Selecting a Plug-in for Data Processing

You need to add a Data Management or Planning and Budgeting job in NetSuite, and then select a plug-in to process data for the job.

To add a plug-in to a job:

1. In NetSuite, go to Planning & Budgeting > Jobs > Manage Jobs.

2. On the Planning & Budgeting Jobs page, do one of the following:

   • In the list of jobs, click Edit next to a job of your choice.

   • If you do not see the job in the list, and you have the Administrator role, click the Add Job button, and follow steps 3 through 6 in Adding a Job in NetSuite.

3. Click the Options subtab. Take one or more of the following actions, depending on what is applicable to the job type you have selected:

   • From the Post–processing Plug-in dropdown list, select the plug-in you want to use to process data.

   • If you want to store the log file of the executed job in NetSuite, check the Save Execution Logs in NetSuite box.

   • If you do not want to run the import job, and only want to upload the CSV file to Data Management, check the Upload Only box.

4. Click Save.

Related Topics

Using Post-Processing Plug-ins with NSPB Sync

Using NSPB Sync Post-Processing Plug-ins

Creating Custom Plug-ins

Using Custom Plug-ins with NSPB Sync

Troubleshooting Post-Processing Plug-ins

Setting Up Your Planning and Budgeting for Budget Data Import

General Notices