NetSuite

CollapsedToggleIcon        Obtaining credentials

To connect to NetSuite, you need to have your details on hand. Follow the corresponding instructions below to obtain the required credentials.

 

Obtaining a NetSuite Account ID

1.Log in to Netsuite.
2.Select the Setup tab.
3.In the drop-down menu select Integration -> Web services preferences.
4.In the opened window you can cut and paste your Account ID into the NetSuite configuration dialog box.

 

Obtaining a Netsuite Application ID

1.Log in to your NetSuite account.
2.Click on Setup -> Integrations -> Manage Integrations -> New
3.On the resulting page, Name the application that will be integrating with NetSuite (for example, "Access") Make sure the "Token Based Authentication" is unchecked and only the "User Authentication" is checked
4.Press Save. On the resulting page, the Application ID will be generated for the application
5.Copy the Application ID and Paste it into the driver configuration dialog box.

ExpandedToggleIcon        Connection Dialog

To connect to NetSuite, required connection parameters must be set.

The following connection options are required:

1.Account Id - The NetSuite account number, which is required for most interactions with NetSuite outside of the NetSuite application;
2.User Id - The NetSuite login account;
3.Password - The password for the NetSuite login account;

You can find your Account Id from the support section of the application by clicking Support -> Visit the SuiteAnswers Site -> Contact Support by Phone (on the right side of the page).

 

In addition to the required options, Advanced connection options may be set for more fine connection tuning.

 

ExpandedToggleIcon        Advanced Connection Options

The following table describes the options that you can include in the Connection String using the Advanced Connection Editor dialog box:

 

Option

Description

Account Date Format

Specifies the date format configured in your NetSuite account, so that date values are correctly interpreted when reading and writing data.

Account Id

Specifies the NetSuite account number, which is required for most interactions with NetSuite outside of the NetSuite application.

Account Time Zone

Specifies the time zone configured in your NetSuite account, which is used to correctly interpret and convert date and time values.

API Version

Specifies the version of the NetSuite API (SuiteTalk) to use.

Application ID

Specifies the application you want to connect to. To obtain a NetSuite Application ID, refer to the Obtaining Account ID and Application ID section.

Authentication

Specifies the type of authentication to use - Basic or Token-Based.

Client Id

Specifies the client ID of the NetSuite integration record. The value is used for OAuth 2.0 authentication.

Client Secret

Specifies the client secret of the NetSuite integration record. The value is used for OAuth 2.0 authentication.

Connection Lifetime

Specifies the maximum lifetime (in seconds) of a connection. When a connection is returned to the pool, its creation time is compared with the current time, and the connection is destroyed if that time span exceeds the value specified by Connection Lifetime. The default value is 0 (connection always returns to pool).

Connection Timeout

Specifies the length of time (in seconds) to wait for a connection to the server before terminating the attempt and generating an error. The default value is 60.

Consumer Key

Specifies the consumer key generated for the integration record in your NetSuite account. The value is used for Token-Based Authentication.

Consumer Secret

Specifies the consumer secret generated for the integration record in your NetSuite account. The value is used for Token-Based Authentication.

Default Command Timeout

Specifies the time in seconds to wait while trying to execute a command before terminating the attempt and generating an error.

Failover Retries

Specifies the number of retries to perform a command if it fails because of the exception. The default value is 7.

Initialization Command

Specifies a data source-specific command to execute immediately after the connection is established.

Language

Specifies the language used for retrieving translatable NetSuite field and record labels.

Local SQL Engine

Determines whether to enable local SQL processing (enabled by default). Local SQL processing allows performing complex SELECT statements that cannot be directly compiled to NetSuite API calls. In this case ll the data from the mentioned cloud objects is queried to the local cache, and then the query is performed against the cache.

If local SQL processing is disabled, only simple SELECT statements that can be directly translated into NetSuite API calls can be used. More complex SELECT statements will fail.

Max Pool Size

Specifies the maximum number of connections allowed in the pool. Setting the Max Pool Size value in the connection string can affect performance. The default value is 100.

Min Pool Size

Specifies the minimum number of connections allowed in the pool. The default value is 0.

NormalizeDbNames

Determines whether database object names are normalized when retrieved from the database.

Password

Specifies the password for the account.

Persist Security Info

Indicates if security-sensitive information, such as the password, is not returned as part of the connection if the connection is open or has ever been in an open state.

Pooling

Specifies whether, by default, the connection is drawn from the appropriate pool or is created and added to the appropriate pool.

Proxy Host

Specifies the host name or IP address of the proxy server.

Proxy Password

Specifies the password for the proxy server account.

Proxy Port

Specifies the port number of the proxy server. The default value is 3128.

Proxy User

Specifies the proxy server account name.

Readonly

Indicates whether the connection is read-only (allows only SELECT statements).

Refresh Token

Stores the OAuth 2.0 refresh token for NetSuite. The value is obtained automatically when you perform Web Login.

Role Id

Specifies the internal ID of the NetSuite role to use for the connection. The value is used for Token-Based Authentication.

Run Once Command

Specifies a command to execute immediately after establishing the connection. Unlike Initialization Command, it is not executed for connections obtained from the connection pool.

Token Id

Specifies the access token ID generated for the user role in your NetSuite account. The value is used for Token-Based Authentication.

Token Secret

Specifies the access token secret generated for the user role in your NetSuite account. The value is used for Token-Based Authentication.

Use Custom Fields

Set this parameter to True if you need to work with custom fields of predefined NetSuite objects. However, note that processing custom fields may take a substantial amount of time, and it's better to leave the default False value if you don't need to work with custom fields.

Use Custom Lists

Set this parameter to True if you need to work with custom NetSuite lists. However, note that processing custom lists may take a substantial amount of time, and it's better to leave the default False value if you don't need to work with custom lists.

Use Custom Tables

Set this parameter to True if you need to work with custom NetSuite objects. However, note that processing custom objects may take a substantial amount of time, and it's betterto leave the default False value if you don't need to work with custom NetSuite objects.

Use Display Names

Determines whether to use NetSuite field display names instead of internal names as column names.

User ID

Specifies the NetSuite login account.

UTC Dates

Converts dates to UTC format during import if set to True, and treats the date values entered by the user (in SELECT statements, etc.) as UTC dates when sending them to the data source.