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Import NetSuite Data into Microsoft Power Query
The CData API Server offers standards-based Web service endpoints that allow a variety of applications to access NetSuite data. In this article, you will use the OData format to import NetSuite data into Microsoft Power Query.
The CData API Server enables you to use REST, OData, JSON, or Open APIs to connect to and query NetSuite data. The OData standard enables real-time access to the live data, and support for OData is integrated into PowerQuery. This article details how to import an OData feed of NetSuite data into Microsoft Power Query.
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
Set Up the API Server
If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure NetSuite OData services:
Connect to NetSuite
To work with NetSuite data from Microsoft Power Query, we start by creating and configuring a NetSuite connection. Follow the steps below to configure the API Server to connect to NetSuite data:
- First, navigate to the Connections page.
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Click Add Connection and then search for and select the NetSuite connection.
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Enter the necessary authentication properties to connect to NetSuite.
- After configuring the connection, click Save & Test to confirm a successful connection.
Configure API Server Users
Next, create a user to access your NetSuite data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:
- On the Users page, click Add User to open the Add User dialog.
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Next, set the Role, Username, and Privileges properties and then click Add User.
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An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page:
Creating API Endpoints for NetSuite
Having created a user, you are ready to create API endpoints for the NetSuite tables:
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First, navigate to the API page and then click
Add Table
.
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Select the connection you wish to access and click Next.
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With the connection selected, create endpoints by selecting each table and then clicking Confirm.
Gather the OData Url
Having configured a connection to NetSuite data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:
Connect to NetSuite Data from Power Query
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In Microsoft Excel, open the Power Query Editor. From the Data ribbon, click Get Data -> Launch Power Query Editor:
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Click New Source -> Other Sources -> OData feed:
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In the OData feed connection, set the URL property to the OData Endpoint URL previously copied and click OK:
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In the next step of the wizard, define the authentication credentials. Select Basic and then enter the credentials for a user authorized to make requests. Specify the User name and enter the user's authtoken in the Password field:
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You can now access NetSuite data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Transform Data to open the Query Editor. This will display the table data.
Free Trial & More Information
If you are interested in connecting to your NetSuite data (or data from any of our other supported data sources) from Microsoft Power Query, download API Server to begin creating flexible and customizable REST, OData, JSON and Open APIs from any database or data store! As always, our world-class support team is ready to answer any questions you may have.
