Connecting to NetSuite

This guide provides a step-by-step approach to effortlessly connecting NetSuite with Skypoint AI.

The NetSuite Connector automates data exchange between NetSuite and platforms like e-commerce, 3PL, and POS systems. It streamlines order, inventory, and customer data syncs with customizable settings, secure authentication, and a user-friendly dashboard boosting efficiency and reducing manual work. The connector is designed to be flexible and scalable, making it ideal for businesses looking to optimize operations across multiple systems.

The NetSuite Connector in Skypoint AI enables seamless integration with Oracle NetSuite, a cloud based ERP platform used for financial management, accounting, and operations. It allows organizations to ingest and sync financial and account-related data such as transactions, general ledger, and vendor records—using secure APIs. The connector supports service account credentials, automated scheduling, and data transformation to streamline integration into Skypoint’s unified data models, enhancing analytics capabilities and AI-driven financial insights

Prerequisite

You will need the following details to configure and import data using NetSuite

• Account ID
• Consumer key
• Token ID
• Consumer secret
• Token secret
• User

To Import data using NetSuite connector

Follow the below steps to create a new dataflow for the NetSuite import connector:

1. Go to Dataflow > Imports.

2. Click New dataflow.

The Set dataflow name page appears.

3. Enter Dataflow name in the Name text area.
4. Click Next.

The Choose connector page appears.

Add NetSuite connector

1. On the Choose Connector page, use the Search feature to locate and select the NetSuite Connector.

2. Enter the Display Name for your dataflow in the text area.
3. You can add a Description in the text area.
4. Click Next to proceed.

The Configuration page appears.

Connect to the NetSuite account

1. Fill in the required details on the Configuration page.
2. Click Connect.

Once the connection is established, you can use the connector to import data from a table in NetSuite.

3. Scroll down to the Table Details section, select the checkboxes for the tables you wish to import, and use the dropdown menu to label them as either Data or Metadata.

note

In the Table Details section, by default, all tables are selected. You can mark only those tables that you want to import and process the data. For example, to import customer data, you can check those tables which contain customer information, such as name, email, address, and contact details.

Item	Description
Purpose	Option to assign a purpose (Data or Metadata) for each table.
Data	Loads customer data
Metadata	Loads Metadata
File name	Displays the name of the file that you imported.
Entity name	Displays the imported table name by default. You can rename it if required.

5. Click Save to apply the changes.

After saving the connection, the NetSuite connector appears on the Dataflow > Imports page.

Run, edit, and delete the imported data

Once the table is imported, you can execute, modify, and remove the imported table from the Dataflow. Follow the below steps:

1. Go to the Dataflow > Imports page.

Item	Description
Name	Displays the name of the imported Dataflow.
Type	Displays connector type symbol.
Status	Indicates whether the data is imported successfully.
Tables count	Displays the number of tables imported.
Created Date	Displays date of creation.
Last refresh type	Displays the refresh value: Full or Incremental.
Updated Date	Displays last modified date.
Last Refresh	Displays the latest refresh date, which updates each time you refresh the data.
Group by	Option to view the items in a specific group. For example, type, status, tables count, etc.

2. Select the horizontal ellipsis under the Actions column and do the following:

If you want to	Then
Modify the Dataflow	Select Edit and modify the Dataflow. Click Save to apply your changes.
Execute the Dataflow	Select Run.
Bring the data to its previous state	Select Rollback.
Delete the Dataflow	Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the Dataflow	Select Run history.

note

You can see the error message corresponding to failure while importing data from a data source in the Dataflow under Run History > Description. Also, you can see the status, start time, and end time for the execution of the data pipeline.

Next step

After completing the data import, start the Master Data Management (MDM) - Resolve process to create a single, unified view of the data. With SkyPoint MDM, you can ensure that your data is accurate, consistent, and reliable, making it easier to use for business processes, analytics, and reporting.