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Connecting to NetSuite

This guide provides a step-by-step approach to effortlessly connecting NetSuite with skyData. The NetSuite Connector automates data exchange between NetSuite and platforms like e-commerce, 3PL, and POS systems. It streamlines order, inventory, and customer data syncs with customizable settings, secure authentication, and a user-friendly dashboard boosting efficiency and reducing manual work. The connector is designed to be flexible and scalable, making it ideal for businesses looking to optimize operations across multiple systems. The NetSuite Connector in skyData enables seamless integration with Oracle NetSuite, a cloud based ERP platform used for financial management, accounting, and operations. It allows organizations to ingest and sync financial and account-related data such as transactions, general ledger, and vendor records—using secure APIs. The connector supports service account credentials, automated scheduling, and data transformation to streamline integration into Skypoint’s unified data models, enhancing analytics capabilities and AI-driven financial insights

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Prerequisite

You will need the following details to configure and import data using NetSuite
  • Account ID
  • Consumer key
  • Token ID
  • Consumer secret
  • Token secret
  • User

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To Import data using NetSuite connector

Follow the below steps to create a new dataflow for the NetSuite import connector:
  1. Go to Dataflow > Imports.
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  1. Click New dataflow.
The Set dataflow name page appears. Alt image
  1. Enter Dataflow name in the Name text area.
  2. Click Next.
The Choose connector page appears. Alt text

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Add NetSuite connector

  1. On the Choose Connector page, use the Search feature to locate and select the NetSuite Connector.
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  1. Enter the Display Name for your dataflow in the text area.
  2. You can add a Description in the text area.
  3. Click Next to proceed.
The Configuration page appears. Alt image

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Connect to the NetSuite account

  1. Fill in the required details on the Configuration page.
  2. Click Connect.
Once the connection is established, you can use the connector to import data from a table in NetSuite. Alt image
  1. Scroll down to the Table Details section, select the checkboxes for the tables you wish to import, and use the dropdown menu to label them as either Data or Metadata.
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In the Table Details section, by default, all tables are selected. You can mark only those tables that you want to import and process the data. For example, to import customer data, you can check those tables which contain customer information, such as name, email, address, and contact details.
  1. Click Save to apply the changes.
Alt image After saving the connection, the NetSuite connector appears on the Dataflow > Imports page.

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Run, edit, and delete the imported data

Once the table is imported, you can execute, modify, and remove the imported table from the Dataflow. Follow the below steps:
  1. Go to the Dataflow > Imports page.
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  1. Select the horizontal ellipsis under the Actions column and do the following:
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You can see the error message corresponding to failure while importing data from a data source in the Dataflow under Run History > Description. Also, you can see the status, start time, and end time for the execution of the data pipeline.

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Next step

After completing the data import, start the Master Data Management (MDM) - Resolve process to create a single, unified view of the data. With SkyPoint MDM, you can ensure that your data is accurate, consistent, and reliable, making it easier to use for business processes, analytics, and reporting.