Intro
NetSuite OpenAir gives professional services organizations the ability to run their core business operations including project management, resource optimization, project accounting, time and expense management, and billing and revenue recognition. To learn more about the NetSuite OpenAir API, visit their page (https://www.openair.com/download/OpenAirXMLAPIGuide.pdf).
You connect to your NetSuite OpenAir account in the Data Center. This topic discusses the fields and menus that are specific to the NetSuite OpenAir connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
To connect to your NetSuite OpenAir account and create a DataSet, you must have the following:
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The user ID and password for your company's NetSuite OpenAir account.
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The company ID for the account.
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The URL for the account's OpenAir instance.
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The account's API namespace.
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The account's API key.
To obtain the API namespace and key, reach out to your NetSuite OpenAir account representative.
Connecting to Your NetSuite OpenAir Account
This section enumerates the options in the Credentials and Details panes in the NetSuite OpenAir Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
This pane contains fields for entering credentials to connect to your NetSuite OpenAir account. The following table describes what is needed for each field:
Field |
Description |
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User ID |
Enter the user ID for your company's NetSuite OpenAir account. |
Password |
Enter the password for your company's NetSuite OpenAir account. |
Company ID |
Enter the company ID associated with the account. |
URL |
Enter the URL for the account's NetSuite OpenAir instance. |
Namespace |
Enter the account's API namespace as received from NetSuite. |
API Key |
Enter the account's API key as received from NetSuite. |
Once you have entered valid NetSuite OpenAir credentials, you can use the same account any time you go to create a new NetSuite OpenAir DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a single menu from which you select a report.
Menu |
Description |
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Report |
Select the NetSuite OpenAir report you want to run. The following reports are available:
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Include Custom Fields | Select this option if you would like custom fields to be returned with the dataset you have selected. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date Type Filter | Select the required Date Type Filter to filter the records. Note: Please select None, to return complete data |
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User IDs | Enter the comma separated (,) values of User Ids for which the report should run. User Ids can be found in Users report. Note: If User Id's are not provided, then report will run for the current user. |
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Duration | Select the duration for the report (a Single Date, or a Date Range). | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Single Date | Select whether the report data is for a specific date or for a relative number of days back from today. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Specific Date | Select the specific date using the date selector. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Relative Date | Enter the number of days back that you would like to get data for in the Days Back field. Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date Range | Select the specific or relative date range. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Start Date - Specific | Select the first date in your date range using the date selector. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
End Date - Specific | Select the last date in your date range using the date selector. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Start Date - Relative |
Enter the number of days back that you would like to get data from (start day). Combine with End Date to create a range of represented days. For example, if you entered 10 for Start Date and 5 for End Date, the report would contain data for 10 days ago up until 5 days ago. |
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End Date - Relative |
Enter the number of days back that you would like to get data to (end day). Combine with Start Date to create a range of represented days. For example, if you entered 10 for Start Date and 5 for End Date, the report would contain data for 10 days ago up until 5 days ago. |
Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.
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