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Data Warehouse Permissions
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NetSuite Integration - Before you begin
The lessons in this section relate specifically to connections between BI360 Cloud/version 5 and Sage Intacct.
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Getting Started & Documentation
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Preparation - What is needed within NetSuite
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Overview - Solver NetSuite Connector
- NetSuite Integration - Configuring the Connector
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Preparing the Solver Tenant
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Connector Login
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Task - Import Accounts
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Task - Import Departments
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Tasks - Location, Class, and Running an Integration
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GL Summary Data Load
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Loading GL Data
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Scheduling a Data Load
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Recap
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Quiz - NetSuite Connector
Solver - NetSuite Connector
Mapping and configuring the NetSuite connector to load financial dimensions and GL data.
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.
NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.
- 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