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

⇱ Use the CData ODBC Driver for NetSuite in Microsoft Power Query

Use the CData ODBC Driver for NetSuite in Microsoft Power Query

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
You can use the CData NetSuite ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import NetSuite data into Microsoft Power Query.

The CData ODBC Driver for NetSuite enables you to link to NetSuite data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import NetSuite data into Microsoft Power Query.

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.

Import NetSuite Data

Follow the steps below to import NetSuite data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: 
    Provider=MSDASQL.1;Persist Security Info=False;DSN=CData NetSuite Source

  3. Enter the SELECT statement to import data with. For example: 

     SELECT Customer.FirstName AS CustomerName, SalesOrder.Total AS SalesOrderTotal FROM SalesOrder, Customer
    👁 The ODBC connection string and SELECT query. (Salesforce is shown.)

  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

    👁 Tables loaded in Power Query. (Salesforce is shown.)

Ready to get started?

Download a free trial of the NetSuite ODBC Driver to get started:

 Download Now

Learn more:

👁 NetSuite Icon
NetSuite ODBC Driver

The NetSuite ODBC Driver is a powerful tool that allows you to connect with live NetSuite data, directly from any applications that support ODBC connectivity.

Access NetSuite like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.