Allowing Xplenty access to NetSuite

Xplenty 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 connection in Xplenty:

    1. Click the Connections icon (lightning bolt) on the top left menu.
    2. To create a connection, click New connection. Screen+Shot+2020-03-16+at+3.44.54+PM.jpg
    3. Choose NetSuite.
    4. In the new NetSuite connection window, name the connection and enter the connection information:
  • Name - name for the new connection
  • Service host - copy from SuiteAnalytics Connect configuration (see image below).
  • User name - your NetSuite user name.
  • Password - your NetSuite password. 
  • Service port - copy from SuiteAnalytics Connect configuration (see image below).
  • Service data source - copy from SuiteAnalytics Connect configuration (see image below).
  • Account ID - copy from SuiteAnalytics Connect configuration (see image below).
  • 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. undefined

You can find the connection information needed above in the SuiteAnalytics Connect configuration panel shown here:

undefined

To setup Netsuite2.com as data source:

  1. Create a new role. Go to Setup > Users/Roles > Manage Roles > New.
    undefined
  2. Enter a name for this role. Select Permissions tab and then click Setup tab and assign following permissions:
    • Log in using Access Tokens
    • SuiteAnalytics Connect
      undefined
  3. Grant an access to the selected tables. On the same role creation page, go to Lists tab and select tables.
    undefined
  4. 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 
      undefined
  5. Configure DB connection in Xplenty. Enter connection information (see steps "To create a Netsuite connection in Xplenty" from above ) along with Netsuite2.com as Service data source and Role ID from the role that we just created from step 2.
    undefined