SuiteQL
SuiteQL is the newer of the two connection methods. This method offers much better performance, especially when you issue large queries. It also supports rich join support, grouping, aggregation, custom list tables, and retrieval of specific columns in your data. However, SuiteQL only supports SELECT queries. As a result, you cannot issue INSERT, UPDATE, or DELETE queries to NetSuite when you are connected via SuiteQL.SuiteTalk
SuiteTalk is the older of the two connection methods. This method provides broad entity support and full support for INSERT, UPDATE, and DELETE queries. However, it often performs poorly during large SELECT queries and lacks reliable table joining capabilities. You also cannot group or aggregate data using SuiteTalk. For performance and reliability reasons, CData recommends using SuiteTalk only if you require access to INSERT, UPDATE, and DELETE queries for your connection to NetSuite.Setup Guide
To configure your NetSuite connection, follow these steps:1
Configure user roles.
2
Choose a connection method (SuiteQL/OAuth or SuiteTalk/Token). Note that NetSuite does not support basic authentication through username and password credentials in recent versions. Connect AI recommends using OAuth or Token authorization.
3
Follow the steps under Connect to NetSuite to establish the connection.
Step 1: Configure Roles
Connect AI communicates with NetSuite through NetSuite Web services. If the user account that you will use for establishing the connection does not have NetSuite Web services permissions, follow these steps to create them:1
Log in to NetSuite as an administrator. From the navigation bar, select Setup > Users/Roles > Manage Roles.
2
Choose an existing role or create a new one, depending on your needs.
3
On the Edit Role page, navigate to the Permissions section.
4
Expand the Setup () field.
5
In a blank slot, select SOAP Web Services and click Add to add the permission.
6
In another blank slot, select REST Web Services and click Add to add the permission.
7
Add additional permissions.
- If you plan to connect to NetSuite via SuiteQL/OAuth, add the OAuth 2.0 Authorized Applications Management permission.
- If you plan to connect to NetSuite via SuiteTalk/Token add the User Access Token and Access Token Management permissions.
8
When you finish, return to the top of the page and click Save to save the role.
1
From the navigation bar, select Lists > Employees > Employees. Select an employee or add a new one.
2
Scroll to the Access section. In the Roles subsection, add the role that you created.
3
Scroll to the top and click Save.
Step 2: Connect to NetSuite
1
Open the Connections page of the Connect AI dashboard.
2
Click + Add Connection in the upper-right corner.
3
Type NetSuite in the Add Connection dialog that opens. Click the data-source name when it is displayed.
4
On a separate browser tab, log in to your NetSuite account as an administrator role.
5
From the top navigation bar, select Setup > Company > Company Information.
6
Copy the value for Account Id to your clipboard.
7
Return to Connect AI and enter the copied value into the Account Id field .
8
For the Schema field, select either SuiteQL or SuiteTalk.
Note: CData recommends SuiteQL for most use cases. Click here for information on the differences between SuiteQL and SuiteTalk.
9
Select the Authentication method, then proceed to the relevant section and follow those instructions. Note that OAuth is only available if SuiteQL is selected, and Basic is only available when Suitetalk is selected.
Authentication Methods
- OAuth
- Token
- Basic
1
OAuth でセキュアに接続するには、Sign in をクリックします。これにより、NetSuite のサインインページが新しいタブで開かれます。
2
NetSuite アカウントにログインし、リクエストされた権限を設定します(該当する場合)。
3
Connect AI Add NetSuite Connection ページ上部の、Save & Test をクリックします。
- 接続テストに成功すると、コネクションが作成されたことを示すConnection successfully saved というメッセージが表示されます。Edit Connection ページのStatus もAuthenticated に変わります。Edit Connection ページの右ペインにあるData Model タブで、成功したコネクションのデータモデルを表示します。
- 接続テストに失敗した場合は、入力したログイン情報に余分なスペースや文字がないかを確認してください。Connect AI は、データが不足している必須フィールドの下にエラーメッセージを表示します。一部のデータソースでは、ソースのWeb サイトに直接サインインする必要があります。サインインしていない場合は、Sign in ボタンの下にエラーメッセージが表示されます。エラーを修正し、もう一度試してください。
- 失敗したコネクションは下書きとして保存され、Status はNot Authenticated になります。後でコネクションに戻って認証することができます。