With the NetSuite® Analytics connector, you can use commands in a chain to query NetSuite Datasets. This allows you to:
- Retrieve a list of datasets from NetSuite
- Execute those datasets and retrieve their data
Note: This connector is built by Workiva and connects to a third-party system. While our Support team can help configure this connector within your workspace, we are unable to troubleshoot or otherwise assist with any issues that originate outside of the Workiva platform.
Requirements
To set up the NetSuite Analytics connector:
-
Configure your NetSuite account to use REST web services with OAuth 2.0 authentication.
- Enable Rest web services in SuiteTalk.
- Enable OAuth 2.0 authentication.
- Enable the SuiteAnalytics Workbook feature.
- Verify your NetSuite user role has the correct permissions:
- REST Web Services
- Log in using Access Tokens
- SuiteAnalytics Workbook.
- Create an integration record using a client credentials (machine to machine) grant.
- Record the ID of your NetSuite account.
- To view your account ID in NetSuite, select Setup > Integrations > Web Services Preferences. The ID also typically appears in the first string of the URL, just before
app.netsuite.com
.
- To view your account ID in NetSuite, select Setup > Integrations > Web Services Preferences. The ID also typically appears in the first string of the URL, just before
- Record the Certificate ID and Client ID for the OAuth 2.0 client credentials.
- To view your Certificate ID in NetSuite, select Setup > Integrations > OAuth 2.0 Client Credentials Setup.
- Your Client ID (and secret) are displayed when first setting up your grant; to retrieve this later, you must edit the record and reset its credentials.
Set up the NetSuite Analytics connector
Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration.
- From Chain Builder, click Connections , and then Create at the top right.
- Under BizApp Connection, select NetSuite Analytics and the default CloudRunner.
- Enter a unique name and description to help identify the connection.
- Under Properties, enter the connection's details:
Property Details Account ID Enter the ID of the NetSuite account. Certificate ID Enter the Certificate ID for the OAuth 2.0 client credentials. Client ID Enter the Client ID for the OAuth 2.0 Authorized Application. Private key algorithm Select which algorithm to use when creating the JWT token from your private key and OAuth credentials.
For example, if your private key is an RSA key then select one of the PS options. If your private key is ECDSA then select one of the ES options.
Note: If you're unsure, the default PS256 is most common.
Options:
- PS256 (Default)
- PS384
- PS512
- ES256
- ES384
- ES512
Private key Enter the name of your private key file that was uploaded to the connection resources. - Select the environments to use the connection, and click Save.