Create NetSuite-Connected Visualizations in Klipfolio

Klipfolio is a cloud-based business intelligence (BI) and dashboarding tool focused on real-time data visualization.

Primary Use: Building interactive dashboards from various data sources

Strengths:

Easy drag-and-drop interface

Real-time updates

Integrates with Google Sheets, Excel, Salesforce, and more

Ideal for marketing, sales, and operations teams

Limitations:

Limited native data warehousing capabilities

May require external tools for complex data modeling

USE CData Connect Cloud to connect to NetSuite Data from Klipfolio and build custom visualizations using live NetSuite Data

Klipfolio is an online dashboard platform designed to create real-time business dashboards. When combined with CData Connect Cloud, we gain immediate cloud-to-cloud access to NetSuite data to create visualizations, reports, and more.

CData Connect Cloud offers a direct cloud-to-cloud interface for NetSuite, enabling us to construct reports from real-time NetSuite data within Klipfolio without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to NetSuite, harnessing server-side processing to swiftly retrieve the requested NetSuite data

About NetSuite Data Integration

CData provides the easiest way to access and integrate live data from Oracle NetSuite. We can use CData connectivity to:

  • Access all editions of NetSuite, including Standard, CRM, and OneWorld.
  • Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
  • Access predefined and custom reports through support for Saved Searches.
  • Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
  • Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.

Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData’s solutions to integrate their NetSuite data into comprehensive databases and data warehouses using CData Sync directly or leveraging CData’s compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.

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