NetSuite SuiteAnalytics Setup Guide

Find your service host, port, and account ID

1. Log in to your NetSuite account.
2. In the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.
3. Click Your Configuration. Your service host, port, and account ID information appear.
4. Make a note of your host, port and account ID. You will need them to configure Fivetran.

Enable Token-Based Authentication

1. In your NetSuite dashboard, go to Setup > Company > Enable Features.

   

2. On the SuiteCloud tab of the Enable Features page, check Client SuiteScript in the SuiteScript section.

   

3. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.

4. On the SuiteCloud tab of the Enable Features page, check Server SuiteScript in the SuiteScript section.

5. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.

6. On the SuiteCloud tab of the Enable Features page, check the Token-Based Authentication in the Manage Authentication section.

   

7. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.

8. Click Save.

NOTE: For more information on enabling token-based authentication, see NetSuite's documentation.

Create Integration Record

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

   

2. Enter the name and optional description.(We recommend "FivetranIntegration").

3. Ensure State is Enabled.

   

4. Under the Authentication tab, check Token-based Authentication and uncheck all other options.

5. Click Save.

6. 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.

NOTE: For more information on creating integration records, see NetSuite's documentation.

Assign permissions to a user

1. Navigate to Setup > Users/Roles > Manage Roles > New.

   

2. Enter a memorable name in the Name input field for the role. (We recommend "FivetranRole").

3. Scroll down to the Permissions tab, click the Setup tab and add the following permissions:

   • Log in using Access Tokens
   • SuiteAnalytics Connect

   

4. Click Save.

5. Navigate to Setup > Users/Roles > Manage Users.

   

6. 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.

7. Click on the username to open the user details page.

8. Click Edit.

9. 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

   

10. Click Save.

Create Access Token

1. Log in as an administrator or a user with the Access Token Management permission. Go to Setup > Users/Roles > Access Tokens and click New.

   

2. Select Application Name you specified when creating the Integration record ("FivetranIntegration" in the example).

3. Select User you have assigned the created role.

4. Select Data Warehouse Integrator from the Role menu.

5. Click Save and make a note of the Token ID and Token Secret displayed. You will need them to configure Fivetran.

   

NOTE: For more information on creating access tokens, see NetSuite's documentation

Get the Data Warehouse Integrator Role ID

1. In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Roles.

2. 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 configuration

1. Enter your chosen destination schema name in the connector setup form.

2. (Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.

   IMPORTANT: In a Hybrid Deployment setup, connectors store the checksum files required for capturing deletes in the local environment where the Hybrid Deployment Agent runs. These files are located in a directory named controller_id_<schema_name>, which is stored in your persistent local storage (for Docker and Podman) or in the Persistent Volume Claim (for Kubernetes). Do not modify this folder under any circumstances.

3. Enter Service Host, Service Port, and Account ID you found.

4. Select NetSuite2.com as the Data Source.

5. Enter Consumer key and Consumer secret you found.

6. Enter Token ID and Token secret you found.

7. Enter Role ID you found.

8. Click Save & Test. Fivetran will take it from here and sync your data from your NetSuite SuiteAnalytics account.

IMPORTANT: NetSuite has announced end of support for the NetSuite.com data source. Fivetran will continue to support the new and existing NetSuite.com connectors until Netsuite.com is no longer available. However, to ensure uninterrupted access to your data, we recommend that you set up your connector for the NetSuite2.com data source.

Find your service host, port, and account ID

1. Log in to your NetSuite account.
2. In the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.
3. Click Your Configuration. Your service host, port, and account ID information appear.
4. Make a note of your host, port and account ID. You will need them to configure Fivetran.

Create a role

1. 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.

   

2. Enter a memorable name in the Name input field for the role. (We recommend "Fivetran").

   

3. 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.

4. Select Permissions > Setup near the bottom of the page and expand the drop-down menu to set system-wide permissions.

   

5. 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

   

6. Click Save.

Set table permissions

1. 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.

   

2. 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.

   

3. Select the required permissions and click Add. By default, table permissions should have the View permission level, that is, be read-only.

   

4. 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.

(Optional) Set additional table permissions

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:

1. In your NetSuite dashboard, go to the Chart of Accounts page by selecting Lists > Accounting > Accounts.

2. Find the Account you want to add and note its Type. In the example screenshot, Accumulated Depreciation has a type of Deferred Expense.

   

3. Select Setup > Users/Roles > Manage Roles, and then click Edit beside the relevant role's name on the Manage Roles page displayed.

   

4. Select Deferred Expense Registers from the Lists drop-down menu of the Permissions tab.

   

5. 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 user

1. 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.

2. In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Users.

   

3. Select the user you would like Fivetran to use.

   

4. Click Edit.

   

5. Scroll-down slightly and select the Access tab.

6. Make sure the Give Access box is checked.

   

7. Expand the Role drop-down list on the Roles tab and select the Fivetran role. Then click Add and Save.

   

Get the Role ID

1. In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Roles.

2. 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.

   

Finish Fivetran configuration

1. Enter your chosen destination schema name in the connector setup form.

2. (Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.

   IMPORTANT: In a Hybrid Deployment setup, connectors store the checksum files required for capturing deletes in the local environment where the Hybrid Deployment Agent runs. These files are located in a directory named controller_id_<schema_name>, which is stored in your persistent local storage (for Docker and Podman) or in the Persistent Volume Claim (for Kubernetes). Do not modify this folder under any circumstances.

3. Enter Service Host, Service Port, and Account ID you found.

4. Select NetSuite.com as the Data Source.

5. Enter Email and Password.

6. Enter Role ID you found.

7. Click Save & Test. Fivetran will take it from here and sync your data from your NetSuite SuiteAnalytics account.