June 07, 2021 09:51

NetSuite Integration

In this article, we’ll integrate an Oracle NetSuite data source with Y42.

NetSuite provides SuiteAnalytics as a paid option, giving businesses the power of built-in real-time dashboards, reporting and analysis—integrated right into the ERP, CRM or e-commerce application that you use every day.

Overview

Authentication: App Credentials

Settings: Historical Date selection, Account selection

Schema type: Fixed

Update Type: Incremental

Authentication

Application credentials are strongly generated username:password combinations and have a one-to-one binding with a membership in the consortia. They are strictly isolated to the environment in which they are created and can only be used to access a node/service owned by the same membership that created the credentials.

In order to authenticate the connection to your NetSuite integration, you will need the following:

Whitelist Y42 IP addresses:In your NetSuite account, click Setup > Company > Company Information. In the Allowed IP addresses field, add "35.198.102.73,35.234.125.155,35.198.107.177,35.242.197.68,35.241.201.46".
Enable Web Services and Enable token-based authentication.
Next, you’ll create an integration record for Y42. This will uniquely identify Y42 in your NetSuite account.
1. Using the global search, type page: integrations and click the Page: Manage Integrations result.
2. On the Integrations page, click the New button.
3. On the New Integration page, fill in the following fields:
  - Name: Enter a name for the integration. For example: Y42
  - State: Select Enabled.
4. In the Authentication tab, select the Token-based Authentication option.
5. Click the Save button. The confirmation page will display a Consumer key/secret section.
6. Copy the Consumer Key and Secret somewhere handy. You’ll need these credentials to connect to your NetSuite integration in Y42.

Create a Y42 NetSuite role and configure permission: We recommend that you create a Y42-specific role and user for us. We suggest this to ensure that Y42 doesn’t encounter issues with replication due to NetSuite’s API limitations.

Create a new role, in the Authentication section, check the Web Services Only Role box.

Configure role permission -- Add the following permissions and save the role:

Custom Body Fields	Setup	View
Custom Fields	Setup	View
Custom Record Types	Setup	View
Deleted Records	Setup	Full
Log in using Access Tokens	Setup	Full
Perform Search	Lists	View
User Access Tokens	Setup	Full
Web Services	Setup	Full

If you cannot find Web Services, please add SOAP Web Services instead.

Note: If you don’t see a permission in NetSuite that is listed here, skip it. Some permissions are dependent on specific features being enabled in your NetSuite account. We also recommend granting permissions required for the objects you want to replicate.

For more info about these permissions and how they work within NetSuite, refer to NetSuite’s Permissions Documentation spreadsheet, which can be downloaded here from their help center. You may need to log into NetSuite to access their documentation.

Create a Y42 NetSuite user: Click on New Employee and fill in the fields. Then, in the Access tab, check the Give Access box, Check the Manually assign or change password box to create a password, and in the Roles section, search the dropdown menu to locate the role created in previous step. Click Add once you’ve located the role. When finished, click Save to create the user.
Create access tokens: Go to Page: Access Tokens, click on New Access Token and fill in the fields Application Name with the integration record you created in the previous step, as well as User and Role. Enter a name for the token (i.e.: Y42), and save it. The confirmation page will display a Token ID and Secret. Copy the Token ID and Secret somewhere handy.
Locate your NetSuite Account ID: Go to the page Web Services Preferences and in the Primary Information section, locate the Account ID.

Import Settings

By default, the historical date will be set to one year ago. Refer to your own store to decide from which exact date you would want to retrieve data.

Account pre-requisites

You will need an NetSuite administrative account, in other words, add administrator permissions to your user roles in NetSuite. This is required to complete the setup steps in NetSuite.

Schema

You can find a list of available API objects and their fields for this integration on NetSuite API documentation.

Updating your data

You have the option of scheduling Incremental Imports by the month, weeks, days, and even by the hour. With the incremental import you will only add the new rows to that table.

Incremental imports significantly increase the import speed, we import your table incrementally based on the last imported state e.g. id.

NetSuite Setup Guide:

Note: In order to connect LinkedIn Ads with Y42, you will need to have a NetSuite Account.

On Integrate, click on "Add..." to search for NetSuite and select it.
Name your integration.
Choose from which point onwards in time to import your data and fill out the following authorization fields with the credentials generated in your NetSuite account. Please refer to the Authorization session to find the steps needed to retrieve the required keys and IDs.
After authentication, you are good to go and start importing your tables.
Select the tables you need and click import. You can start accessing the tables once the status is “Ready”.

Note: You can always import and reimport other tables as well, or delete them.

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