Setting Up A NetSuite Integration - Walk Through
Prerequisites:
- Setting up a NetSuite Integration - Authentication
- Setting up a NetSuite Integration - Data Connector
- NetSuite Extraction Scripts Upload and Deployment
In https://client.demandcaster.com follow these steps to finish the integration with NetSuite.
Topics Covered:
Start Data Connector
- Click on the "Data" menu item
- Click on the "Data Hub" menu item
- Click on the "Connectors" menu item
- Find the connector you just created in Prerequisite #2
- Click on the arrow to start the data connector.
Create the Extraction (ETL)
- Click on the "Data" menu item
- Click on the "Data Hub" menu item
- Click on the "ETL" menu item
- Click on the "Add New" button
- On the Extractions Management page you will see something like below, look at the options and then follow the steps.
Note: You will need the information from Prerequisite #3 in order to fill out this form. There are typically 11 scripts that will get loaded in NetSuite, each of these scripts will need to have an ETL setup.
- Keep "Extraction type" set at "Connector"
- Change "Query Connector" as necessary based on the settings you created in Prerequisite #2
- Set the rest of the fields based on what you recorded in Prerequisite #3 and click the "Save" button for each of the scripts.
Note: In each of the extractions the NetSuite REST URL will look similar to: https://<AcctID>.restlets.api.netsuite.com/app/site/hosting/restlet.nl?script=<ScriptID>&deploy=1
| Name / Description | Extraction Type |
|---|---|
| BOM | BOM |
| Customer |
Customers |
| Customer / Sales Orders |
Customer Orders |
| Item |
Item |
| Item Locations |
Item Locations |
| Product Classes |
Product Classes |
| Shop / Work Order |
Shop Orders |
| Vendor / Purchase Order |
Vendor Orders |
| Vendors |
Vendors |
| Work Center |
Work Center |
Create the Transformation
- Click on the "Data" menu item
- Click on the "Data Hub" menu item
- Click on the "Transformations" menu item
- Click on the "Add New" button
- On the Transformations Management page you will see something like below, look at the options and then follow the steps.
- You will notice that the extractions you just finished will be available as check boxes on this form.
- Similar to the ETL process you will need to fill out the form with the following information, click the "Save" button for each Transformation.
| DemandCaster TXT | Name / Description / Select Extractions | Transformation Mode |
|---|---|---|
| Bom.txt | BOM | No Transformation |
| Customers.txt |
Customers |
No Transformation |
| CustomerOrders.txt |
Customer / Sales Orders |
No Transformation |
| Item.txt |
Item |
No Transformation |
| ItemLocations.txt |
Item Locations |
No Transformation |
| Locations.txt |
Locations |
No Transformation |
| ProductClasses.txt |
Product Classes |
No Transformation |
| ShopOrders.txt |
Shop / Work Orders |
No Transformation |
| VendorOrders.txt |
Vendor / Purchase Orders |
No Transformation |
| Vendors.txt |
Vendors |
No Transformation |
| WorkCenter.txt | Work Center |
No Transformation |
Create the Data Management Profile
- Click on the "Data" menu item
- Click on the "Data Hub" menu item
- Click on the "Data Management" menu item
- Click on the "Add New" button
- On the Data Management page you will see something like below, look at the options and then follow the steps.
- Similar to the ETLs and Transformations fill out the form with values similar to the list below.
- Initially you will want to uncheck the "Data Load" checkbox in order to test the data pull.
- Leave the values on the right side (start types) alone and click on the "Save" button when ready.
| Name / Description / Transformation |
|---|
| BOM |
| Customers |
| Customer / Sales Orders |
| Item |
| Item Locations |
| Locations |
| Product Classes |
| Shop / Work Orders |
| Vendor / Purchase Orders |
| Vendors |
| Work Center |
Run the Data Management Profile
- Click on the "Data" menu item
- Click on the "Data Hub" menu item
- Click on the "Data Management" menu item
- Find the ETL Template Name that you want to run and then look across the screen to the "Run" column and click on the arrow to start the extraction.
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