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URL: https://www.cdata.com/kb/tech/netsuite-odata-sap-lumira.rst

⇱ Consume NetSuite OData Feeds in SAP Lumira

Consume NetSuite OData Feeds in SAP Lumira

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the API Server to create data visualizations on NetSuite feeds that reflect any changes in SAP Lumira.

You can use the CData API Server to create data visualizations based on NetSuite data in SAP Lumira. The API Server enables connectivity to live data: dashboards and reports can be refreshed on demand. This article shows how to create a chart that is always up to date.

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


Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure NetSuite OData services:

Connect to NetSuite

To work with NetSuite data from SAP Lumira, we start by creating and configuring a NetSuite connection. Follow the steps below to configure the API Server to connect to NetSuite data:

  1. First, navigate to the Connections page.
  2. Click Add Connection and then search for and select the NetSuite connection. 👁 Selecting a data source (SQLite is shown)
  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.

    👁 Connecting to a datasource (SQLite is shown)
  4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your NetSuite data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

  1. On the Users page, click Add User to open the Add User dialog.
  2. Next, set the Role, Username, and Privileges properties and then click Add User. 👁 Configure a new user
  3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page: 👁 API Server user settings

Creating API Endpoints for NetSuite

Having created a user, you are ready to create API endpoints for the NetSuite tables:

  1. First, navigate to the API page and then click Add Table . 👁 Add tables
  2. Select the connection you wish to access and click Next. 👁 Select the connection (SQLite is shown)
  3. With the connection selected, create endpoints by selecting each table and then clicking Confirm. 👁 Adding tables from the connection (SQLite is shown)

Gather the OData Url

Having configured a connection to NetSuite data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

👁 API Endpoints

Connect to NetSuite from SAP Lumira

Follow the steps below to retrieve NetSuite data into SAP Lumira. You can execute an SQL query or use the UI.

  1. In SAP Lumira, click File -> New -> Query with SQL. The Add New Dataset dialog is displayed.
  2. Expand the Generic section and click the Generic OData 2.0 Connector option.
  3. In the Service Root URI box, enter the OData endpoint of the API Server. This URL will resemble the following: 
    https://your-server:8080/api.rsc
  4. In the User Name and Password boxes, enter the username and authtoken of an API user. These credentials will be used in HTTP Basic authentication. 👁 The OData endpoint and HTTP Basic authentication configured for an API user.

  5. Select entities in the tree or enter an SQL query. This article imports NetSuite SalesOrder entities.

    👁 Available entities for import. (Salesforce is shown.)

  6. When you click Connect, SAP Lumira will generate the corresponding OData request and load the results into memory. You can then use any of the data processing tools available in SAP Lumira, such as filters, aggregates, and summary functions.

    👁 Tables of NetSuite data to be imported into SAP Lumira. (Salesforce Accounts are shown.)

Create Data Visualizations

After you have imported the data, you can create data visualizations in the Visualize room. Follow the steps below to create a basic chart.

  1. In the Measures and Dimensions pane, drag measures and dimensions onto the x-axis and y-axis fields in the Visualization Tools pane. SAP Lumira automatically detects dimensions and measures from the metadata service of the API Server.

    By default, the SUM function is applied to all measures. Click the gear icon next to a measure to change the default summary.

  2. In the Visualization Tools pane, select the chart type.
  3. In the Chart Canvas pane, apply filters, sort by measures, add rankings, and update the chart with the current NetSuite data. 👁 A basic line chart. (Salesforce is shown.)