Installing the Planning and Budgeting Financials Sync SuiteApp

Planning and Budgeting Financials Sync is a shared SuiteApp. Before you can install the SuiteApp, it must be shared to your NetSuite account. For more information, contact your NetSuite account manager.

Planning and Budgeting Financials Sync is a managed SuiteApp. When a new version is available, NetSuite automatically updates your account.

To install the Planning and Budgeting Financials Sync SuiteApp, you must have permission and access to the SuiteApp Marketplace. For information about the SuiteApp Marketplace, see SuiteApp Marketplace in NetSuite.

To install the Planning and Budgeting Financials Sync SuiteApp:

1. In NetSuite, click the SuiteApps tab.

2. In the Search SuiteApps field, enter Planning and Budgeting Financials Sync.

3. Click the Planning and Budgeting Financials Sync tile.

4. In the upper–right area of the Planning and Budgeting Financials Sync details page, click Install.

5. Wait for the installation to complete.

For general information about installing, updating, and deleting SuiteApps from the SuiteApp Marketplace, see SuiteApp Installation.

Related Topics

Saved Searches for Planning and Budgeting Financials Sync

Managing the Planning and Budgeting Financials Sync Saved Searches

Setting Up Default Configurations

Downloading Planning and Budgeting Financials Integration Artifacts

General Notices