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NetSuite Agentic Connector

The Netsuite connector pulls data from a customer Netsuite instance. NetSuite does not store aggregated monthly activity or end of month balances, so the connector has to rebuild those from scratch when importing data.

Data load is currently limited to the following categories:

  • opening balances
  • transactions

If other data is required (e.g. invoices, A/P subledger etc.), please use a 3rd party connector or file imports.

Limitations (READ THIS!)​

  • Netsuite custom segments (a.k.a. custom dimensions) can only be used if they are associated with transaction line details, regarless of GL Impact configuration. If the NetSuite tenant contains segments not associated with transaction lines (i.e. segments associated with transaction headers or not associated with transactions at all) the results are unpredictable.

  • Custom segments backed by reusing an existing record type or with non-standard record names are not supported. In other words, for a segment called csegdim, the connector expects a NetSuite record with the name customrecord_csegdim to exist. If that's not the case, the segment is silently ignored.

  • Opening balances are pulled only once on the initial data load. Subsequent incremental data loads should always target later periods and can only be performed after the initial load.

Installation Requirements​

For now, refer to the Google Doc.

Tables​

warning

This information is subject to change as we standardize connectors

Balance sheet data is loaded into a table named B_xxx in the client schema, where xxx is the data source name. The V_Opening field will only be populated for the first period, while the V_Closing field will be populated for every period. V_Closing amounts are copied to the fact table's V_New measure.

All transactions (including balance sheet transactions and non-financial transactions) are loaded to a table named T_xxx in the client schema, where xxx is the data source name. Balance Sheet transactions are used to calculate B_xxx balances. P&L transactions are aggregated and loaded to the fact table. Non-financial transactions are not pushed to the model.