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NetSuite SuiteAnalytics

NetSuite SuiteAnalytics

Setup Guide

Follow these steps to connect NetSuite SuiteAnalytics to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type NetSuite SuiteAnalytics into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter the following information:

    • Server—the host name or IP address of the server.

    • AccountId—the company account your username is associated with on NetSuite.

    • RoleId—the InternalId of the role that is used to log in to NetSuite. Obtain the RoleId by logging in to NetSuite and navigating to Setup > Integration > Web Services Preferences. The RoleId is displayed next to the specified role.

    • User—the NetSuite SuiteAnalytics username for authentication

    • Password—the user password

  6. At the top of the CData Connect Cloud Add NetSuite SuiteAnalytics Connection page, click Save & Test.

    • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.