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URL: https://www.cdata.com/kb/tech/netsuite-cloud-filemaker-pro.rst

⇱ Connect to NetSuite Data from Filemaker Pro (Mac)

Connect to NetSuite Data from Filemaker Pro (Mac)

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and query live NetSuite data from Filemaker Pro on Mac.

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect AI, FileMaker Pro gets access to live NetSuite data. This article demonstrates how to connect to NetSuite using Connect AI and query NetSuite data in FileMaker Pro.

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 FileMaker Pro

Connectivity to NetSuite from FileMaker Pro is made possible through CData Connect AI. To work with NetSuite data from FileMaker Pro, 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 Filemaker Pro.

Connect to NetSuite from FileMaker Pro using Connect AI

To establish a connection from FileMaker Pro to the CData Connect AI Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect AI

  1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
  2. Configure a DSN for the Actual ODBC driver by setting the following properties:
    • URL: tds.cdata.com
    • Port: Change the port from 1433 to 14333
    • Username: Your Connect AI email address
    • Password: the PAT you created earlier

Query NetSuite from FileMaker Pro

  1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query. 👁 Configuring the query by selecting columns.
  2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
  3. In "Table.Column,"" select a table and a column name.
  4. Set the "Operator" to =.
  5. Select "Column," and then select the same table and column name as "Table.Column."
  6. Click "Insert into SQL Query." 👁 Configuring the query by setting the WHERE clause.
  7. If no other modifications to the SQL query are required, click "Execute."

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect AI today!