NetSuite
Last updated
Daton
Last updated
A NetSuite administrative account
The SuiteAnalytics Connect Service enabled
A NetSuite login email
A NetSuite password
A list of permissions required for the NetSuite tables you want to sync
On the menu bar at the top of your NetSuite dashboard, select Setup -> Users/Roles -> Manage Roles -> New to create a new role for Daton.
2. Enter a memorable name in the Name input field for the role. (We recommend "Daton.")
In your NetSuite dashboard, after you have named the role, scroll down to the bottom of the page to set permissions for the role. You must first set system-wide permissions.
Select Permissions -> Setup near the bottom of the page and expand the drop-down menu to set system-wide permissions.
3. To add the required system-level permissions, select each of the following permissions from the drop-down menu and click Add:
a. Custom Body Fields b. Custom Column Fields c. Custom Entity Fields d. Custom Event Fields e. Custom Item Fields f. Custom Record Types g. Deleted Records h. SOAP Web Services i. SuiteAnalytics Connect
1. In your NetSuite dashboard, select Setup -> Users/Roles -> Manage Roles, and then click Edit beside the relevant role's name on the Manage Roles page displayed.
2. Select the permissions for the tables you wish to add. You will find these permissions under either the Transactions, Lists, Setup or Custom Record subcategories, depending on the types of tables.
3. Select the required permissions and click Add. By default, table permissions should have the View permission level, that is, be read-only.
4. After you have added the permissions, click Save.
NOTE: The Internal ID column may be not displayed in the role list table. In this case, you need to customize the table view by clicking Edit View and adding the Internal ID field to the displayed field set
1. Decide which NetSuite user you want to connect to Daton. It is best to create a dedicated user for the Daton role because only one connection at a time is allowed by a given user. A connection conflict will cause your Daton sync to fail.
2. On the menu bar at the top of the NetSuite dashboard, select Setup -> Users/Roles -> Manage Users.
3. Select the user you would like Daton to use.
4. Click Edit
5. Scroll-down slightly and select the Access tab.
6. Make sure the Give Access box is checked.
7. Expand the Role drop-down list on the Roles tab and select the Daton role. Then click Add and Save.
From the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.
2. Click on Your Configuration, and your service host, port and account ID information will appear.
3. Make a note of your host, port and account ID. You will need them to configure Daton.
Enter the integration name & Description and click Next
2. Enter the following information in Authentication page. These details are obtained from Step 6.
Service Host
Service Port
Account ID
Role ID
Password
3. Select the Netsuite Schema
4. Select the tables to be replicated
5. Select the columns to replicated.
