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NetSuite CRM & ERP Connector

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Overview

Etlworks NetSuite CRM & ERP connector allows the fastest and easiest way to connect to real-time NetSuite CRM & ERP data. The connector works just like any other connector for connected app.

Etlworks partnered with CData to provide access to NetSuite CRM & ERP using industry-standard JDBC protocol. Read about CData NetSuite CRM & ERP JDBC connector.

When to use NetSuite CRM & ERP connector

Use this connector to create Flows that extract data and load data into NetSuite CRM & ERP.

Prerequisites

Enable the NetSuite CRM & ERP connector for your Etlworks account. Contact support@etlworks.com to enable the connector.

Create a Connection

Step 1. In the Connections window, click +, and type in netsuite.

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Step 2. Enter the Connection parameters:

  • Account ID: the account ID.
  • Version: the API version. The default 2019_1. The latest (and recommended) is 2021_2.
  • Role ID: the tole ID. The default is 3.

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Step 3. Configure authentication.

API version 2021_2requires Token Authentication (TBA).  Read how to create tokens in Netsuite. 

Once tokens are created enter the following parameters under Other Parameters:

  • OAuthClientId: the Consumer Key displayed when the application was created.
  • OAuthClientSecret: the Consumer Secret displayed when the application was created.
  • OAuthAccessToken: the Token Id when the access token was created.
  • OAuthAccessTokenSecret - the Token Secret when the access token was created.

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Step 4. Use Other Parameters to specify the other (optional) Connection string options. Read about available Connection string options.

Work with NetSuite CRM & ERP

NetSuite Data Model

The connector models NetSuite entities in relational Tables, Views, and Stored Procedures. The table definitions are dynamically obtained based on your NetSuite account.

Read about the data model.

Stored procedures

Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the data retrieval is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return a dataset that contains the collection of tuples that constitute the response.

To call stored procure from the SQL Flow or Before/After SQL, use EXEC sp_name params=value.

Example:

EXECUTE my_proc @second = 2, @first = 1, @third = 3;

SQL Compliance

The connector supports several operations on data, including querying, deleting, modifying, and inserting.

Read about SQL Compliance.

Extract data from NetSuite CRM & ERP

Note: Extracting data from NetSuite CRM & ERP is similar toextracting data from the relational database.

Here are the steps on how you can extract data from Netsuite CRM& ERP:

Step 1. Create NetSuite CRM & ERP Connection which will be used as a source (FROM).

Step 2. Create a destination Connection, for example, a Connection to the relational database, and if needed, a Format (Format is not needed if the destination is a database or well-known API).

Step 3. Create a Flow where the source is a connected app, and the destination is a Connection created in step 2, for example, a relational database.

Step 4. Add a new source-to-destination transformation.

Step 5. Select the NetSuite CRM & ERP Connection created in step 1 as a source Connection and select the data object you are extracting data from.

Step 6. Select TO Connection, Format (if needed), and object (for example, database table) to load data into.

Step 7. Click MAPPING and optionally enter Source query (you don't need a query if you are extracting data from the NetSuite CRM & ERP data object unconditionally).

Step 8. Optionally define the per-field Mapping.

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Step 9. Add more transformations if needed.

Load data in NetSuite CRM & ERP

Note: Loading data in NetSuite CRM & ERP is similar toloading data into a relational database.

Here are the steps on how you can load data in Netsuite CRM& ERP:

Step 1. Create a source Connection and a Format (if needed).

Step 2. Create a destination NetSuite CRM & ERP Connection.

Step 3. Create a Flow where the destination is a connected app.

Step 4. Add new source-to-destination transformation.

Step 5. Select FROM and TO Connections and objects (also a FROM Format if needed).

Step 6. Optionally define the per-field Mapping.

Step 7. Add more transformations if needed.

Browse data in NetSuite CRM & ERP

You must have NetSuite CRM & ERP Connection to browse objects and run SQL queries.

Use the Etlworks Explorer to browse data and metadata in NetSuite CRM & ERP as well as execute DML and SELECT queries against the NetSuite CRM & ERP Connection.

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