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Welcome to Datagrid
Welcome to Datagrid
Oracle Netsuite

Oracle Netsuite

The Oracle Netsuite connector allows you to seamlessly pull data from your Netsuite account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Netsuite data, providing enhanced insights and reporting capabilities.

1. How-to

1. Prerequisites

To configure the Oracle Netsuite connector, follow these steps:

  • An active Oracle Netsuite account with the necessary permissions to access the projects and data you want to import into Datagrid.
  • Ensure that your Netsuite account has the SuiteAnalytics Connect feature enabled.
  • Select the data you want to import into Datagrid.

2. Connect

Creating a dataset from the Oracle Netsuite connector involves selecting the specific data you want to import via Netsuite:

  1. Connect Oracle Netsuite App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Oracle Netsuite connector from the list. d. Log in with your Oracle Netsuite account. Oracle Netsuite may prompt you to authorize Datagrid's access to your Netsuite data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Oracle Netsuite data you want to include in your dataset (e.g., Customers, Sales Orders, Invoices). b. Click the “Start First Import” Button to start syncing your Oracle Netsuite dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Oracle Netsuite:

  1. Navigate to Oracle Netsuite Dataset: a. Go to the left side panel and locate and click on the Oracle Netsuite dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Customers
  • Sales Orders
  • Invoices
  • Items
  • Vendors
  • Purchase Orders
  • Accounts
  • Transactions
  • Employees
  • Subsidiaries

3. Use Cases

  • Financial Reporting: Combine Netsuite's financial data with other business data in Datagrid to create comprehensive financial reports and dashboards.
  • Sales Performance Analysis: Analyze sales data from Netsuite alongside marketing and customer data to identify trends, improve forecasting, and optimize sales strategies.
  • Inventory Management: Integrate Netsuite's inventory data with supply chain and demand data in Datagrid to optimize inventory levels, reduce costs, and improve order fulfillment.
  • Customer Relationship Management: Combine Netsuite's customer data with customer support and engagement data to gain a 360-degree view of your customers and improve customer satisfaction.
  • E-commerce Analytics: Analyze e-commerce data from Netsuite with web analytics and marketing data to optimize online sales, improve customer experience, and increase revenue.

4. FAQ

Q: What types of data can I import from Oracle Netsuite into Datagrid?

  • A: You can import a wide range of data, including customers, sales orders, invoices, items, vendors, purchase orders, accounts, transactions, employees, and subsidiaries.

Q: How often can I schedule data pulls from Oracle Netsuite?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect Oracle Netsuite to Datagrid?

  • A: You need an active Oracle Netsuite account with the necessary permissions to access the projects and data you want to import into Datagrid. Ensure that your Netsuite account has the SuiteAnalytics Connect feature enabled.

5. Support & Additional Resources