How to Access Live NetSuite Data in Power Automate Desktop via ODBC

Jerod Johnson
Director, Technology Evangelism

The CData ODBC Driver for NetSuite enables you to integrate NetSuite data into workflows built using Microsoft Power Automate Desktop.

The CData ODBC Driver for NetSuite enables you to access live NetSuite data in workflow automation tools like Power Automate. This article shows how to integrate NetSuite data into a simple workflow, moving NetSuite data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live NetSuite data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to NetSuite, the driver pushes supported SQL operations, like filters and aggregations, directly to NetSuite and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

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

Connect to NetSuite as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate NetSuite Data into Power Automate Workflows

After configuring the DSN for NetSuite, you are ready to integrate NetSuite data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

👁 A new flow in Power Automate

In the flow editor, you can add the actions to connect to NetSuite, query NetSuite using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

Connection string: DSN=CData NetSuite Source

After configuring the action, click Save.

👁 A configured 'Open SQL connection' action

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

Get connection by: SQL connection variable
SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
SQL statement: SELECT * FROM SalesOrder

After configuring the action, click Save.

👁 A configured 'Execute SQL statement' action

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
File path: set to a file on disk
Configure Advanced settings as needed.

After configuring the action, click Save.

👁 A configured 'Write to CSV file' action

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

👁 A configured 'Close SQL connection' action

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

👁 A fully configured workflow

Now you have a workflow to move NetSuite data into a CSV file.

👁 Application data in a CSV file (Salesforce is shown)

With the CData ODBC Driver for NetSuite, you get live connectivity to NetSuite data within your Microsoft Power Automate workflows.

URL: https://www.cdata.com/kb/tech/netsuite-odbc-power-automate.rst