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NetSuite is a cloud-based business management software suite that includes ERP, financials, CRM, and e-commerce capabilities. It provides a comprehensive solution for managing business operations, financial data, and customer relationships.

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Configuring NetSuite as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the NetSuite option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

You’ll need your NetSuite API credentials for this connection. These can be obtained from your NetSuite account’s Setup > Integration > Manage Integrations section. Once you have them, add the following credentials:
  • Consumer Key: Your NetSuite consumer key for API authentication, obtained from a TBA integration record.
  • Consumer Secret: Your NetSuite consumer secret for API authentication, obtained from a TBA integration record.
  • Token ID: Your NetSuite token ID for API authentication, obtained when creating a TBA token associated with the integration record created above.
  • Token Secret: Your NetSuite token secret for API authentication, obtained when creating a TBA token associated with the integration record created above.
  • Account ID: Your NetSuite account ID. This can be extracted from your NetSuite URL. For example, if your URL is https://123456.app.netsuite.com/ your account ID will be 123456.
  • Date Filter Format: The date format to use for incremental syncs. Choose from: YYYY/MM/DD, DD/MM/YYYY, MM/DD/YYYY (This must match your NetSuite account configuration)
This connector uses Token Based Authentication (TBA). Follow this tutorial to know more on how to create these credentials.

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2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you. The available streams are:
  • Customers
  • Transactions
  • Items
We use NetSuiteQL language to query your data, which allows for an efficient extraction process. The only limitation is that the data for each column returns as string, being necessary further processing to parse data to appropriate types (ex. numbers, dates, etc)
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new or modified data since the last sync - which is good for maintaining an efficient data pipeline.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if you want to ensure complete data accuracy.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently your NetSuite data is updated and how current you need your analytics to be. Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

Below you’ll find all available data streams from NetSuite and their corresponding fields:
Stream for fetching customer information from NetSuite.Key Fields:
  • id: The customer’s system ID
  • links: Links associated with the customer
  • companyname: Company name
  • firstname: First name
  • lastname: Last name
  • email: Email address
  • phone: Phone number
  • currency: Currency ID
  • entityid: Entity ID
  • externalid: External ID
  • datecreated: Date customer was created
  • lastmodifieddate: Last modified date
  • entitystatus: Entity status
  • language: Language code
  • isperson: Person flag
  • isinactive: Inactive flag
  • oncredithold: Credit hold flag
  • creditholdoverride: Credit hold override status
  • balancesearch: Customer balance
  • defaultbillingaddress: Default billing address ID
  • defaultshippingaddress: Default shipping address ID
  • shippingcarrier: Shipping carrier
  • custom_fields: Array of custom fields with name and value pairs
Stream for fetching transaction records from NetSuite.Key Fields:
  • id: The transaction’s system ID
  • type: Transaction type
  • tranid: Transaction ID
  • trandate: Transaction date
  • status: Status
  • entity: Entity ID
  • currency: Currency ID
  • amountunbilled: Unbilled amount
  • foreignamountpaid: Foreign amount paid
  • foreignamountunpaid: Foreign amount unpaid
  • foreigntotal: Total in foreign currency
  • taxtotal: Tax total
  • totalaftertaxes: Total after taxes
  • createddate: Creation date
  • lastmodifieddate: Last modified date
  • closedate: Close date
  • duedate: Due date
  • billingaddress: Billing address ID
  • billingstatus: Billing status
  • shipcarrier: Shipping carrier
  • shipdate: Ship date
  • shippingaddress: Shipping address ID
  • memo: Memo text
  • createdby: Created by user ID
  • lastmodifiedby: Last modified by user ID
  • custom_fields: Array of custom fields with name and value pairs
Stream for fetching item records from NetSuite.Key Fields:
  • id: The item’s system ID
  • itemid: Item ID code
  • displayname: Display name
  • description: Item description
  • itemtype: Type of item
  • subtype: Item subtype
  • cost: Cost
  • averagecost: Average cost
  • lastpurchaseprice: Last purchase price
  • costestimatetype: Cost estimate type
  • expenseaccount: Expense account
  • incomeaccount: Income account
  • intercoexpenseaccount: Intercompany expense account
  • intercoincomeaccount: Intercompany income account
  • purchaseunit: Purchase unit
  • saleunit: Sales unit
  • unitstype: Units type
  • weightunits: Weight units
  • isinactive: Inactive flag
  • isonline: Online flag
  • isdropshipitem: Dropship item flag
  • isfulfillable: Fulfillable flag
  • isspecialorderitem: Special order flag
  • createddate: Creation date
  • lastmodifieddate: Last modified date
  • subsidiary: Subsidiaries
  • department: Department
  • custom_fields: Array of custom fields with name and value pairs
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