Connecting to NetSuite

NetSuite is a unified cloud business management solution, including ERP / financials, CRM, and ecommerce.

Data integration: Skyvia supports importing data to and from NetSuite, exporting NetSuite data to CSV files, replicating NetSuite data to relational databases, and synchronizing NetSuite data with other cloud apps and relational databases.

Backup: Skyvia Backup supports NetSuite backup.

Query: Skyvia Query supports NetSuite.

NetSuite-Specific Features and Limitations

Skyvia does not support NetSuite fields, storing array data. Skyvia cannot extract data from such fields, and they are not displayed in Skyvia interface. If such field is required in the table (must be filled in order to create a new record), Skyvia cannot load data to such tables. Thus, such tables are read-only in Skyvia.

The list of such objects, for example, includes all the transactions objects, because Skyvia cannot extract their items. Here is the list of such objects: BinWorksheet, CashRefund, CashSale, Check, CreditMemo, Estimate, Invoice, Opportunity, PurchaseOrder, ReturnAuthorization, SalesOrder, TransferOrder, VendorBill, VendorCredit, VendorReturnAuthorization, WorkOrder, Deposit, InventoryAdjustment, InventoryTransfer, ItemSupplyPlan, JournalEntry, VendorPayment, SerializedAssemblyItem, ExpenseReport, ManufacturingRouting, PaycheckJournal, ManufacturingOperationTask, CustomerRefund, InventoryAdjustment, InventoryCostRevaluation, ManufacturingCostTemplate.

Skyvia cannot load data to these tables, and cannot load certain data from them.

Skyvia also does not support custom NetSuite fields having double quotation marks in their name.

 

NetSuite Connections

To connect to NetSuite, you need to specify the user, password, account id, and application id.

netsuite-connection-new

You need to specify the following parameters for NetSuite connection:

Name - connection name that will be used to identify the connection on the Connections page and when selecting a connection for a package.
User - a NetSuite account email.
Password - NetSuite account password.
Account Id - NetSuite account id. You can get the account id value in NetSuite Web Services Preferences. To open it, sign in to your NetSuite account. Then point to Setup, then to Integrations, and then click Web Services Preferences.
Application Id - the NetSuite CRM application ID created by using the integration record. To generate the application id parameter value, you need to configure Integration Record in your NetSuite account settings.
 
For this, perform the following steps:
a.Sign in to your NetSuite account.
b.Point to Setup, then to Integrations, then Manage Integrations, and then click New.
c.On the opened page enter the Name for the application, for example, Skyvia.
d.Make sure the Token Based Authentication check box is cleared and the User Authentication check box is selected.
e.Click Save.
f.Copy the generated Application ID. You may reuse this value if you need multiple Skyvia connections to this NetSuite account.
Environment - Determines whether to connect to Production data or to Sandbox.
Use Custom Tables - Select this check box if you need to work with custom NetSuite tables in Skyvia. However, please note that processing custom tables may take a substantial amount of time, and it's better not to select this check box if you don't need to work with custom NetSuite tables in Skyvia.
Use Custom Fields - Select this check box if you need to work with custom fields of predefined NetSuite tables in Skyvia. However, please note that processing custom fields may take a substantial amount of time, and it's better not to select this check box if you don't need to work with custom fields in Skyvia.
Metadata Cache - Determines how often to update cached metadata for the connection. By default, Skyvia caches metadata of available objects for cloud sources. You can configure how often the cache is refreshed automatically or reset in manually on the Connection Details page of the corresponding connection by clicking the Clear link in the Metadata cache parameter in the Parameters pane. The following values are available for this setting:
oDisabled - the metadata cache is not created, and metadata are queried automatically whenever the connection is opened.
oOne Hour - the metadata cache expires after one hour since the previous refresh, and it is refreshed after this when the connection is opened.
oOne Day - the metadata cache expires after one day since the previous refresh, and it is refreshed after this when the connection is opened.
oOne Week - the metadata cache expires after one week since the previous refresh, and it is refreshed after this when the connection is opened.
oOne Month - the metadata cache expires after one month since the previous refresh, and it is refreshed after this when the connection is opened.
oInfinite - the cache is never reset automatically. Default value.