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URL: https://www.cdata.com/kb/tech/netsuite-cloud-crystal-reports.rst

⇱ Connect to NetSuite Data from Crystal Reports

Connect to NetSuite Data from Crystal Reports

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and report on live NetSuite data from Crystal Reports.

Crystal Reports is a business intelligence application by SAP designed to help you analyze your data with well-formatted, pixel-perfect, and multi-page reports. When paired with CData Connect AI, Crystal Reports gets access to live NetSuite data. This article demonstrates how to connect to NetSuite using Connect AI and report on NetSuite data in Crystal Reports.

CData Connect AI provides a pure SQL Server interface for NetSuite, allowing you to query data from NetSuite without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to NetSuite, leveraging server-side processing to return the requested NetSuite data quickly.

About NetSuite Data Integration

CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:

  • Access all editions of NetSuite, including Standard, CRM, and OneWorld.
  • Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
  • Access predefined and custom reports through support for Saved Searches.
  • Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
  • Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.

Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData's solutions to integrate their NetSuite data into comprehensive databases and data warehouse using CData Sync directly or leveraging CData's compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.

For more information about our Oracle NetSuite solutions, read our blog: Drivers in Focus Part 2: Replicating and Consolidating ... NetSuite Accounting Data.


Getting Started


Configure NetSuite Connectivity for Crystal Reports

Connectivity to NetSuite from Crystal Reports is made possible through CData Connect AI. To work with NetSuite data from Crystal Reports, we start by creating and configuring a NetSuite connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "NetSuite" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to NetSuite.

    The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

    See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to NetSuite data from Crystal Reports.

Connect to NetSuite from Crystal Reports using Connect AI

To establish a connection from Crystal Reports to CData Connect AI, you will need to download the JDBC driver.

  1. Open the Client Tools page of CData Connect AI.
  2. Search for and select JDBC.
  3. Download and run the setup file.
  4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
  5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the Crystal Reports installation location and configure the connection to Connect AI.

  1. Find the installation directory for Crystal Reports, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
  2. Paste the JDBC Connect JAR file into the Crystal Reports installation directory.
  3. Go to the parent java folder. For example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java This folder should contain a CRConfig file. 👁 Locating the CRConfig file in the Crystal Reports installation directory.
  4. Open CRConfig in a text editor.
  5. Add the path to the JDBC CData Connect JAR file in the
  6. Log into Crystal Reports and start a blank report.
  7. In the Database Expert dialog, click Create New Connection.
  8. Select the JDBC data source and the tables you want to add. Click OK. 👁 Selecting the JDBC data source.
  9. In the Connection dialog, enter the Connection URL (e.g. jdbc:connect:AuthScheme=Basic;user=username;password=PAT;) and Database Classname (e.g. cdata.jdbc.connect.ConnectDriver). 👁 Configuring the connection.
  10. Click Finish. The Database Expert dialog displays all available connections. 👁 Browsing the available data from Connect AI.

You can now create reports with the connected data.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Crystal Reports, try CData Connect AI today!