NetSuite SuiteAnalytics

Version 25.3.9396


NetSuite SuiteAnalytics


Prerequisites

Before you can connect to NetSuite SuiteAnalytics, you must set up SuiteAnalytics Connect in your NetSuite account:

  1. Enable the Connect Service feature.

    1. Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.

    2. Navigate to Setup > Company > Enable Features.

    3. Click the Analytics tab and check the SuiteAnalytics Connect box.

  2. Add the SuiteAnalytics Connect permission to an existing Role.

    1. Navigate to Setup > Users/Roles > User Management > Manage Roles.

    2. Click Customize next to the name of the role for which you would like to add the SuiteAnalytics Connect permission.

    3. Click the Setup tab under the Permissions tab.

    4. Add the SuiteAnalytics Connect permission.

    5. Click Add and Save.

  3. Verify the Suite Analytics Connect permissions.

    1. Find the Settings portlet on your home page and click Set Up SuiteAnalytics Connect.

    2. Click Your Configuration to view your service host and account ID information. These settings map directly to Server and Account ID connection properties.

Add the NetSuite SuiteAnalytics Connector

To enable Sync to use data from NetSuite SuiteAnalytics, 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 SuiteAnalytics 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 SuiteAnalytics connector. For more information about installing new connectors, see Connections.

Authenticate to NetSuite SuiteAnalytics

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

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

  • Server - Enter the value of Service Host you previously found.

  • Account Id - Enter the value of Account Id you previously found.

  • Role Id - Enter the Role ID you previously updated.

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

  • Password - Enter the password associated with that account.

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. Click Create & Test to create your connection.