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NetSuite for Consultants, 2e

You're reading from   NetSuite for Consultants, 2e Your comprehensive guide to becoming a successful NetSuite consultant in 2023

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837639076
Length 346 pages
Edition 2nd Edition
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Author (1):
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Peter Ries Peter Ries
Author Profile Icon Peter Ries
Peter Ries
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Table of Contents (28) Chapters Close

Preface 1. Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
2. Introduction to the NetSuite Ecosystem, Platform, and Related Features FREE CHAPTER 3. Selecting and Applying an Implementation Methodology 4. Creating a Project Plan 5. Section II: Understanding the Client’s Organization
6. Documenting the Organization’s Requirements 7. Analyzing the Organization’s Users and Roles 8. Understanding the Organization’s Accounting and Finance 9. Getting to Know the Organization’s Entities and Items 10. Identifying the Organization’s Main Transactions 11. Section III: Implementing an Organization in NetSuite
12. Custom Forms, Records, and Fields 13. Centers and Dashboards 14. Items and Related Lists 15. Customers, Vendors, Contacts, and Other Entities 16. Financial Transactions and Period Closes 17. Procure-to-Pay Transactions 18. Order-to-Cash Transactions 19. Other Transactions and Custom Transactions 20. Analytics, Reports, and Data Exports 21. Section IV: Managing Gaps and Integrations
22. Managing Gaps and Creating Custom Automations 23. Managing Integrations 24. Managing Data Migrations 25. Other Books You May Enjoy
26. Index
Appendix: My Answers to Self-Assessments

Creating exports with SuiteAnalytics Connect

When a client needs to access their NetSuite data from another system, we have a few natively supported options for making this happen. I will cover all of the integration options in Chapter 19, Managing Integrations, but when we’re talking about more than a little data, and the client needs to access that data regularly, we usually steer them toward SuiteAnalytics Connect. This is NetSuite’s built-in, easily enabled option that allows other applications to make industry-standard connections to NetSuite to pull data out of the system. This is a one-way street, if you will; we can’t use this feature to make any updates in NetSuite.

NetSuite currently has two different data sources we can use to connect to the SuiteAnalytics Connect service: Netsuite.com and Netsuite2.com. The second data source is newer and supports more granular permission controls and so should generally be used with any new Connect development...

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