NetSuite is a cloud-based ERP solution of enterprise-grade business management tools, including accounting, CRM, e-commerce, inventory management, and more. It’s an all-in-one solution that simplifies various aspects of business operations.
To retrieve data from NetSuite Actuals supports multiple integration methods:
- Using SuiteQL though the SuiteTalk REST web services
- Using Saved Searches
Option 1: SuiteQL using the SuiteTalk REST web service
Prerequisites
- Administrator access to you NetSuite environment
Create a Actuals User
- We suggest to create a separate Actuals user inside NetSuite. This way it’s always easy to distinguish the Actuals API usage from other users. And makes the connection independent of other users. For this you can use e-mailaddress: accounts@actuals.io
- Grant this user access to create and maintain TBA credentials and access the SuiteQL REST API.
- If you grant us this access we will create a TBA token ourselves.
- Confirm you invited accounts@actuals.io to your Actuals Implementation consultant.
The NetSuite SuiteQL REST API allows us to receive a maximum of 100.000 records for a single query. In certain usecases it might not be possible to extract the data using the SuiteQL method. In those cases we might need to use the ODBC/JDBC driver and run queries using the ODBC/JDBC API.
Option 2: Saved Searches
SuiteQL can provide a fully automated data exchange between Actuals and NetSuite using option 1 mentioned above. A lesser automated method can be realised using NetSuite Saved Searches. Using a saved search you can create custom reports that contain the neccesary data for the Actuals platform. Share this report periodically with the Actuals platform, or create a scheduled mail to share it with a Actuals e-mail address.
Before sharing NetSuite data always take data immutability and modification into consideration or discuss these subjects with your Actuals Implementation Consultant.