NetSuite: Setup guide

NetSuite: Setup guide#

This guide explains how to collect data from NetSuite.

Creating a datastream to collect data from NetSuite#

The basics of creating a datastream to collect data from any data source are explained in our guide to Collecting data in Adverity. This guide contains information about the specific steps to create a datastream to fetch data from NetSuite.

Authorization: Allow Adverity to access NetSuite#

Before creating an authorization to give Adverity access to NetSuite, perform the following actions:

  1. Retrieve the following values to create an authorization to NetSuite:

    • Account ID: the account ID is shown in the beginning of the NetSuite URL. For example, if your NetSuite URL is https://123456.app.netsuite.com, your account ID is 123456.

    • Client ID: the client ID is generated after the integration record is created.

    • Client secret: the client secret is generated after the integration record is created.

    For more information on how to create an integration record, see the NetSuite documentation. When creating an integration record, set the redirect URI to https://oap.datatap.io/oauth2/callback/.

  2. To use the token-based authentication, configure it for your Netsuite account and create an access token. For more information, see the Oracle documentation.

Configuration: Choose the data you want to collect from NetSuite#

To choose what data to collect and customize the NetSuite datastream configuration, follow these steps:

  1. (Optional) Rename your datastream.

  2. In Extraction method, select how to fetch data.

  3. For the Record type extraction method, in Record type, select the type of records you want to collect.

  4. In Date Filter Field, select which date field to filter by.

  5. In Date Format, select the date format that matches your NetSuite account locale. This field is only visible if a date filter field is selected.

    Note

    If you encounter an error related to date format, update the Date Format field in your datastream settings to match your NetSuite account locale.

  6. In Record Status, select the status of records to collect. This filtering is only available on entity and list record types (e.g. customer, vendor, item, employee, contact).

  7. In Query, enter the query to collect data in the following JSON format. For more information, see the NetSuite documentation.

    {
    "q": "{SuiteQL Query}"
}

What’s next?#

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