Netsuite – Runway Help Center

Pre-requisites

Here’s what you’ll need to connect to Netsuite:

A NetSuite administrative account

The SuiteAnalytics Connect Service enabled, with access to either the NetSuite.com or NetSuite2.com data source

If you choose the NetSuite.com data source, you’ll also need:

A NetSuite login email

A NetSuite password

A list of permissions required for the NetSuite tables you want to sync

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Gathering these permissions is often complex. We recommend that you work with your NetSuite administrator to identify relevant ones for your needs. If you want to generate the list yourself, you can also use the Excel spreadsheet from the NetSuite Permission Documentation.

Supported data

Runway reads these financial statements from Netsuite:

Income Statement

Balance Sheet

How data is handled

The data pulled from Netsuite is converted into databases in Runway, letting you connect drivers to line items in these financial statements.

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Runway supports read-only integrations. We don’t write any data back to Netsuite.

Connecting to Netsuite

Go to the Integrations Directory in Runway, and search for Netsuite. We recommend selecting the option listed under the ‘Fivetran DataWarehouse’ category. Click + Set up to begin.

Authorize the new schema name. We recommend keeping the default name as-is.

You’ll be directed to our integration partner, Fivetran, to connect your Netsuite instance.

Enter your credentials, then select Save & Test.

You’ll be redirected to Runway, the initial sync will begin, and a new database will be created.

Pulling data from Netsuite

Pulling in data is as easy as filling out a quick form.

In a New Query window, use the Assistant to select the report you want to pull in.

Make sure to match the name of your query with the type of report you’re bringing in—it’ll be used to name your database later on.

[Optional] If you’d like to segment your data, you can segment your ‘Income Statement’ by ‘Class’ and/or ‘Department.’ These will feed into dimensions in Runway.

Click Run to test your query. Doing so will return a limited number of rows, so you can familiarize yourself with the schema and how it’s represented in Runway.

If the data looks good, update the limit field to the total number of rows.

To be safe, you can also enter a Very Large Number™️ like 1,000,000.

You should now see a new database on your left nav bar in Runway, with the same name that you’d entered for your query in step 1.

All done. You’re ready to start modeling! 👩‍💻

FAQ

Can I pull other types of data from Netsuite?

Yes! Our integration is built to be highly customizable. The starter queries above fit most use cases, but we also support writing your own SQL queries leveraging this Netsuite Schema. Not a SQL expert? Not a problem—your CX crew member can help shape your data exactly the way you need.

Can I connect multiple instances of Netsuite?

Absolutely. To add more instances, go to the Integration Directory in Runway. Click Installed and then select Set Up. You’ll be prompted to go through the same authentication flow as before—select the new instance and follow the steps listed above.

Runway offers 650+ integrations. Check out the full list here.