Integrating SageData with NetSuite further enhances analytics and reporting capacities. The process is a breeze – check the short guide below to set up the integration in a few simple steps.

Setting up NetSuite integration with SageData

First, open the Integrations tab in your SageData personal cabinet.

NetSuite’s integration with SageData step one

Tap on the + New Integration button in the top right corner.

Find NetSuite in the list of integrations available manually or via Search and click the corresponding button.

NetSuite’s integration with SageData step three

Giving SageData Access

Once you press the corresponding button, you will see the Access approval section. Please enter your Account details and press the ADD NETSUITE ACCESS button to allow access to the SageData application.

NetSuite’s integration with SageData step four

Choosing specifics

Once authorized, you can set up the integration details. First, you’ll see an option to Choose data destination. Press Select Destination and in the open drop-down menu, choose the data warehouse where you want the selected data to be delivered.

After this, please set the Integration name right below.

NetSuite’s integration with SageData step five

Advanced Options

There is also an Advanced options menu for you hidden under a green plus sign. Tap on it to set some additional conditions for the exported data.

For example, in the Sync Historical Data, you can set start and end days for your integration. The default option would be the last 5 days. You can also choose Replication frequency if there’s such a need or link DBT cloud account.

NetSuite’s integration with SageData step six

Just after you have all set up, click the Save button at the bottom of the screen and the integration will automatically start. The data will be delivered to a chosen data warehouse within a few minutes.

NetSuite’s integration with SageData step seven (final)

Great! Now you have complete analytics of your NetSuite data right here in your SageData account!