Merging Your NetSuite Accounts Data Into Your NetSuite Analytics Warehouse Instance

If your company owns multiple NetSuite production accounts, you can import and merge the data into one single NetSuite Analytics Warehouse instance. The NetSuite Analytics Warehouse Multi-Instance Connector (MIC) enables you to consolidate financial and operational data and saves you time and effort in building a business intelligence solution.

The number of accounts you can connect depends on your NetSuite Analytics Warehouse account:

To set up the MIC feature, you need to do the following:

Note:

You need to be a NetSuite Analytics Warehouse administrator to set up the MIC feature.

To enable the MIC feature:

  1. Process your connector order on the NetSuite account you want to integrate the data from. This is the account that does not have a NetSuite Analytics Warehouse instance. Wait until your order is provisioned.

  2. Go to Setup > Company > Setup Tasks > Enable Features.

  3. In the Analytics subtab, enable the Multi-Instance Connector feature along with SuiteAnalytics Connect.

  4. In the SuiteCloud subtab, check the Token-based Authentication box in the Manage Authentication section.

To add an integration record:

  1. Go to Setup > Integration > Integration Management > Manage Integrations> New.

  2. Fill out the following fields:

    • Name – name the integration record. For example, NSAW_Connect.

    • Check the Token-Based Authentication box.

    • Clear the TBA: Authorization Flow and Authorization Code Grant boxes.

  3. Click Save.

  4. Note down the Consumer Key / Client ID and Consumer Secret / Client Secret strings for future reference.

To add the token-based authentication permission to a role and assign it to a user:

  1. Go to Setup > Users/Roles > User Management > Manage Roles.

  2. Find the role you want to give permissions to and click Edit or Customize.

  3. Click Permissions and then Setup.

  4. Add the Log in using Access Tokens permission. Click Add, and then click Save.

  5. Go to Setup > Users/Roles > User Management > Manage Users.

  6. Find the user you want to assign the role to and click Edit.

  7. Go to the Access tab and click Roles. Select the role you have set up, click Add, and then click Save.

To create a token for a user:

  1. Go to Setup > Users/Roles > User Management > Access Tokens > New. Fill out the following fields:

    • Application Name – select the integration record you have previously created.

    • User – select the user you have assigned the token-based authentication permission to.

    • Role – select the role with the token-based authentication permission.

  2. Click Save. Be sure to note down the Token ID and Token Secret strings for future reference.

To set up the connector in NetSuite Analytics Warehouse:

  1. Log in to your NetSuite Analytics Warehouse instance and go to Data Configuration. Then, go to Manage Connections.

  2. Find the NetSuite 2 connection and click the three-dot icon next to it. Then, click Edit.

  3. Fill out the following fields:

    • Notification Email – type in the email you want to receive notifications to.

    • User Name – type in your user name.

    • JDBC URL – enter the following URL: jdbc:ns://<NS Account ID>.connect.api.netsuite.com:1708;ServerDataSource=NetSuiteDW;Encrypted=1;CustomProperties=(AccountID=<NS Account ID>;RoleID=57;Uppercase=1). Replace <NS Account ID> with your NetSuite Account ID.

    • Account ID – enter your NetSuite Account ID.

    • Consumer Key – paste the Consumer Key / Client ID string you noted down after creating the integration record.

    • Consumer Secret – paste the Consumer Secret / Client Secret string you noted down after creating the integration record.

    • Token Key – paste the Token ID string you noted down after creating the token.

    • Token Secret – paste the Token Secret string you noted down after creating the token.

To create a data augmentation using the NetSuite data:

  1. In NetSuite Analytics Warehouse, go to Data Configuration and click the Data Augmentation tile.

  2. Click Create, and then Augmentation.

  3. Ensure that you select Regular as the source dataset type and NetSuite database as the pillar.

  4. Select the applicable NetSuite database source tables.

For more information about data augmentation, see Augment Your Data.

Related Topics

General Notices