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Symon.AI Help Center

NetSuite

Abstract

Connect your Symon.AI and NetSuite accounts to import your data.

Connect your Symon.AI and NetSuite accounts to import your data.

Before you begin

Ensure that you find the following information from your NetSuite account before setting up your import connection:

Field

Location

Account ID

Go to Setup → Company → Company Information to find the account ID.

Consumer key and secret

Go to Setup → Integration → Manage Integrations → New to create a new integration.

Ensure that you select Token-based Authentication . Click Save. Copy the provided consumer key and secret.

Important

The Consumer key and secret will be provided by NetSuite at this time only. Ensure that you copy and save the key and secret.

Token ID and secret

Go to Create new tokens - Setup → Users/Roles → Access Tokens → New to create a new token. Fill in the details, and click Save.

Caution

The Token ID and secret will be provided by NetSuite at this time only. Ensure that you copy and save the ID and secret.

Important

NetSuite objects need view permission to access the data. Ensure that the role you use to create access token has the necessary view permission on each object. You can find the list of permissions in the Netsuite Permissions documentation.

Supported data sources

During an import, you can select any or all of the following entities to import data for:

  • Customer

  • CustomerPayment

  • Currency

  • Accounts

  • Vendors

  • VendorBills

  • VendorPayment

  • Invoice

  • Classifications

  • InventoryTransfer

  • InventoryAdjustment

  • PriceLevel

  • InventoryItem

  • SalesOrders

  • CreditMemos

  • Items

  • PurchaseOrder

Import your data sets

Follow these steps to import your NetSuite data into Symon.AI.

Configuring the NetSuite connection

  1. In Symon.AI, go to the Data page.

  2. Click Import data.

  3. In the Third-party sources section, click NetSuite.

  4. Click New connection.

  5. On the Connect to your Model page, enter the following information to connect:

    Field

    Description

    Connector name

    The name of the connection.

    Account ID

    The account ID for your NetSuite account.

    Consumer key

    The Consumer key to identify your NetSuite account.

    Consumer secret

    The Consumer secret to identify and authenticate to your NetSuite account.

    Token ID

    The Token ID to identify your NetSuite account.

    Token secret

    The Token secret to identify and authenticate to your NetSuite account.

  6. Click Next.

  7. On the Choose data sets page, the available data sets show. Select which data sets you want to include, or select Include all. Click Next.

  8. On the Import data page, select which data sets to include or obfuscate. Click Next.

    Note

    Column type is determined by NetSuite and cannot be changed.

  9. On the Filter data page, optionally click Filter data to refine your data, or click Import data to continue.

    1. Filter the rows in your data by selecting the column to filter, the filter category and the value or text.

    2. Click Import data to continue.

    Note

    For more information about how to configure data filters, see: Filter data.

  10. On the Review page, review the data sets that you are importing. Click Import data.

    You are redirected to the My data page where you can review the progress of the import. After the data is imported, you can click + Create pipe.

Usage examples

With a NetSuite connection, you can import the data you want to analyze in Symon.AI.

Security and privacy

In NetSuite, when you set up a new integration and access tokens, you recieve secret values that are only available at the time of creation. Ensure that you copy these values, and provide them to Symon.AI during the creation of your NetSuite connector. We encrypt these values before we store them, and only decrypt them internally when you initiate an import from NetSuite.

Error handling

The following errors may appear during the import process:

Error

Description

Solution

Invalid account ID. Update your connection details and try again.

If you provide an incorrect account ID, you will receive this error after creating the connection.

To fix this error, edit your connection (or create a new one) with the correct account ID to import from NetSuite.

Invalid consumer key, consumer secret, token ID, or token secret. Update your connection details and try again.

If you provide an incorrect consumer key, secret or token ID/secret (or the associate integration/access tokens are deleted from NetSuite), you will receive this error.

Note

This error only appears after you start an import. It will not appear during the creation of a connection.

To fix this error, edit your connection, or create a new one, with the correct values. This might require you to create a new integration and access tokens within NetSuite to obtain new secret values if you did not save the values.