NetSuite Analytics Connection
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NetSuite Analytics Connection

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This is a step-by-step tutorial for creating a NetSuite Analytics connection.

Prerequisites

To begin, the following credentials are required to connect to NetSuite Analytics.

CredentialsDescription
Consumer Key,
Consumer Secret
Integration application credentials to let Rivery connect

Token ID,
Token Secret
User credentials for token-based authentication
Account ID,
Role ID,
Host
Service account in the proper Environment (Sandbox or Production)

To connect to Netsuite Analytics, follow the steps outlined below:

Create a Dedicated Rivery Admin User in Netsuite

Create a dedicated admin user for Rivery in your NetSuite account and find the following information: Account ID, Role ID, and Service Host, as well as the user login password and email.

Follow the steps to set up a dedicated admin user in NetSuite for Rivery.

Note:

  • We recommend naming the user "Rivery".
  • Under the Roles section, be sure to select the appropriate roles.

Locate Your Account ID 

  1. Log in to your NetSuite account.
  2. Navigate to Setup > Integration > Web services preference from the main screen.
  3. Under Primary Information, you'll find your Account ID.

    Account_id.PNG


Locate the Role ID of Your Dedicated Rivery User in Netsuite

  1. Navigate to Setup > Users/Roles > Manage Roles from the main screen.
  2. The Role ID can be found in the Internal ID column.



If you can't find the internal ID column, proceed to the next steps to add it:

  • Select the Customize View option
  • In the newly opened input box, look for the Internal ID column and select it
  • Click Add, and then Save.


Create a Rivery Integration Application

Follow the steps below to obtain the Consumer Key and Consumer Secret:

  1. Navigate to Setup -> Integration -> Manage Integrations -> New
  2. Name your integration "Rivery".
  3. Ensure the TOKEN-BASED AUTHENTICATION (TBA) is enabled.
  4. Click the Save button.
  5. A Consumer Key and Secret will be displayed once. Copy them to your clipboard because you'll need them later.

image.png


Create a Role for Rivery and Grant Netsuite Analytics Permissions

These steps are specific to NetSuite2.com ServerDataSource (Which brings back the NetSuite Analytics report schemas).

Create a role

  1. Navigate to Setup -> Users/Roles -> Manage Roles -> New.
  2. Name your role "Rivery".
  3. Under Authentication, enable the 'WEB SERVICES ONLY ROLE' option.

When It Comes to Role Permissions, There Are Two Options:

  • Administrator Permissions:
    • Navigate to General tab -> Issue role -> Administrator
      • If you select this option, please proceed to the "Create a user" section once the role has been assigned.
  • Specific Role Permission:
    • Below is a list of the minimum permissions that must be granted to the role in order to use Rivery with Netsuite:
PermissionLevelTab
SOAP Web ServicesFullSetup
Log in using Access TokensFullSetup
User Access TokensFullSetup
SuiteAnalytics Connect - Read All    FullSetup
SuiteAnalytics Connect    FullSetup
Access Token Management    FullSetup
Custom Body FieldsViewSetup
Custom FieldsViewSetup
Custom ListsViewSetup
Custom Record TypesViewSetup
Deleted RecordsViewSetup
Perform SearchViewLists

How to add permissions:

  1. Under the permissions tab, locate the sub-tab that corresponds to the entity you want to extract (for example, lists).
  2. Locate the record to which you want to add permission (such as Accounts).
  3. Set the level of permission for that record (for example, view).
  4. Select Add.
  5. Continue until all entities are added.
  6. Click Save.



Create a New User 

Create a new user and assign the previously created role to this user:

  1. Navigate to Lists -> Employees -> Employees -> New.
  2. Enter your Name and Email address.
  3. Select the Access sub-tab.
  4. Check the boxes for 'Give Access' and 'Send Notification Email'.
  5. Check the box next to 'Manually Assign or Change Password'.
  6. Set your own password.
  7. Choose the Role that you want to assign. In this case, type "Rivery" and "Data Warehouse Integrator" and then click the Add button.
  8. Save the record.


Create an Access Token

  1. Navigate to Setup -> Users/Roles ->Access Tokens -> New
  2. Select the previously created application (an integrated record).
  3. Choose the previously created user.
  4. Choose the role you've assigned to that user.
  5. Enter a name for the access token or use the one that is generated.
  6. A Token Key and Secret will be displayed once. Copy them to your clipboard because you'll need them later.


Locate Your Service Host, Account, and Role ID

  1. Locate the Settings button on the main screen and select Set Up SuiteAnalytics Connect.
    settings.PNG
  2. Click on Your Configuration.
  3. Your host is listed under SERVICE HOST ('sb2' stands for sandbox).
  4. Account ID and Role ID can be found directly beneath, as shown in the image below.
  5. Copy them to your clipboard because you'll need them later.





Netsuite Analytics Connection Procedure 

  1. Choose your Connection Name.
  2. Enter the Consumer Key and Secret generated by the Integration Application section.
  3. Fill in the Token ID and Secret that were generated in the Access Token section.
  4. Input the Role and Account ID.
  5. Enter Host.
  6. Click Save.
  7. Use the Test Connection function to see if your connection is up to the task. If the connection succeeded, you can now use this connection in Rivery.

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