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Domo Knowledge Base

NetSuite SuiteAnalytics Connector

Version 17

 

Intro

NetSuite creates products for enterprise resource planning, financial management, e-commerce, and customer relationship management. You can use Domo's NetSuite SuiteAnalytics Connect Connector to pull data from tables you have access to through NetSuite using custom SQL queries. For more information about NetSuite SuiteAnalytics, visit their website. (http://www.netsuite.com/portal/products/business-intelligence.shtml)

The NetSuite Suite Analytics connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to NetSuite in the Data Center. This topic discusses the fields and menus that are specific to the NetSuite SuiteAnalytics Connect 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.

Note: This connector does not allow you to retrieve already created Saved Searches. If you need to see the same results provided by these Save Search reports in Domo, you should create a new DataSet for each raw table involved in your end results and use Domo’s ETL tools to combine these DataSets.   

 

Primary Use Cases

Use this connector to pull data from tables you access through NetSuite using custom SQL queries.

Primary Metrics

  • Revenue

  • Cost

  • Projected Revenue

  • Customer/Lead Dates

Primary Company Roles

  • Finance (P&L data)

  • Sales managers

Average Implementation Time

5-10 hours

Ease of Use (on a 1-to-10 scale with 1 being easiest)

6

Prerequisites

To connect to NetSuite and create a DataSet, you must have the following:

  • Access to the SuiteAnalytics API, which you or your company must have purchased already (you can check to see if you have access by opening NetSuite Help Center in your NetSuite instance) 

  • Your NetSuite username and password

  • The name of your NetSuite Service Host

  • The number of your NetSuite Service Port

  • Your NetSuite DataSet

  • Your NetSuite Role ID

  • Your NetSuite Account ID

You can find instructions for configuring SuiteAnalytics Connect by opening Suite Analytics (Dashboards, Searches, & Reports) > SuiteAnalytics Connect > Introducing SuiteAnalytics Connect > Getting Started.

Your Service Host, Service Port, DataSet, Role ID, and Account ID can be found in the "SuiteAnalytics Connect: JDBC Driver Setup" screen in NetSuite. Follow these instructions to access this screen:

  1. Sign into Netsuite at https://system.netsuite.com/pages/login.jsp.

  2. Click Set Up SuiteAnalytics Connect, which is located under Settings in the bottom left corner of the screen.

  3. Click JDBC.

  4. Click Default Configuration.

  5. Copy all of the information into the required fields in Domo.  

Connecting to NetSuite SuiteAnalytics Connect

This section enumerates the options in the Credentials and Details panes in the NetSuite SuiteAnalytics Connect 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.

Credentials Pane

This pane contains fields for entering credentials to connect to your database. The following table describes what is needed for each field:  

Field

Description

Service Host

Enter the name of your NetSuite Service Host. For more information, see "Prerequisites," above.

Service Port

Enter your NetSuite Service Port number. For more information, see "Prerequisites," above.

Service DataSet

Enter the name of your NetSuite Service DataSet. For more information, see "Prerequisites," above.

Username

Enter your NetSuite username.

Password

Enter your NetSuite password.

Role ID

Enter your NetSuite Role ID number. For more information, see "Prerequisites," above.

Account ID

Enter your NetSuite Account ID number. For more information, see "Prerequisites," above.

Once you have entered valid NetSuite credentials, you can use the same account any time you go to create a new NetSuite SuiteAnalytics Connect 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.

Details Pane

In this pane you create an SQL query to retrieve data from NetSuite database tables.

Menu

Description

Query

Enter the Structured Query Language (SQL) query to use in selecting the data you want. For example:

select * from Employees

You can see the available columns to use in building a query by selecting the desired table in the Database Tables menu. The columns for that table then appear in the Table Columns field.

Database Tables

Select a database table to see the columns in that table in the Table Columns field.

Table Columns

Browse to see the available columns in the table selected in the Database Tables menu. You can also select columns. Selected columns appear in the sample SQL query in the Query Helper field.

Query Helper

Use this to help build SQL queries. When you select a column in the Table Columns field, a sample query referencing that column appears in this field. If you select additional columns, those columns are added to the query. You can edit the sample query as desired. Queries you build here can be copied and pasted into the Query field for use in retrieving data.

 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

  • You can find field IDs in NetSuite by clicking on a given label. For example, if you have a field whose label was changed to from "Category" to "Class," you can navigate to a customer record and click on the "Class" label. You should see “Category” as the field ID within a pop-up.

  • Even though Field IDs might display in the connector configuration, the API will not return data that a user does not have access to. Likewise, if a user has filtered settings, e.g. to only see Income Statement accounts and not Balance Sheet accounts, only permissioned data will return (so the user would not get balance sheet accounts in the DataSet). Data access is managed by a NetSuite Admin within a customer's organization.

  • You may not have access to all the available data in your NetSuite instance. If you try to pull data that you don’t have access too, you will get an error or incomplete results. If this happens, you may have to talk to a NetSuite administrator to get access to the specific data.