NetSuite and Data Exchange Comparison
You can use both NetSuite and Data Exchange to manage data load rules for your NetSuite Enterprise Performance Management (EPM) applications. This help topic outlines which data load tasks you can complete using either or both of the user interfaces for the following NetSuite EPM applications:
Data Load Rule jobs in NetSuite are called Data Integration jobs in NetSuite Enterprise Performance Management.
NetSuite is the preferred user interface for managing data load rules for your NetSuite Enterprise Performance Management application.
If you change the password you use to log in to NetSuite EPM, or the password expires, you need to re-enter the password in NetSuite. To avoid this, you can use OAuth 2.0 to connect to NetSuite Account Reconciliation. Using OAuth 2.0 to connect to NetSuite Planning and Budgeting is not currently supported.
NetSuite Planning and Budgeting
The following table lists standard data load tasks for NetSuite Planning and Budgeting and the capacity of NetSuite and Data Exchange to support the tasks:
|
Task |
Supported by NetSuite? |
Supported by Data Exchange? |
|---|---|---|
|
Run a batch job (data and metadata loads) |
Yes |
Yes |
|
Run a data load rule job |
Yes |
Yes |
|
Check data load rule progress |
Yes |
Yes |
|
View/Download job logs |
Yes |
Yes |
|
Schedule jobs |
Yes |
Yes |
|
Update substitution variables |
Yes |
Yes |
|
Check monthly substitution variables |
Yes |
Yes |
|
Check Planning and Budgeting account balance data |
Limited functionality |
Yes |
|
Check the integration status |
Yes |
Yes |
|
Get email notifications about jobs |
Yes (using saved searches) For instructions, see Enabling Saved Search Email Alerts. |
Yes (using pipelines) |
|
Load data back into NetSuite |
Yes |
No |
|
Manage pipelines |
No |
Yes |
|
Create group jobs |
Yes For instructions, see Group. |
No |
NetSuite Account Reconciliation
The following table lists standard data load tasks for NetSuite Account Reconciliation and the capacity of NetSuite and Data Exchange to support the tasks:
|
Task |
Supported by NetSuite? |
Supported by Data Exchange? |
|---|---|---|
|
Load periods |
Yes |
No |
|
Load profiles |
Yes |
No |
|
Load balances for reconciliation |
Yes |
No |
|
Load transactions for transaction matching |
Yes |
Yes |
|
Load exchange rates |
Yes |
No |
|
Load data back into NetSuite |
Yes |
No |