Connect to NetSuite SuiteAnalytics Data from HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect AI, HediSQL reach extends to include access to live NetSuite SuiteAnalytics data. This article demonstrates how to connect to NetSuite SuiteAnalytics using Connect AI and query NetSuite SuiteAnalytics data in HeidiSQL.

CData Connect AI provides a pure SQL Server interface for NetSuite SuiteAnalytics, allowing you to query data from NetSuite SuiteAnalytics without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to NetSuite SuiteAnalytics, leveraging server-side processing to return the requested NetSuite SuiteAnalytics data quickly.

Configure NetSuite SuiteAnalytics Connectivity for HeidiSQL

Connectivity to NetSuite SuiteAnalytics from HeidiSQL is made possible through CData Connect AI. To work with NetSuite SuiteAnalytics data from HeidiSQL, we start by creating and configuring a NetSuite SuiteAnalytics connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "NetSuite SuiteAnalytics" from the Add Connection panel

3. Enter the necessary authentication properties to connect to NetSuite SuiteAnalytics.

   Prerequisites

   Before you can connect to NetSuite SuiteAnalytics, you must set up SuiteAnalytics Connect in your NetSuite account:

   1. Enable the Connect Service feature.

      1. Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.

      2. Navigate to Setup > Company > Enable Features.

      3. Click the Analytics tab and check the SuiteAnalytics Connect box.

   2. Add the SuiteAnalytics Connect permission to an existing Role, and note the Role ID for later.

   3. Find the Settings portlet on your home page and click Set Up SuiteAnalytics Connect, then click Your Configuration to view your service host and account ID. These settings map directly to the Server and Account Id properties.

   Add the NetSuite SuiteAnalytics Connection

   1. Open the Sources page of the Connect Cloud dashboard.

   2. Click Add Connection and select NetSuite SuiteAnalytics from the list of connectors.

   3. Enter a Connection Name of your choice.

   Authenticate to NetSuite SuiteAnalytics

   Set the following required properties:

   • Server: The Service Host value you found when setting up SuiteAnalytics Connect.

   • Account Id: The Account ID value you found when setting up SuiteAnalytics Connect.

   • Role Id: The internal ID of the login role you granted the SuiteAnalytics Connect permission.

   Next, choose one of the supported authentication methods:

   Basic authentication

   • User: The username you use to authenticate to your NetSuite account.

   • Password: The password associated with that account.

   Token-based authentication

   • Consumer Key and Consumer Secret: Generated when you create your integration record in NetSuite.

   • Token Key and Token Secret: The access token and secret generated for that integration.

   After you enter your credentials, click Save & Test to validate the connection.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add NetSuite SuiteAnalytics Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to NetSuite SuiteAnalytics data from HeidiSQL.

Connect to NetSuite SuiteAnalytics from HeidiSQL using Connect AI

To establish a connection from HeidiSQL to the CData Connect AI Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

1. In the Session Manager, select New in the bottom-left
2. Give the new session a descriptive name, e.g. Connect-Cloud-NetSuite SuiteAnalytics

Configure a SQL Server Connection to Connect AI

1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
2. The Library DLL should automatically update to MSOLEDBSQL
3. Set the Hostname/IP to tds.cdata.com
4. Set the User to your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
5. Set the Password to your PAT created in Connect AI in the previous section.
6. Set the Port to 14333

Query NetSuite SuiteAnalytics from HeidiSQL

1. In the database listing on the left, find your connection to NetSuite SuiteAnalytics configured earlier.
2. Expand this connection to view individual tables or data objects present within NetSuite SuiteAnalytics.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

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