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URL: https://www.cdata.com/kb/tech/netsuite-sync-csv.rst

⇱ Automated Continuous NetSuite Replication to Local Delimited Files

Automated Continuous NetSuite Replication to Local Delimited Files

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Sync for automated, continuous, customizable NetSuite replication to delimited files (CSV/TSV).

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live NetSuite data into local delimited files (CSV/TSV), allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

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 CSV/TSV as a Replication Destination

Using CData Sync, you can replicate NetSuite data to delimited files, like CSV or TSV. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select CSV as a destination. 👁 Configure a Destination connection to CSV.
  3. Enter the necessary connection properties. To connect to a directory for storing delimited files, set the following:
    • Destination Folder: Set this location on the disk for the delimited files.
    • Include Column Headers: Set this to True for the first row in each file to represent the column names.
  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Configure the NetSuite Connection

You can configure a connection to NetSuite from the Connections tab. To add a connection to your NetSuite account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (NetSuite).
  3. Configure the connection properties.

    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 Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication. 👁 Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your NetSuite data to delimited files.