Fivetran's NetSuite Analytics

This dbt package:

• Recreates both the balance sheet and income statement
• Using transaction lines as the base table, other data is joined to recreate commonly used data

Requirements

• A Fivetran NetSuite Analytics connector, with the following tables synced:
  • accounts
  • accounting_periods
  • accounting_books
  • consolidated_exchange_rates
  • currencies
  • customers
  • classes
  • departments
  • expense_accounts
  • income_accounts
  • items
  • locations
  • partners
  • transaction_lines
  • transactions
  • subsidiaries
  • vendors

Installation instructions

1. Include this package in your packages.yml -- check here for installation instructions.

2. Check the location of your NetSuite data — if it is in a schema named netsuite and in the same database as your target database, no further modification is required. If it is in a different database or schema: a. Copy the src_netsuite.yml file into your own project b. Uncomment the schema the database configurations, updating the values for your own data source.¹

3. Execute dbt run – the NetSuite models will get built as part of your run!

4. Execute dbt test — these models include tests to check the output of the models.

Database support

These package can be used on Snowflake, BigQuery and Redshift.

Contributing

Contributions are welcome. To contribute:

• fork this repo,
• make and test changes, and
• submit a PR. All contributions must be widely relevant to NetSuite customers and not contain logic specific to a given business.

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¹In dbt v0.17.0 (currently unreleased) it will be possible to add the following to your own dbt_project.yml file:

sources:
  vars:
    netsuite_database: raw
    netsuite_schema: netsuite_fivetran

When this functionality is released, it will become easier to install and configure packages that include sources.