Build Automated Workflows with Live NetSuite Data in Workato

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.

Getting Started

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for NetSuite, allowing you to easily build visualizations from live NetSuite data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to NetSuite, leveraging server-side processing to quickly return NetSuite data.

Configure NetSuite Connectivity for Workato

Connectivity to NetSuite from Workato is made possible through CData Connect Cloud. To work with NetSuite data from Workato, we start by creating and configuring a NetSuite connection.

Log into Connect Cloud, click Connections and click Add Connection

Select "NetSuite" from the Add Connection panel

Enter the necessary authentication properties to connect to NetSuite.

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 connection (Salesforce is shown)

Click Create & Test

Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

Click on your username at the top right of the Connect Cloud app and click User Profile.

On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.

Give your PAT a name and click Create.

The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to NetSuite data from Workato.

Automate NetSuite Data Workflows in Workato

To establish a connection from Workato to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Log into Workato.

In the navigation bar, click Projects.

In your new (or existing) project, click Create > Connection.

In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.

In Connect to SQL Server, enter the connection name and the following connecting settings:

Location: enter the name of the project.
Connection type: select Cloud.
Host: enter tds.cdata.com
Port: enter 14333
Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
Password: enter the PAT you previously generated page.
Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, NetSuite1).

Configuring the connection to CData Connect Cloud.

Click Connect to see the Connection established message.

Next, set up your recipe. In your project, click Create > Recipe.

In Set up your recipe, enter the name and location of your recipe.

Select Run on a schedule.

Select the action to occur on the schedule.

Select a table from your Connect Cloud connection and any applicable filters.

Selecting tables for the Recipe (Jira is shown).

Click Save to save the recipe.

Click Test Jobs to test you recipe.

Real-Time Access to NetSuite Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live NetSuite data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect Cloud page.