Merging Your NetSuite Accounts Data Into Your NetSuite Analytics Warehouse Instance

If your company has more than one NetSuite production account, you can bring all the data together into a single Analytics Warehouse instance. The NetSuite Analytics Warehouse Multi-Instance Connector (MIC) enables you to combine your financial and operational data, saving you time and effort when building a business intelligence solution.

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

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. Place your connector order on the NetSuite account you want to integrate the data from. This is the account without an 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. Make a note of the Consumer Key / Client ID and Consumer Secret / Client Secret for later.

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 update 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, then 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 for later.

To set up the connector in NetSuite Analytics Warehouse:

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

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

  3. Fill out the following fields:

    • Notification Email – enter the email where you want to receive notifications.

    • User Name – enter your user name.

    • JDBC URL – enter this 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 you saved from the integration record.

    • Consumer Secret – paste the Consumer Secret / Client Secret you saved from the integration record.

    • Token Key – paste the Token ID you saved from the token.

    • Token Secret – paste the Token Secret you saved from the token.

To create a data augmentation using the NetSuite data:

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

  2. Click Create, then select Augmentation.

  3. Be sure to select Regular as the source dataset type and NetSuite database as the pillar.

  4. Select the NetSuite database source tables you need.

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

Related Topics

General Notices