Netsuite Analytics Integration

Netsuite Suite Analytics Connect In a Few Quick Steps!

Managing massive data is not an easy task and becomes even more cumbersome if your organization uses many systems. Using a simple extract to pull information from NetSuite and other tools by hand is time-consuming and may be error-prone, as well as likely to result in key information being overlooked. That’s where it is then: NetSuite SuiteAnalytics Connect,a great tool geared towards helping clients achieve the best of the best in terms of BI environments and real-time analytics. It is this perfect tool that allows you to easily extract and work with your NetSuite data in your favourite third-party applications. You can get the help of a NetSuite CRM expert to connect this seamlessly.

Step-by-Step Process for NetSuite SuiteAnalytics Connect

Step 1: Enable SuiteAnalytics Connect

• Log in to NetSuite: Open your NetSuite account and log in with your credentials.
• Navigate to Setup: Go to Setup > Company > Enable Features.
• Enable the Feature: Under the Analytics tab, check the box for SuiteAnalytics Connect and save your changes.

Step 2: Install the SuiteAnalytics Connect Driver

• Download the Driver: Go to Setup > Integration > SuiteAnalytics Connect > Download Connect Driver.
• Choose Your OS: Select the appropriate driver for your operating system (Windows, Mac, or Linux) and download the file.
• Install the Driver: Follow the installation instructions specific to your operating system to install the SuiteAnalytics Connect driver.

Step 3: Configure ODBC/JDBC Connection

• Open Data Source Administrator:On Windows, open the ODBC Data Source Administrator tool. For Mac or Linux, use the relevant database connection tools.
• Add a New Data Source: Click on Add to create a new data source and select the NetSuite SuiteAnalytics Connect Driver.
• Enter Connection Details: Input your NetSuite account ID, role ID, email, and password. Also, include the server URL provided by NetSuite.
• Test Connection: Click Test Connection to ensure the details are correct and the connection is successful.

Step 4: Set Up the Connection in Your External Application

• Open Your Application: Launch the external application you want to use for analytics (e.g.,Excel,Tableau, or any BI tool).
• Create a New Connection:Select the option to create a new data connection and choose the ODBC/JDBC driver you configured.
• Connect to NetSuite: Input the connection details you configured earlier to establish a connection with your NetSuite data.
• Import Data: Once connected, you can start importing and analyzing your NetSuite data within the external application.

Step 5: Customize and Analyze Your Data

• Select Data Sets: Choose the specific data sets you want to analyze. SuiteAnalytics Connect allows you to access various NetSuite tables and fields.
• Create Reports: Use the features of your external application to create custom reports, dashboards, and visualizations.
• Perform Analysis: Leverage the analytical tools available to gain insights into your business operations,identify trends, and make data-driven decisions.

Step 6: Automate Data Refresh

• Schedule Refreshes: Most external applications allow you to schedule automatic data refreshes. Set up a schedule that suits your reporting needs.
• Monitor and Adjust: Regularly check the data refresh status and make adjustments as necessary to ensur your reports are always up-to-date.

Conclusion

Implementing NetSuite SuiteAnalytics Connect also provides you with a one-stop solution for working with and accessing data that resides in NetSuite from external applications. This integration saves you time, minimizes errors,and contributes to a more profound analysis of your business processes. This tool acts as an additional tool for analyzing data and improving work on projects. Become a data-fluent organisation today and learn the right way to analyse your data. You can consult with a professional web development company or hire website developers to better assist you.