Integrate with live NetSuite SuiteAnalytics Data in Jitterbit

Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and integrate live NetSuite SuiteAnalytics data in Jitterbit.

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live NetSuite SuiteAnalytics data. This article demonstrates how to connect to NetSuite SuiteAnalytics using Connect AI and integrate with live NetSuite SuiteAnalytics data in Jitterbit.

CData Connect AI provides a pure OData 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 Jitterbit

To work with NetSuite SuiteAnalytics data from Jitterbit, we need to connect to NetSuite SuiteAnalytics from Connect AI, provide user access to the connection, and create a Workspace for the NetSuite SuiteAnalytics data.

Connect to NetSuite SuiteAnalytics from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  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.

Configure NetSuite SuiteAnalytics Endpoints for Jitterbit

After connecting to NetSuite SuiteAnalytics, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
  2. Click Add to add new assets to the Workspace.
  3. Select the NetSuite SuiteAnalytics connection (e.g. SuiteAnalytics1) and click Next.
  4. Select the table(s) you wish to work with and click Confirm.
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to NetSuite SuiteAnalytics data from Jitterbit.

Connect to NetSuite SuiteAnalytics from Jitterbit using Connect AI

To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.

  1. Log into Jitterbit.
  2. Create a project in Cloud Studio and provide a workspace environment for it.
  3. click Sources and enter OData in the search bar.
  4. Select the OData connector.
  5. Enter the OData connection properties.
    • Connection Name: enter a connection name.
    • OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
    • Authentication: select Basic Auth.
    • User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
  6. Click Test to test the connection, and then click Save Changes.
  7. Choose the operation you want to perform and drag it to the workflow in your project.
  8. Double-click the query operation to see all the tables and derived views available in your OData endpoint.
  9. Select a table and configure the query.

You can now transform and integrate live NetSuite SuiteAnalytics data in Jitterbit.

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