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

⇱ Integrate with NetSuite Data in SnapLogic

Integrate with NetSuite Data in SnapLogic

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and integrate with live NetSuite data in SnapLogic.

SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect AI, SnapLogic gets access to live NetSuite data. This article demonstrates how to connect to NetSuite using Connect AI and integrate with NetSuite data in SnapLogic.

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 SnapLogic

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

Connect to NetSuite from SnapLogic using Connect AI

To establish a connection from SnapLogic to CData Connect AI, you will need to download the CData Connect AI JDBC Driver.

  1. Open the Integrations page of CData Connect AI.
  2. Search for and select JDBC.
  3. Download and run the setup file.
  4. When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).

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

  1. Log into SnapLogic.
  2. Click the Managers tab.
  3. Select a folder from the Project Spaces to add the JDBC JAR file to. 👁 Selecting the hosting folder for the JAR file.
  4. Click the Files tab. 👁 Navigating to the 'Files' tab.
  5. Click the button in the top right to upload the CData Connect AI JDBC JAR file. It appears as a file once uploaded. 👁 Adding the JDBC Driver JAR
  6. Click the Designer tab.
  7. Click JDBC to expand the options for "snaps."
  8. Click and drag a Generic JDBC - Select "snap" onto the designer. 👁 Using a 'Select' snap.
  9. Click Add Account > Continue.
  10. Enter the JDBC connection properties.
    • JDBC driver: add the CData Connect AI JAR file
    • JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
    • JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
    • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated previously.
    👁 Configuring the connection to CData Connect AI.
  11. Click Validate. If the connection succeeds, the "snap" is ready to use.
  12. Click Apply.

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 SnapLogic, try CData Connect AI today!