How to Query Live NetSuite Data in Natural Language in Python using LlamaIndex

Use LlamaIndex to query live NetSuite data data in natural language using Python.

Start querying live data from NetSuite using the CData Python Connector for NetSuite. Leverage the power of AI with LlamaIndex and retrieve insights using simple English, eliminating the need for complex SQL queries. Benefit from real-time data access that enhances your decision-making process, while easily integrating with your existing Python applications.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live NetSuite data in Python. When you issue complex SQL queries from Python, the driver pushes supported SQL operations, like filters and aggregations, directly to NetSuite and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Whether you're analyzing trends, generating reports, or visualizing data, our Python connectors enable you to harness the full potential of your live data source with ease.

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

Overview

Here's how to query live data with CData's Python connector for NetSuite data using LlamaIndex:

Import required Python, CData, and LlamaIndex modules for logging, database connectivity, and NLP.
Retrieve your OpenAI API key for authenticating API requests from your application.
Connect to live NetSuite data using the CData Python Connector.
Initialize OpenAI and create instances of SQLDatabase and NLSQLTableQueryEngine for handling natural language queries.
Create the query engine and specific database instance.
Execute natural language queries (e.g., "Who are the top-earning employees?") to get structured responses from the database.
Analyze retrieved data to gain insights and inform data-driven decisions.

Import Required Modules

Import the necessary modules CData, database connections, and natural language querying.


import os
import logging
import sys

# Configure logging
logging.basicConfig(stream=sys.stdout, level=logging.INFO, force=True)
logging.getLogger().addHandler(logging.StreamHandler(stream=sys.stdout))

# Import required modules for CData and LlamaIndex
import cdata.netsuite as mod
from sqlalchemy import create_engine
from llama_index.core.query_engine import NLSQLTableQueryEngine
from llama_index.core import SQLDatabase
from llama_index.llms.openai import OpenAI

Set Your OpenAI API Key

To use OpenAI's language model, you need to set your API key as an environment variable. Make sure you have your OpenAI API key available in your system's environment variables.


# Retrieve the OpenAI API key from the environment variables
OPENAI_API_KEY = os.environ["OPENAI_API_KEY"]

''as an alternative, you can also add your API key directly within your code (though this method is not recommended for production environments due to security risks):''

# Directly set the API key (not recommended for production use)
OPENAI_API_KEY = "your-api-key-here"

Create a Database Connection

Next, establish a connection to NetSuite using the CData connector using a connection string with the required 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.

Connecting to NetSuite


# Create a database engine using the CData Python Connector for NetSuite
engine = create_engine("cdata_netsuite_2:///?User=Account Id=XABC123456;Password=password;User=user;Role Id=3;Version=2013_1;")

Initialize the OpenAI Instance

Create an instance of the OpenAI language model. Here, you can specify parameters like temperature and the model version.


# Initialize the OpenAI language model instance
llm = OpenAI(temperature=0.0, model="gpt-3.5-turbo")

Set Up the Database and Query Engine

Now, set up the SQL database and the query engine. The NLSQLTableQueryEngine allows you to perform natural language queries against your SQL database.


# Create a SQL database instance
sql_db = SQLDatabase(engine)  # This includes all tables

# Initialize the query engine for natural language SQL queries
query_engine = NLSQLTableQueryEngine(sql_database=sql_db)

Execute a Query

Now, you can execute a natural language query against your live data source. In this example, we will query for the top two earning employees.


# Define your query string
query_str = "Who are the top earning employees?"

# Get the response from the query engine
response = query_engine.query(query_str)

# Print the response
print(response)

Download a free, 30-day trial of the CData Python Connector for NetSuite and start querying your live data seamlessly. Experience the power of natural language processing and unlock valuable insights from your data today.

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