Looking for others experiencing issues getting a YTD dataset out of NetSuite for loading into OS. Also looking to connect with other users who use NetSuite for the ERP and OneStream for planning.

Sorry for the delay. The solution uses a NetSuite Suite Script that you import into your NetSuite Environment and then Business Rules on the OneStream side call the Suite Script to pull the data from NetSuite. The Business Rules can build out your dimensional hierarchies that are in NetSuite as well as bring in the data. The only drawback is that the hierarchies in NetSuite for dimensions other than Accounts is rather flat and uninteresting. A lot of customers use custom fields in NetSuite to denote new hierarchies in other dimensions because NetSuite itself doesn't really support hierarchies.

Yes we use NetSuite and OneStream for close and planning, people planning and account reconciliations. We use SuiteAnalytics Connect (to be installed on your NetSuite cloud instance) and ODBC drivers to connect to NetSuite from OneStream. Imports are mainly central and running a nightly batch process for monthly data and during close we often refresh manually 2 to 3 times a day.Import periodic transactions into stage. This data just sits in the stage i.e. no cube load - Periodic scenarioEntity, Account, UD1 to UD8, 8 Attribute Dims and 1 Value DimOn average 200K records per monthLoad time between 5 and 10 minsLoad the above data into a YTD scenario to calculate YTD and load to cube.Entity, Account, UD1 to UD8On average 25K records as we drop all the attribute and value dimensionsLoad, validate and process roughly 10 to 15 mins (depends on consolidation times)The process looks a bit daunting but once you get your head around it will be simple. If you have specific questions let me know.Sai

You can also use NetSuite integration capabilities outside of ODBC.

Hi There:I've created a YTD Trial Balance pull using this code on GITHUB. This should point you in the right direction. I would suggest making the connection via ODBC if possible; we had an API integration prior to implementing this and even with a relatively limited dataset, the upper threshold on the time to query in addition to the number of records became problematic. Let me know if you have any questions: https://github.com/nserpsolutions/public/blob/main/generic/nse_sa_trial_balance.sql

Hi Ghalbrooks,Good that you joined the community! As your post does not contain any question, I think we would like to know what issue you are experiencing on OneStream. Obviously it will be complicated to help on NetSuite... but let's see 🙂

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