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July 15, 2022

OneStream - NetSuite

  • July 15, 2022
  • 9 replies
  • 3 views

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.   

9 replies

July 15, 2022

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 🙂

July 15, 2022

I am looking for others that have created a dataset pulling ytd data out of NetSuite.

July 15, 2022

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

March 8, 2023

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!

March 8, 2023

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

July 15, 2022

You can also use NetSuite integration capabilities outside of ODBC.

Employee
July 20, 2022

Yeah, have utilised the REST API in the past to integrate with NetSuite although not from OneStream. From memory one of the challenges was NetSuite timing out queries if they took too long and I think possibly lowering that timeout at some point. This was a while ago though.

June 13, 2023

The trick with the RestAPI is to launch a SuiteScript that contains the query in it instead of just launching a query.  The queries take a long time but when you do it through a SuiteScript the response time is much faster.  Point being that the timeout issue can be mitigated.

July 27, 2022

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

March 21, 2023

James- Thanks for your input. Does this pull from SuiteAnalytics?

Thank you!

August 14, 2022

Hi all,

We have seen similar items with api usage as well.  There are paths to utilize the api while making sure it is reliable and sustainable.  We have done this with implementations to multiple cloud sources using their api.

Thanks,

Tommy

September 2, 2022

We use NetSuite and OneStream.  We actually have a lot of experience with NetSuite and OneStream.  I'm not sure I have the YTD piece solved for you, I am happy to share some of the practices we use for the connection of the two.  We have automated metadata updates and data loads from NetSuite to OneStream.

December 5, 2022

GhalbrooksI have a NetSuite Suite Script that will pull everything out YTD for you. The idea is that you need a business rule connector in OneStream to run the NetSuite SuiteScript that you'll have to install in your NetSuite Instance. I am happy to walk through it with you, but, it should give you everything you need without having to install ODBC drivers or anything like that. Also, the data is YTD.

December 6, 2022

We have it resolved! Thanks to KTX our solution consultants!!

September 24, 2025

Hi, Wondering how you ended up resolving this issue?

September 24, 2025

MahonriCruz,

We have a solution for this and it involves a NetSuite SuiteScript and a connection from OneStream to NetSuite.  You can even use it to update your metadata from NetSuite if that is a desire.

Thanks,

Alex