Setting Up the Integration User Record for Planning and Budgeting Sync

You need to assign the NSPB-X Integration role, or your custom role that gives you sufficient permissions, to an existing or new user that will be used for the integration with your Planning and Budgeting. You also need to set up the user properly in NetSuite.

To set up an integration user record:

1. Go to Lists > Employees > Employees.

2. Click Edit next to the employee you want to use with Planning and Budgeting Sync.

   Important:

   Make sure the employee you choose for the integration is an active employee. If the employee has been disabled or removed, the integration will not work.

3. In the Subsidiary field, select the top-level parent subsidiary.

   Note:

   The top-level parent subsidiary selection ensures that searches return all data. If you cannot select the top-level parent subsidiary, go to Setup > Users/Roles > Manage Roles to customize the NSPB-X Integration role or your custom role, and select All in the Subsidiary Restrictions section.

4. Click the Access subtab.

5. In the Role column, select NSPB-X Integration, or your custom role, and click Add.

   For information about customizing the role you want to use for the integration, see Customizing the NSPB-X Integration Role.

6. Click Save.

Note:

This employee record is not used by the employee to log in to NetSuite. It is used by the Planning and Budgeting Sync SuiteApp to integrate with your Planning and Budgeting.

Important:

Check that the restrictions on the File Cabinet folders are set correctly for the integration user. For instructions, see Restricting Access to File Cabinet Folders.

If you need to create a new user record for the integration, follow instructions in Adding an Employee in the NetSuite Help Center. Then, set up the record as described in this help topic.

General Notices