Metadata Export in Planning and Budgeting Sync

The Planning and Budgeting Sync SuiteApp enables you to extract metadata from NetSuite entities and use the metadata in your Planning and Budgeting. Metadata from each entity can be exported to a CSV file instead of being displayed in the NetSuite UI. You can then use the exported CSV file to import the metadata to your Planning and Budgeting.

To export selected metadata from NetSuite entities, you have the following options:

• You can export metadata manually, as described in Saved Search Settings.

• After configuring Data Exchange in your Planning and Budgeting for automated metadata synchronization, you can use saved searches included in the SuiteApp to export metadata as CSV files from NetSuite to your Planning and Budgeting. For the list of metadata saved searches, see Supported Metadata Saved Searches in Planning and Budgeting Sync.

The following help topics provide additional information about the supported metadata saved searches:

• Supported Prefixes of Metadata Saved Searches IDs

• Item Metadata

• Vendor Metadata

• Location Metadata

• Accounts Metadata

• Class Metadata

• Customer Metadata

• Department Metadata

• Project Metadata

• Customer Project Metadata

• Employee Metadata

• Custom Segment Metadata

• Creating the Hierarchy of Metadata in Planning and Budgeting Sync

• Optimal Number of Metadata Records to Import

• Returning Metadata Hierarchy Based Only on Cloned Saved Search

• Account Type Mapping

• Item Type Mapping

General Notices