NetSuite SuiteAnalytics - Connect to Source Medium

NetSuite SuiteAnalytics - Connect to Source Medium

Follow this integration guide to connect your NetSuite2 Analytics data to Source Medium.

NetSuite SuiteAnalytics setup requirements

  • Administrator permissions in NetSuite.
  • Access to the SuiteAnalytics feature in NetSuite. Suite Analytics is a premium NetSuite feature. Contact your NetSuite administrator if you have questions about this feature.
  • To use the NetSuite2.com data source, you need to configure your NetSuite2.com data source and obtain credentials.

Step 1: Find your service host, port, and account ID

  1. In the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.
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  2. Click Your Configuration. Your service host, port, and account ID information appear.
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  3. Make a note of your host, port, and account ID. You will need them later.

Step 2: Enable Token-Based Authentication

  1. In your NetSuite dashboard, go to Setup > Company > Enable Features
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  2. On the SuiteCloud tab of the Enable Features page, check Client SuiteScript in the SuiteScript section.
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  3. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.
  4. On the SuiteCloud tab of the Enable Features page, check Server SuiteScript in the SuiteScript section.
  5. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.
  6. On the SuiteCloud tab of the Enable Features page, check the Token-Based Authentication in the Manage Authentication section.
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  7. Click I Agree to accept SuiteCloud Terms of Service displayed in a new tab.
  8. Click Save.

Step 3: Create Integration Record

  1. Go to Setup > Integration > Manage Integrations > New.
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  2. Enter the name SourceMediumIntegration and optional description.
    1. Ensure State is Enabled.
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  3. Under the Authentication tab, check Token-based Authentication and uncheck all other options.
  4. Click Save.
  5. The system will display Consumer Key and Consumer Secret. Make a note of them. You will need them later.

    6. IMPORTANT: Safely store these details. After you leave this page, they cannot be retrieved from the system. If you lose or forget these credentials, you will need to reset them to obtain new values.

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For more information on creating integration records, see NetSuite's documentation.

Step 4: Assign permissions to a user

  1. Navigate to Setup > Users/Roles > Manage Roles > New.
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  2. Enter SourceMediumRole in the Name input field for the role.
  3. Scroll down to the Permissions tab, click the Setup tab and add the following permissions:
    1. Log in using Access Tokens
    2. SuiteAnalytics Connect
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  4. Click Save.
  5. Navigate to Setup > Users/Roles > Manage Users.
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  6. Decide which NetSuite user you want to connect to Source Medium. Click on the username to open the user details page. It may be a good idea to create a dedicated User for Source Medium.
  7. Click Edit.
  8. Scroll down to the Access tab and click it. Ensure the Give Access box is checked. Add the following roles under the Roles tab:
    1. The created dedicated Source Medium role (SourceMediumRole in the example)
    2. The system Data Warehouse Integrator role
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  9. Click Save.

Step 5: Create Access Token

  1. Log in as an administrator or a user with the Access Token Management permission. Go to Setup > Users/Roles > Access Tokens and click New.
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  2. Select Application Name you specified when creating the Integration record - SourceMediumIntegration.
  3. Select User you have assigned the created role.
  4. Select Data Warehouse Integrator from the Role menu.
  5. Click Save and make a note of the Token ID and Token Secret displayed. You will need them later.
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For more information on creating access tokens, see NetSuite's documentation

Step 6: Get the Data Warehouse Integrator Role ID

  1. In the menu bar at the top of the NetSuite dashboard, select Setup > Users/Roles > Manage Roles.
  2. Find the Internal ID of the Data Warehouse Integrator role in the role list table on the Manage Roles page and make a note of it. You will need it later.
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Step 7: Provide Source Medium with the following information

  1. host, port, and account ID from Step 1.
  2. Consumer key and Consumer secret from Step 3.
  3. Token ID and Token secret from Step 5.
  4. Role ID (Data Warehouse Integrator Role ID) from Step 6.

Email the above info to integrations@sourcemedium.com.