NetSuite SuiteAnalytics Setup Guide link
NOTE: Our NetSuite SuiteAnalytics connector supports both the NetSuite.com and NetSuite2.com data sources. To set up your NetSuite SuiteAnalytics connector using the NetSuite2.com data source, do the following steps as shown in the tutorial below:
Follow our setup guide to connect NetSuite SuiteAnalytics to Fivetran.
Prerequisiteslink
To connect NetSuite SuiteAnalytics to Fivetran, you need the following:
- A NetSuite administrative account
- The SuiteAnalytics Connect Service enabled with access to either the NetSuite.com or NetSuite2.com data source
- If you choose the NetSuite.com data source:
- A NetSuite login email
- A NetSuite password
- A list of permissions required for the NetSuite tables you want to sync
NOTE: Gathering these permissions is often complex. We recommend that you work with your NetSuite administrator to determine which ones are relevant for your needs. Alternatively, you can use the Excel spreadsheet found in the NetSuite Permission Documentation to generate this list yourself.
Setup instructionslink
Find your service host, port, and account IDlink
Log in to your NetSuite account.
In the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.
Click Your Configuration. Your service host, port, and account ID information appear.
Make a note of your host, port and account ID. You will need them to configure Fivetran.
Configure NetSuite.com data source (alternative)link
NOTE: If you want to use the NetSuite2.com data source, skip this step.
To use the NetSuite.com data source, you need to configure your NetSuite.com data source and obtain credentials.
Expand for instructions
Create a rolelink
In the menu bar at the top of your NetSuite dashboard, select Setup > Users/Roles > Manage Roles > New to create a new role for Fivetran.
Enter a memorable name in the Name input field for the role. (We recommend "Fivetran").
Set system-wide permissions for the rolelink
In your NetSuite dashboard, after you have named the role, scroll down to the bottom of the page to set permissions for the role. You must first set system-wide permissions.
Select Permissions > Setup near the bottom of the page and expand the drop-down menu to set system-wide permissions.
To add the required system-level permissions, select each of the following permissions from the drop-down menu and click Add:
- Custom Body Fields
- Custom Column Fields
- Custom Entity Fields
- Custom Event Fields
- Custom Item Fields
- Custom Record Types
- Deleted Records
- SOAP Web Services
- SuiteAnalytics Connect
Set table permissionslink
In your NetSuite dashboard, select Setup > Users/Roles > Manage Roles, and then click Edit beside the relevant role's name on the Manage Roles page displayed.
Select the permissions for the tables you wish to add. You will find these permissions under either the Transactions, Lists, Setup or Custom Record subcategories, depending on the types of tables.
Select the required permissions and click Add. By default, table permissions should have the View permission level, that is, be read-only.
After you have added the permissions, click Save.
NOTE: After Fivetran completes the initial sync, look under your NetSuite connection's Status tab in your Fivetran dashboard. It will list all the available tables. It will display the name of the required permission for any table that it could not access. Add the required permissions.
Set additional table permissions (optional)link
Some tables, such as Accounts, are tied to multiple permissions. You must add these additional permissions for the role to see all the content in the table. As an example, you can do the following to determine the additional permissions you need for Accounts:
In your NetSuite dashboard, go to the Chart of Accounts page by selecting Lists > Accounting > Accounts.
Find the Account you want to add and note its Type. In the example screenshot, Accumulated Depreciation has a type of Deferred Expense.
Select Setup > Users/Roles > Manage Roles, and then click Edit beside the relevant role's name on the Manage Roles page displayed.
Select Deferred Expense Registers from the Lists drop-down menu of the Permissions tab.
Click Add to add the permission.
You can check if you added the right permissions by logging in as a user with the new role and checking if you see all the data that you want.
Connect the Role to a userlink
Decide which NetSuite user you want to connect to Fivetran. It is best to create a dedicated user for the Fivetran role because only one connection at a time is allowed by a given user. A connection conflict will cause your Fivetran sync to fail.
NOTE: You can use a NetSuite user that has two-factor authentication (2FA) enabled or disabled.
In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Users.
Select the user you would like Fivetran to use.
Click Edit.
Scroll-down slightly and select the Access tab.
Make sure the Give Access box is checked.
Expand the Role drop-down list on the Roles tab and select the Fivetran role. Then click Add and Save.
Get the Role IDlink
In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Roles.
Find the Internal ID of the role in the role list table on the Manage Roles page and make a note of it. You will need it to configure Fivetran.
Configure NetSuite2.com data source (alternative)link
NOTE: If you want to use the NetSuite.com data source, skip this step.
To use the NetSuite2.com data source, you need to configure your NetSuite2.com data source and obtain credentials.
Expand for instructions
Enable Token-Based Authenticationlink
- In your NetSuite dashboard, go to Setup > Company > Enable Features.
- On the SuiteCloud tab of the Enable Features page, check Client SuiteScript in the SuiteScript section.
- Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.
- On the SuiteCloud tab of the Enable Features page, check Server SuiteScript in the SuiteScript section.
- Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.
- On the SuiteCloud tab of the Enable Features page, check the Token-Based Authentication in the Manage Authentication section.
- Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.
- Click Save.
For more information on enabling token-based authentication, see NetSuite's documentation.
Create Integration Recordlink
- Go to Setup > Integration > Manage Integrations > New.
- Enter the name and optional description.(We recommend "FivetranIntegration").
- Ensure State is Enabled.
- Under the Authentication tab, check Token-based Authentication and uncheck all other options.
- Click Save.
- The system will display Consumer Key and Consumer Secret. Make a note of them. You will need them to configure Fivetran.
IMPORTANT: Safely store these details. After you leave this page, they cannot be retrieved from the system. If you lose or forget these credentials, you will need to reset them to obtain new values.
For more information on creating integration records, see NetSuite's documentation.
Assign permissions to a userlink
- Navigate to Setup > Users/Roles > Manage Roles > New.
- Enter a memorable name in the Name input field for the role. (We recommend "FivetranRole").
- Scroll down to the Permissions tab, click the Setup tab and add the following permissions:
- Log in using Access Tokens
- SuiteAnalytics Connect
- Click Save.
- Navigate to Setup > Users/Roles > Manage Users.
- Decide which NetSuite user you want to connect to Fivetran.
NOTE: You can use a NetSuite user that has two-factor authentication (2FA) enabled or disabled.
- Click on the username to open the user details page.
- Click Edit.
- Scroll down to the Access tab and click it. Ensure the Give Access box is checked. Add the following roles under the Roles tab:
- the created dedicated Fivetran role ("FivetranRole" in the example)
- the system Data Warehouse Integrator role
- Click Save.
Create Access Tokenlink
- Log in as an administrator or a user with the Access Token Management permission. Go to Setup > Users/Roles > Access Tokens and click New.
- Select Application Name you specified when creating the Integration record ("FivetranIntegration" in the example).
- Select User you have assigned the created role.
- Select Data Warehouse Integrator from the Role menu.
- Click Save and make a note of the Token ID and Token Secret displayed. You will need them to configure Fivetran.
For more information on creating access tokens, see NetSuite's documentation
Get the Data Warehouse Integrator Role IDlink
In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Roles.
Find the Internal ID of the Data Warehouse Integrator role in the role list table on the Manage Roles page and make a note of it. You will need it to configure Fivetran.
Finish Fivetran configurationlink
Enter your chosen destination schema name in the connector setup form.
Enter Service Host, Service Port, and Account ID you found in Step 1.
Select the Data Source you want to use.
- If you select NetSuite.com, enter Email and Password
- If you select NetSuite2.com:
- Enter Consumer key and Consumer secret you found in the Create Integration Record step.
- Enter Token ID and Token secret you found in the Create Access Token step.
Enter Role ID you found:
- in the Get the Role ID step if you use the NetSuite.com data source
- in the Get the Data Warehouse Integrator Role ID step if you use the NetSuite2.com data source
Click Save & Test. Fivetran will take it from here and sync your data from your NetSuite SuiteAnalytics account.
Related articleslink
description Connector Overview
account_tree Schema Information
settings API Connector Configuration