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Wdata - NetSuite Saved Searches

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We're in the process of connecting Wdata to our NetSuite environment. We'd like to use the NetSuite Token Authentication Connector. The goal is to use a Saved Search in NetSuite to aggregate the monthly financial data (either as a trial balance or two separate saved searches for income statement and balance sheet). Wondering if anyone has successfully completed a Wdata implementation using the NetSuite Token Authentication Connector and what tips or approach you took for compiling the financial data as a NetSuite Saved Search.

Thanks in advance!

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  • Mike Davis

    Great question, Mary!

    I have reached out to our Wdata experts, and we do have some customers/partners using it today. They should chime in shortly with some of their learnings, but in the meantime, there is this article on our Help site about the NetSuite Token Authentication Connector too, though I'm guessing you may have already seen it.

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  • Ganesh Karri

    Hi Mary,

    I am currently working on NetSuite to Workiva integration to generate trial balance. can you please share your learnings?

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