NetSuite is the ERP system of record for finance and operations — transactions, customers, and items. Connecting it as a data source through the Connectors library syncs those tables into your Alta workspace, where they become training data for Alta and a foundation for your metrics, dashboards, and Luna analysis. Once it's flowing, you can measure sales, AR, and revenue by product line — and ask Luna questions in plain English. NetSuite connects with credentials.

Who this is for: Finance and ops teams running NetSuite who want that data measured across Alta.

Before you start

Set up token-based authentication in NetSuite and have your Realm (account ID), consumer key/secret, and token key/secret ready.
The integration role needs read access to the record types you want to sync.
Connect a source only once per workspace. If NetSuite already shows Connected, edit the existing connection.

Connect NetSuite

Open Connectors from the sidebar.
Find Netsuite via the ERP tab or the Search data sources box.
Click the NetSuite card to open the Create connector screen.
Fill in the connection fields shown (realm, consumer key/secret, token key/secret), then click Create.
Alta runs a connect test. If it fails you'll see The connect test has failed with NetSuite's error — fix the field and retry.
The card then shows Connected and Data is syncing until the first sync finishes.

Choose which tables sync

Open the connection. NetSuite brings in tables like transactions, customers, and items.
Use the Synced toggle in the Netsuite tables section to control what's pulled in.
Turn off Show only synced tables to see everything available.

Key tables and fields synced

transactions — invoices, sales orders, payments: id, type, trandate, amount, entity (customer), status
customers — id, companyName, email, balance, dateCreated
items — products/services: id, itemid, type, displayName, basePrice
transaction lines (when synced) — line-level detail for revenue by item

What you can ask this data

Once it's syncing, build it into metrics and dashboards or just ask Luna / Ask AI. For example:

"What's total sales by month?" — sums invoice/sales-order amount over trandate.
"Which customers have the largest balances?" — ranks customers.balance.
"What's revenue by item or product line?" — groups transaction lines by items.
"How many open invoices, and what's their total?" — filters transactions by type = invoice and open status.
"How is new-customer count trending?" — counts customers by dateCreated.

Example use cases

Sales & revenue reporting. Sales by month, customer, and product line straight from the ERP.
AR & collections. Customer balances and open invoices for finance follow-up.
Product mix. Revenue by item to see what's actually driving the top line.
Finance + CRM. Join NetSuite customers to CRM accounts for bookings-to-revenue views.

Keep it in sync

Sync status shows Last sync (Succeeded/Failed) and the Sync frequency.
Click Sync now to refresh immediately; it's disabled while a sync runs.
Use the overflow menu (⋯) to Disable, Enable, or Delete.

Tips and common pitfalls

Token-based auth is fiddly. A single wrong key or a role without the right permissions is the usual cause of a failed connect test — double-check all four token values and the realm.
Transactions are one table, many types. Filter by type (invoice, sales order, payment) for the right view.
Sync only what you need — NetSuite has many record types.
Deleting is permanent. Disable instead to pause.