Use the CData ODBC Driver for NetSuite in Microsoft Power Query

Ready to get started?

Download for a free trial:

Download Now

Learn more:

NetSuite ODBC Driver

The NetSuite ODBC Driver is a powerful tool that allows you to connect with live NetSuite data, directly from any applications that support ODBC connectivity.

Access NetSuite like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.



You can use the CData NetSuite ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import NetSuite data into Microsoft Power Query.

The CData ODBC Driver for NetSuite enables you to link to NetSuite data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import NetSuite data into Microsoft Power Query.

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.

Import NetSuite Data

Follow the steps below to import NetSuite data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData NetSuite Source
  3. Enter the SELECT statement to import data with. For example:

    SELECT Customer.FirstName AS CustomerName, SalesOrder.Total AS SalesOrderTotal FROM SalesOrder, Customer
  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.