NetSuite

Version 24.1.8910


NetSuite


You can use the NetSuite connector from the CData Sync application to capture data from NetSuite and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the NetSuite Connector

To enable Sync to use data from NetSuite, you first must add the connector, as follows:

  1. Open the Connections page of the Sync dashboard.

  2. Click Add Connection to open the Select Connectors page.

  3. Click the Sources tab and locate the NetSuite row.

  4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the NetSuite connector. For more information about installing new connectors, see Connections.

Authenticate to NetSuite

After you add the connector, you need to set the required properties.

  • Connection Name - Enter a connection name of your choice.

  • Account Id - Enter the identifier for your NetSuite account.

  • Schema - Select the schema for your account:

    • SuiteTalk (default)

    • SuiteQL

CData Sync supports authenticating to NetSuite in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

  • Token (default)

  • Basic (available only with the SuiteTalk schema)

  • OAuth (available only with the SuiteQL schema)

Token

  1. Create an OAuth access token in NetSuite (if you do not have one already), as follows:

    1. Log in as an administrator role and navigate to Setup > Company > Enable Features > SuiteCloud > Manage Authentication. Make sure that Token-Based Authentication and TBA: Authorization Flow are selected. Then, save these changes.

    2. Navigate to Setup > Integration > Manage Integrations.

    3. Create a new integration and select Token-Based Authentication. When the integration is created, NetSuite displays a consumer key and a consumer secret. These settings map directly to the OAuth Client Id and OAuth Client Secret connection properties in CData Sync. Copy these values for use later in step 2.

    4. Create a token role by navigating to Setup > User/Roles > Manage Roles. Create either a new role or edit an existing role. Under Permissions > Setup, the role must have these specifications: User Access Token: Full, Access Token Management: Full and Web Services: Full permissions.

    5. Add the role to a user under Lists > Employees > Employees. Select a user (employee) to edit and add the new token role under Access > Roles.

    6. Navigate to Setup > User/Roles > Access Tokens and create a new access token. Select the application name as the integration that you created in step c. Also select the same user and role that you updated in steps d and e.

    After you create the access token, NetSuite displays a token Id and a token secret. These settings map directly to the OAuth Access Token and OAuth Access Token Secret connection properties. Copy these values for use in step 2 below.

  2. For the Token scheme, specify these settings:

    • OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

    • OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

    • OAuth Access Token - Enter the token Id that you receive when the access token is created.

    • OAuth Access Token Secret - Enter the token secret that you receive when the access token is created.

Basic

The Basic scheme is available only when you select the SuiteTalk schema. In addition, to use this scheme (which requires a username and password), you must use a version of NetSuite that is earlier than 2020.2.

For the Basic scheme, specify these settings:

  • User - Enter the username that you use to authenticate to your NetSuite account.

  • Password - Enter the password that you use to authenticate to your NetSuite account.

OAuth

CData Sync provides an embedded OAuth application with which to connect. To use the application, select OAuth for Auth Scheme. No additional properties are required.

The OAuth scheme is available only when you select the SuiteQL schema.

Complete Your Connection

To complete your connection:

  1. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

  2. If you authenticate with OAuth, click Connect to NetSuite to connect to your NetSuite account.

  3. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and NetSuite, see NetSuite Connector for CData Sync.