Integrate.io ETL can read data in your NetSuite account using JDBC connectivity. The SuiteAnalytics Connect option should be enabled in your account. Get the connection information to your account through Settings -> Set Up SuiteAnalytics Connect -> Your Configuration.
To create a NetSuite JDBC(Source) connection in Integrate.io ETL:
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Click the Connections icon (lightning bolt) on the top left menu.
- To create a connection, click New connection.
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- Choose NetSuite JDBC(Source).
- In the new NetSuite JDBC(Source) connection window, name the connection and enter the connection information:
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Name - name for the new connection
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Hostname - copy from SuiteAnalytics Connect configuration (see image below)
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Port - copy from SuiteAnalytics Connect configuration (see image below)
- User name - your NetSuite user name.
- Password - your NetSuite password.
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Service data source - copy from SuiteAnalytics Connect configuration (see image below).
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Account ID - copy from SuiteAnalytics Connect configuration (see image below).
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Role ID - copy from SuiteAnalytics Connect configuration (see image below).
- Then, test the NetSuite connection by clicking Test connection. Once the connection tests successful, click Create connection.
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You can find the connection information needed above in the SuiteAnalytics Connect configuration panel shown here:
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- Create a new role. Go to Setup > Users/Roles > Manage Roles > New.
- Enter a name for this role. Select Permissions tab and then click Setup tab and assign following permissions:
- Log in using Access Tokens
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SuiteAnalytics Connect
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Note: The 'Subsidiary Restriction' section may limit access to certain records you wish to retrieve. Depending on the type of subsidiary structure your organization operates under, you should carefully select these options to ensure you obtain the desired data.
- Grant an access to the selected tables. On the same role creation page, go to Lists tab and select tables.
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Note: The screenshot below is demonstrating how to enable access to the Account table. Before proceeding, we recommend coordinating with your business team to determine the complete list of NetSuite tables required for your integration. Once the list is finalized, please contact your NetSuite Account Manager for assistance in configuring the appropriate permissions to ensure all relevant tables are both visible and accessible for integration purposes.
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Assign the Roles to the selected User. Select Access tab and then add following roles under Roles tab:
- The role that has just been created from previous step
- Data Warehouse Integrator role
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- Configure DB connection in Integrate.io ETL. Enter connection information (see steps "To create a Netsuite connection in Integrate.io ETL" from above ) along with Netsuite2.com as Service data source and Role ID from the role that we just created from step 2.