Solver - NetSuite Connector

Solver - NetSuite Connector

Mapping and configuring the NetSuite connector to load financial dimensions and GL data.

About this course

In this course Toby Prince, Solver Sr. Technical Consultant, configures a NetSuite connector. Sample files are also included. If you have not already done so, we suggest you view the Solver- Data Warehouse Overview  to become familiar with the Data Warehouse and terminology. 

  • Data Warehouse Permissions
  • Integration Overview
  • Preparing a New Tenant Prior to Loading Dimensions and Data
  • Dimension Integration:  Account Mapping Process
  • Dimension Integration Tasks: Accounts, Depts, Currency, and Location
  • Data Integration: GL Summary Module
  • Loading and Validating GL Summary Data
  • Scheduling Data Loads
  • Recap of Expression Builder 

Posted 8/19, updated 9/19

Curriculum~ 90 minutes

  • Data Warehouse Permissions
  • NetSuite Integration - Before you begin

    The lessons in this section relate specifically to connections between BI360 Cloud/version 5 and Sage Intacct.

  • NetSuite Pre-install
  • Preparation - What is needed within NetSuite
  • Overview - Solver NetSuite Connector
  • NetSuite Integration - Configuring the Connector
  • Preparing the Solver Tenant
  • Connector Login
  • Task - Import Accounts
  • Task - Import Departments
  • Tasks - Location, Class, and Running an Integration
  • GL Summary Data Load
  • Loading GL Data
  • Scheduling a Data Load
  • Recap
  • NetSuite Integration slides
  • Quiz - NetSuite Connector

About this course

In this course Toby Prince, Solver Sr. Technical Consultant, configures a NetSuite connector. Sample files are also included. If you have not already done so, we suggest you view the Solver- Data Warehouse Overview  to become familiar with the Data Warehouse and terminology. 

  • Data Warehouse Permissions
  • Integration Overview
  • Preparing a New Tenant Prior to Loading Dimensions and Data
  • Dimension Integration:  Account Mapping Process
  • Dimension Integration Tasks: Accounts, Depts, Currency, and Location
  • Data Integration: GL Summary Module
  • Loading and Validating GL Summary Data
  • Scheduling Data Loads
  • Recap of Expression Builder 

Posted 8/19, updated 9/19

Curriculum~ 90 minutes

  • Data Warehouse Permissions
  • NetSuite Integration - Before you begin

    The lessons in this section relate specifically to connections between BI360 Cloud/version 5 and Sage Intacct.

  • NetSuite Pre-install
  • Preparation - What is needed within NetSuite
  • Overview - Solver NetSuite Connector
  • NetSuite Integration - Configuring the Connector
  • Preparing the Solver Tenant
  • Connector Login
  • Task - Import Accounts
  • Task - Import Departments
  • Tasks - Location, Class, and Running an Integration
  • GL Summary Data Load
  • Loading GL Data
  • Scheduling a Data Load
  • Recap
  • NetSuite Integration slides
  • Quiz - NetSuite Connector