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Update NetSuite Data with a Microsoft Access Linked Table

Update NetSuite data by creating a linked table in Microsoft Access with the CData NetSuite ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for NetSuite, you can update live NetSuite data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to NetSuite as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to SalesOrder Data

Follow the steps below to create a linked table, which enables you to access live SalesOrder data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read and write data to the SalesOrder table.
  3. Select the CData NetSuite data source from the Machine Data Source tab.

  4. Select the SalesOrder table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.