Pre Setup Guide - NetSuite Analytics

This guide walks you through the steps required to connect to NetSuite’s SuiteAnalytics Connect using ODBC. It includes pre-requisites, driver setup, credential generation, and connection configuration using a BI/SQL tool:

Pre-Requisites

  1. A NetSuite account with an active role that has Admin Permissions

  2. SuiteAnalytics Connect is enabled for your NetSuite account (check with your NetSuite admin).

  3. Your NetSuite Account ID, Role ID, User credentials, & Host.

Step 1: Confirm Access to SuiteAnalytics Connect

  1. Log in to NetSuite.

  2. Navigate to: Setup → Company → Enable Features → Analytics tab.

  3. Ensure SuiteAnalytics Connect is enabled.

  4. Under Setup → Users/Roles → Manage Roles, ensure your role has the following permissions.

  5. Connect:

    • SuiteAnalytics Workbook (optional but helpful).

    • Full or View access to required records/tables.

Step 2: Setup the Integrator Role

  1. Navigate to: Setup → Users/Roles.

  2. Create a new role using the following screenshots:

    1. Go to Role Setup → General and note down the Role ID.

      netsuite analytics pre setup 1

    2. Go to Role Setup → Permissions → Transactions and grant the following permissions as indicated in the screen.

      netsuite analytics pre setup 2

    3. Go to Role Setup → Permissions → Lists and grant the following permissions as indicated in the screen.

      netsuite analytics pre setup 3

    4. Go to Role Setup → Permissions → Setup and grant the following permissions as indicated in the screen.

      netsuite analytics pre setup 4

Step 3: Grant the Integrator Role to DT User

  1. Go to • Setup → Users/Roles → Manage User.

  2. Select the DC User (analytics@companydomain.com).

  3. Go to the Access tab and assign the Integrator Role created.

    netsuite analytics pre setup 5

Step 4: Take note of credentials

For successful integration, DC will need the following:

  1. On the dashboard (Welcome page) ,scroll down to the left corner.

  2. Select Setup Suite Analytics Connect`.

    netsuite analytics pre setup 6
    netsuite analytics pre setup 7
NOTE

Please note the following

  1. Account Id

  2. Role ID (Role Id 3 would not work since it is the dedicated Role Id of the Admin Role. Role Id of the Integrator Role created in above step is needed here)

  3. Username

  4. Password

  5. Host

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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