NetSuite

Prerequisites for Configuring NetSuite Data Source

Initial Setup

1. Login into your NetSuite account
2. Go to Setup » Company » Company Information
3. Copy your Account ID (Realm)
   • Production: Should look like 1234567
   • Sandbox: Should look like 1234567_SB2

Enable Required Features

1. Go to Setup » Company » Enable Features
2. Click on SuiteCloud tab
3. In SuiteScript section, enable:
   • CLIENT SUITESCRIPT
   • SERVER SUITESCRIPT
4. In Manage Authentication section, enable:
   • TOKEN-BASED AUTHENTICATION
5. In SuiteTalk section, enable:
   • REST WEB SERVISES
6. Save the changes

Create Integration

1. Go to Setup » Integration » Manage Integrations » New
2. Fill the Name field (recommended: insightsiq-rest-integration)
3. Ensure State is enabled
4. Enable Token-Based Authentication
5. Save changes
6. Copy the Consumer Key and Consumer Secret when shown

Setup Role

1. Go to Setup » Users/Roles » Manage Roles » New
2. Fill the Name field (recommended: insightsiq-integration-role)
3. In Permissions tab, add the following with full or view access:
   • (REQUIRED) All Transactions dropdown entities
   • (REQUIRED) All Reports dropdown entities
   • (REQUIRED) All Lists dropdown entities
   • (REQUIRED) All Setup dropdown entities

Note: Edit these permissions when you rename or customize any Object in NetSuite for insightsiq-integration-role.

Setup User

1. Go to Setup » Users/Roles » Manage Users
2. Click on the target user's name
3. Click Edit
4. In Access tab, select the insightsiq-integration-role
5. Save changes

Create Access Token

1. Go to Setup » Users/Roles » Access Tokens » New
2. Select:
   • Application Name
   • User (assigned with insightsiq-integration-role)
   • Role (assigned to the user)
   • Token Name (recommended: insightsiq-rest-integration-token)
3. Save changes
4. Copy the Token ID and Token Secret when shown

Configuring NetSuite Data Source

1. Select the Source Type as NetSuite

NetSuite Basic Configuration

2. Fill in the required details:

• Realm (Account Id) - Enter the NetSuite realm

  • Production Example: 2344535
  • Sandbox Example: 2344535_SB1

• Consumer Key - Enter the Consumer key

• Consumer Secret - Enter the Consumer Secret key

• Token Key (Token Id) - Enter the Token ID

• Token Secret - Enter the Token Secret

• Object Types - Specify the API names of the NetSuite objects you want to sync

  • Example: customer, salesorder
  • Note: Setting this speeds up the connection setup process

• Start Date - Starting point for your data replication

  • Format: "YYYY-MM-DDTHH:mm:ssZ"
  • Example: 2017-01-25T00:00:00Z

• Window in Days - The amount of days used to query the data with date chunks. Set smaller value if you have lots of data.

NetSuite Advanced Configuration

3. Click on Test Connection to verify if the connection is established successfully.