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Ghalbrooks's avatar
Ghalbrooks
New Contributor II
3 years ago

OneStream - NetSuite

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.  ...
Data Management
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Sai_Maganti's avatar
Sai_Maganti
Contributor II
3 years ago

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 scenario
    • Entity, Account, UD1 to UD8, 8 Attribute Dims and 1 Value Dim
    • On average 200K records per month
    • Load time between 5 and 10 mins
  • Load the above data into a YTD scenario to calculate YTD and load to cube.
    • Entity, Account, UD1 to UD8
    • On average 25K records as we drop all the attribute and value dimensions
    • Load, 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

  • kalanina's avatar
    kalanina
    New Contributor
    3 years ago

    Hi there, how did you create your file in NetSuite to hold your UD's? I am assuming you used NetSuite custom segments to represent your UDs, did u use a customized trial balance report, saved search, suite analytics?

     

    How did you get your report output to pass through suite analytics into OneStream?

     

    Thanks!

    • Sai_Maganti's avatar
      Sai_Maganti
      Contributor II
      3 years ago

      We used SuiteAnalytics Connect for the integration (direct connection to Netsuite using ODBC) with some custom SQL queries to pull in the transactions into OneStream. SuiteAnalytics Connect exposes Netsuite data as views where you can map to OneStream dimensions. For example the Entity, Account and other Custom Segments can be mapped to OneStream dimensions.

      Best

  • ferodneo's avatar
    ferodneo
    New Contributor
    3 years ago

    Is it possible I can contact you? Could you explain how to bring data from netsuite automatically to OS? Where do you insert SQL code to connect netsuite tables? I am new to OS.