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Analyze NetSuite Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of NetSuite data and visualize live NetSuite data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live NetSuite data. The CData API Server generates an OData API for NetSuite, which is natively consumable in Reveal. In this article, we walk through connecting to NetSuite in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
About NetSuite Data Integration
CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:
- Access all editions of NetSuite, including Standard, CRM, and OneWorld.
- Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
- Access predefined and custom reports through support for Saved Searches.
- Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
- Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.
Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData's solutions to integrate their NetSuite data into comprehensive databases and data warehouse using CData Sync directly or leveraging CData's compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.
For more information about our Oracle NetSuite solutions, read our blog: Drivers in Focus Part 2: Replicating and Consolidating ... NetSuite Accounting Data.
Getting Started
Connect to NetSuite from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "NetSuite"
- Enter the necessary authentication properties to connect to NetSuite.
The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.
See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.
Add NetSuite Resource Definitions in API Server
After connecting to NetSuite, create Resources, which represent API endpoints for NetSuite data.
- Click Settings -> Resources -> Add Resource
- Select the NetSuite connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to NetSuite from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the NetSuite Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize NetSuite data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live NetSuite data. For more information on creating OData feeds from NetSuite (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live NetSuite data in tools that consume OData APIs.
