How Can I Add a Custom Record Table?

Question

How can I add a custom record table to my NetSuite SuiteAnalytics connection schema?

Environment

Connector: NetSuite SuiteAnalytics

Answer

To add a custom record table to your NetSuite SuiteAnalytics connection:

1. Ensure the dedicated Fivetran role assigned to the authenticating NetSuite user has the following permissions:

   • SuiteAnalytics Connect for data access
   • Custom Record Types for access to custom records
   • View access to the custom record, such as Profit Center or the relevant custom segment

2. In Fivetran, refresh the connection's metadata:

   i. Go to your NetSuite SuiteAnalytics connection page.

   ii. Select the Settings tab.

   iii. Save & Test.

3. Include the table in your connection schema and re-sync its historical data:

   i. Select the Schema tab.

   ii. Select the checkbox next to the custom record table, then click Re-sync.

   iii. In the confirmation pop-up, click Start re-sync.

   iv. Click Save changes.

For more information about configuring roles and permissions, see NetSuite SuiteAnalytics Setup Guide.