NetSuite

Note:

NetSuite connectivity is currently in feature preview.

Documentation for this feature is still work in progress

xpna NetSuite RESTlet

To connect to NetSuite, xpna has a dedicated NetSuite RESTlet that can be downloaded from here.

This RESTlet will need to be installed into each NetSuite environment that is to be connected to xpna.

For full installation instructions, look at this help article

Connectivity & Security

A NetSuite data source within xpna is secured using the a set of Consumer and Access keys and secrets that should be configured with read-only access in NetSuite.

Note:

At no time does xpna access, ask for, or store any user's NetSuite credentials.

Keys and secrets are stored encrypted within xpna

On selecting to add a new NetSuite connection, the following values are required from the setup and configuration of the NetSuite RESTlet:

• Realm (Account ID)
• Consumer Key
• Consumer Secret
• Access Token Key
• Access Token Secret
• Script Deployment External URL

Enter these in the provided fields and press the Connect button.

If there are any errors with the connection, information messages will be displayed, otherwise, if the connection is successfull, the user is taken to the next step in the wizard.

Dimensional Mapping

It is recommended that reading about Dimension Mapping is done before performing mapping for the first time.

If an organisation is using the Class, Departments or Locations dimensions in NetSuite, the option to create/map dimensions for each will be given on the initial connection.

For each, they can be mapped to an existing dimension or have a new one created to represent it.

If multiple connections (from other sources) within the same workspace are using them in the same way, the same dimensions can be reused across many of them. The name of the custom dimension in xpna does not need to be the same as what is in NetSuite.

Initial Load Duration

To extract and process the data into the xpna data warehouse may take anywhere from 1 minute to several hours, depending on the number of transactions stored in NetSuite.

Data Synchronization

xpna does incremental loads from NetSuite on a daily schedule set by the user and will also load on demand when the Refresh data action button is used, (this looks like a 'Play' button).

Expect data refreshes to complete in less than a minute.

Managing the Connection

At any time, a user can disconnect their connection between xpna and NetSuite from within xpna on the Connections page.

They can also cause the connection to stop working by revoking the access tokens in NetSuite.

On disconnection, the user's NetSuite data is not removed from xpna; only the connection that is used to update data is severed by removal of all keys and secrets for the connection.

If removal of the data is also required, the user can open up a support ticket with us.

Data Flows

xpna extracts a number of data sets from NetSuite. These are listed below.

xpna does not push data back into NetSuite for any data set.

NetSuite	xpna
GeneralLedgerAccount	Account dimension and hierarchies