Process Description for Integrating Oracle NetSuite

When Oracle NetSuite is used as a data source in the Oracle Enterprise Performance Management Cloud, Data Integration uses the NSPB Sync or EPM Connector, along with Saved Search or data sets to query data from Oracle NetSuite.

Note:

Data generated from the Saved Search is used for importing data only and not for write-back.

To write back to Oracle NetSuite, check the following link on how to configure data push back from Planning into Oracle NetSuite at: Setting Up Your Planning and Budgeting for Budget Data Import. You can use Account Reconciliation Sync to load data back into Oracle NetSuite.

At a high level, these are the steps for loading data from an Oracle NetSuite data source:

1. To install the SuiteApp, an administrator must install the "EPM Connector Foundation" bundle first. For NSAR customers, the EPM Connector Foundation, the bundle is provisioned automatically.

   Other customers need to work with their account manager to submit a bundle provisioning request for approval. When it is approved, customers can install the "EPM Connector Foundation" bundle.

2. A Oracle NetSuite service administrator installs the NSPB Sync SuiteApp, EPM Connector SuiteApp, Planning and Budgeting Financials Sync SuiteApp, or Account Reconciliation Sync SuiteApp by performing the installation and setup tasks in Oracle NetSuite.

   For detailed information on installing and setting up your SuiteApp, see the table below:

   Table 17-1 Netsuite SuiteApp Installation and Setup References

   SuiteApp	Reference
   Oracle EPM Connector	Oracle EPM Connector Installation and Setup
   NSPB Sync	NSPB Sync Setup Guide
   Planning and Budgeting Financials	Integration Guidelines
   Account Reconciliation Sync	Account Reconciliation Sync SuiteApp Installation and Setup

3. In Applications, register the Oracle NetSuite application as a data source, and select the Import Application option to import the definition for all saved searches.

   When you select this option, Data Integration imports all saved search definitions owned by the user or datasets that are configured to be loaded from Oracle NetSuite. If you don't want to import all saved search definitions, go to target application and select individual saved search definitions one by one. If you have initialized the source system the first time, add incremental saved search definitions also in the target application.

   For more information, see: Creating an Oracle NetSuite Data Source and Registering Oracle NetSuite Applications.

   For information on updating an Oracle NetSuite application, see Updating An Oracle NetSuite Application.

4. Optional: Map columns in the saved search to dimensions.

5. Define the EPM Cloud application as the target application.

   For more information, see: Registering EPM Cloud Applications.

6. Define the import format to map columns from the saved search to dimensions in the target EPM Cloud application dimensions.

   For more information, see: Mapping Dimensions.

7. Define a drill URL specifying the Oracle NetSuite.

   For more information, see: Drilling Through to Oracle NetSuite.

8. Once the initialization process is complete, you can pick a Saved Search when adding a target application. When you select Oracle NetSuite or a dataset as a data source, then you are presented with a list of the saved searches from the selected Oracle NetSuite source.

   You can also provide source filter criteria on the application filters tab. These source filters are the same as Oracle NetSuite "Criteria," which filter the data from Oracle NetSuite Saved Searches.

9. Define source mapping entries in the calendar mapping section to map the Oracle NetSuite periods to the EPM Cloud periods.

10. Create an integration and specify the Oracle NetSuite data source as the source application and your EPM Cloud application as the target application.

    For more information, see: Creating Direct Integrations.

11. Define any period mapping. Available options are explicit or default period mappings.

    For more information on periods mappings available for an Oracle NetSuite integration, see: Managing Periods in Oracle NetSuite.

12. Map members mappings between the Oracle NetSuite data source and the EPM Cloud target application.

13. Apply any Oracle NetSuite filters and options.

    For more information, see: Applying Oracle NetSuite Application Filters.

14. Run the integration between Oracle NetSuite data source and the EPM Cloud target application.

    This pulls the data from the Oracle NetSuite instance into Data Integration, maps the data and then shows the results in the workbench. If the mapping succeeds without errors, the data is loaded to the target application.

    For more information, see: Running an Integration.