BI360 Cloud - NetSuite Connector

BI360 Cloud - 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. 

  • 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

  • BI360 Cloud - Data Warehouse Overview

    In this section, Toby Prince from the Solver consulting team, introduces the Data Warehouse concepts and components in BI360 Cloud/version 5. 

  • Part 1 - Data Warehouse Overview
  • Part 2 - Data Warehouse Concepts
  • Part 3 - Data Warehouse Components
  • Part 4 - Getting Started with Next Steps
  • 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 - BI360 NetSuite Connector
  • NetSuite Integration - configuring the connector
  • Preparing the BI360 Tenant
  • Connector Login
  • Task - Import Accounts
  • Task - Import Departments
  • Task - Currency dimension
  • Tasks - Location, Class and Running Integrations
  • GL Summary Data Load
  • Loading GL data
  • Scheduling a Data Load
  • Recap
  • NetSuite Integration slides

About this course

In this course Toby Prince, Solver Sr. Technical Consultant, configures a NetSuite connector. Sample files are also included. 

  • 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

  • BI360 Cloud - Data Warehouse Overview

    In this section, Toby Prince from the Solver consulting team, introduces the Data Warehouse concepts and components in BI360 Cloud/version 5. 

  • Part 1 - Data Warehouse Overview
  • Part 2 - Data Warehouse Concepts
  • Part 3 - Data Warehouse Components
  • Part 4 - Getting Started with Next Steps
  • 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 - BI360 NetSuite Connector
  • NetSuite Integration - configuring the connector
  • Preparing the BI360 Tenant
  • Connector Login
  • Task - Import Accounts
  • Task - Import Departments
  • Task - Currency dimension
  • Tasks - Location, Class and Running Integrations
  • GL Summary Data Load
  • Loading GL data
  • Scheduling a Data Load
  • Recap
  • NetSuite Integration slides