiteAppTBA uses token-based authentication, so Domo never sees your actual credentials. Your token can be revoked at any time through the NetSuite UI.
How do I know which NetSuite role the connector is using?
NetSuite roles are attached to the tokens you create. To use a different role in the NetSuite connector, you must create a new token in the role you desire. To do so...
Hover over your name in the top right corner, then choose the role you wish to use from the dropdown.
Follow the directions to create a token in this role.