Use the CData SSIS Components to Insert New or Update Existing NetSuite Records from SQL Server



Easily push SQL Server data to NetSuite using the CData SSIS Components. This example uses an SSIS workflow to either insert new records into NetSuite or update existing records with data from a SQL Server database.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Components for NetSuite allow you to easily transfer data from SQL Server to NetSuite.

This article demonstrates how to use the CData SSIS Components for NetSuite inside of a SQL Server Integration Services workflow to export data from SQL Server to NetSuite, utilizing a lookup component to find and update any existing records or insert new records.

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


Add the Components

To get started, add a new OLE DB source, CData NetSuite lookup, and two CData NetSuite destinations (one to handle a lookup with a match and one to handle a lookup without a match) to a new data flow task.

Configure the OLE DB Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the OLE DB Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into NetSuite.
  3. Close the OLE DB Source wizard and connect it to the CData NetSuite Destination.

Create a New Connection Manager for NetSuite

Follow the steps below to save connection properties in the Connection Manager.

  1. Create a new Connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select the CData NetSuite Connection Manager.
  3. Configure the connection properties. A typical NetSuite connection requires:
    • User
    • Password
    • AccessToken

Configure the NetSuite Lookup

In the lookup component Transform Editor, define mappings from the SQL Server source table into the NetSuite lookup table.

  1. Double-click the NetSuite lookup to open the lookup component editor.
  2. In the Connection tab, select the Connection manager previously created.
  3. On the Connection tab, specify the Connection manager (or create a new one) and the table into which the data will be upserted. In this case, you will transfer Account records.
  4. On the Columns tab, configure the mapping of the primary key from the input columns to the primary key of the lookup columns.

Configure the NetSuite Destinations

Using the lookup component, you know which entries from the data source already exist in NetSuite and which ones are new. Configure two NetSuite components to handle the situation where a match is found and a match is not found.

Lookup Match Destination

If the lookup component returns a match, update the existing record in NetSuite.

  1. Map the Lookup Match Output to a NetSuite destination component.
  2. Double-click the NetSuite destination to open the destination component editor.
  3. In the Connection Manager tab, select the Connection manager previously created.
  4. Specify the table which will be updated and set the Action to "Update."
  5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns (be sure to map the SQL Server primary key column to the NetSuite primary key column).

Lookup No Match Destination

If the lookup component does not return a match, add a new record to NetSuite.

  1. Map the Lookup No Match Output to a NetSuite destination component.
  2. Double-click the NetSuite destination to open the destination component editor.
  3. In the Connection Manager tab, select the Connection manager previously created.
  4. Specify the table into which the new record will be inserted and set the Action to "Insert."
  5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

Ready to get started?

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Learn more:

NetSuite Icon NetSuite SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with live NetSuite data through SSIS Workflows.

Use the NetSuite Data Flow Components to synchronize with Leads, Contacts, Opportunities, Accounts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!