Installing the Planning and Budgeting Financials Sync SuiteApp

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.

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

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

Related Topics

Installing the Planning and Budgeting Sync Foundation SuiteApp
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