Exporting Planning and Budgeting Sync Configuration

You can export all the available Planning and Budgeting Sync configurations, or you can select specific configurations you want to export. The following configurations can be exported:

Configuration Label	Description
Jobs	The jobs configured in Data Exchange or your Planning and Budgeting and added in NetSuite. See Managing Jobs in Planning and Budgeting Sync.
Substitution Variables	The substitution variables configured in your Planning and Budgeting and categorized in NetSuite. See Substitution Variables in Planning and Budgeting Sync.
Account Metadata Hierarchy	The customized upper-level members of account metadata. See Account Metadata Hierarchy in Planning and Budgeting Sync.
Form/Dashboard	The forms and dashboards configured in your Planning and Budgeting and accessed from NetSuite. See Forms and Dashboards in Planning and Budgeting Sync.
Data Source Settings	Customizations to the Planning and Budgeting saved searches or datasets that you added in NetSuite. See Saved Search Settings in Planning and Budgeting Sync and Dataset Settings in Planning and Budgeting Sync.
Account Balance Portlet Settings	The custom record type setup for the Account Balance portlet. See Planning & Budgeting Account Balance Portlet.
Other Settings	Other settings related to the basic Planning and Budgeting Sync SuiteApp configuration.

To export Planning and Budgeting Sync configuration:

Note:

If the export contains no configuration, you receive an error message indicating that at least one configuration is required for the export.

1. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Import/Export Configuration.

2. Choose the Export radio button.

3. Click the Configurations to Export subtab, and do any of the following:

   1. In the Select column, check the box next to every configuration you want to export.

   2. Click the View link for every configuration page you want to go to in the NetSuite UI.

4. Click the Logs subtab to view the following information about the exported configuration:

   • Date

   • Operation

   • Status

   • Options

   • Details

   • Filename

   Click the View link to see the details of the log you want to review.

5. Click Submit.

Related Topics

• Import/Export Configuration
• Importing Planning and Budgeting Sync Configuration

General Notices