ETL+ for NetSuite

How to configure NetSuite for ETL+ and configure ETL+ to connect to NetSuite as a data source.

Installation Checklist

  1. Click here to fill out the DataSelf Analytics Deployment Form.

  2. Click here for ETL+ pre-installation.

  3. Follow the instructions at .

    1. You must have the Suite Analytics add-on to grant ETL+ read access to your data.

    2. For the scheduled and automatic NetSuite data extraction, you might use an existing NetSuite user, allocate a new unused NetSuite user license, or subscribe for a new NetSuite user license.

  4. Get the DSN file included in the ODBC bundle downloaded from the steps above. This DSN file should contain parameters that are necessary for the next step.
    Open the DSN file with Window ODBC Data Source Administrator.

  5. Make NetSuite a data source for ETL+. Follow the instructions for ETL+ Connection to NetSuite below.

  6. Test the connection by loading a table. Follow the instructions for Testing a Table Load below.

  7. Optional. Put the loading process on a schedule.

NOTES

ETL+ Connection to NetSuite

  1. If you haven’t installed ETL+ yet: ETL+ Deployment Instructions.

  2. Login to ETL+ (help here).

  3. Select Add Source > ODBC on

  4. Right-click NetSuite on the > Properties

  5. On the ODBC Data Sources page, double-click NetSuite on the Name/Driver list

  6. Enter credentials.

  7. Leave the Alias as is, or customize it as desired.

  8. Click Connect.

You should now see tables listed under the NetSuite source on the .

Testing a Table Load

Right-click a table on ETL main page’s center panel → Load Now.

  • Failure? It’s likely that the prior step wasn’t properly configured. Go back and review it.

  • Click the Log icon (top right) to view data load results. Log page help here.

Level 1 Testing

The Level 1 Testing checks if the data extraction process finished successfully and row count per extracted table matches with NetSuite’s table row counts.

ETL+ must have already loaded your data manually or scheduled.

Steps

  • Login to ETL+ (help here).

  • On the ETL main page, click the top-right Log icon. Log page help here.

  • Scroll down on the log page and double-check that no table load failed, and the row count matches with the NetSuite tables. Following is an example highlighting two tables and their loaded row count.

Troubleshooting

  • Failed to load tables:

    • Check that the user assigned to DataSelf has reading rights to that particular data set.

    • Click Back from the Log page, on the ETL main page, select the failing table on the center panel, check that its SQL Statement on the right panel has correct information.

  • Tables with record count different than in NetSuite:

    • It might be just that new records have been populated in NetSuite since the DataSelf data load. Reload the data. Click Back from the Log page, on the ETL main page, select the table with incorrect row cound on the center panel, right-click the table on the center panel again -> Load Now. This might take a while if the table has a large data set.

    • The user assigned to DataSelf might have access to limited data sets, such as only data from one Division. Check the user’s security credentials.


Schedule the Data Load

  • On the ETL main page, click Refresh Batch (top right icon on the center panel).

  • The Refresh Batch page (help here) usually comes pre-configured to your source system(s).

    • Overview this page’s configuration. On the right panel, feel free to uncheck tables and Tableau extracts that don’t apply to your reporting needs.

  • Run a Refresh Batch now (optional): click the Refresh Batch Now (play icon) on the left panel.

  • To schedule the data load (optional):

    • Click WTS Settings -> enter the WTS parameters → Apply.

    • This step might require you to run ETL+ app as “Run as administrator” in Windows.

  • Click Close -> Close.