Setup and Configuration

Important:

The following guidelines are for users who use the Planning and Budgeting Sync SuiteApp to integrate NetSuite Planning and Budgeting or Planning and Budgeting Financials with NetSuite.

To integrate your Planning and Budgeting with NetSuite, you'll need the Administrator or the NSEPM Implementer role to complete these steps:

1. Install the NetSuite EPM Connector SuiteApp and set it up for your Planning and Budgeting application. For information, see the following help topics:

   • Installing the NetSuite EPM Connector SuiteApp

     Note:

     To install the NetSuite EPM Connector SuiteApp, you'll need the Administrator role. To complete the integration steps outlined below, you can use either the Administrator or NSEPM Implementer role.

   • Setting Up a File Encryption Password for NetSuite EPM Connector

   • Data Source Allowlist

2. Install the Planning and Budgeting Sync SuiteApp.

   See Installing the Planning and Budgeting Sync SuiteApp.

3. Enable and set up Planning and Budgeting Financials for your Planning and Budgeting application.

   See Creating the NetSuite Planning and Budgeting Application.

4. Set up an integration user with proper permissions in NetSuite.

   See Setting Up the Integration User for Planning and Budgeting Sync.

5. Create the default saved searches to load data and metadata from NetSuite into your Planning and Budgeting application.

   See Managing the Planning and Budgeting Sync Saved Searches.

6. Set up the default configurations for Planning and Budgeting Financials in your NetSuite account.

   See Setting Up Default Configurations for Planning and Budgeting Financials.

7. Set up the connection from your Planning and Budgeting application to NetSuite.

   See Setting Up Token-based Authentication for Planning and Budgeting Sync.

8. Set up the connection from NetSuite to your Planning and Budgeting application.

   See Setting Up the Connection to Planning and Budgeting.

9. Schedule the required Planning and Budgeting Sync script deployments.

   See Scheduling Script Deployments for Planning and Budgeting Sync.

10. Use a checklist of tasks to make sure your Planning and Budgeting Sync setup works.

    See Planning and Budgeting Sync Configuration Checklist.

11. Enable the Planning and Budgeting Financials features in your new NetSuite Planning and Budgeting environment.

    See Enabling Planning and Budgeting Financials.

12. Download the ZIP file with the default configurations for Data Exchange and upload it to your Planning and Budgeting Financials environment.

    See Downloading Planning and Budgeting Financials Integration Artifacts.

13. To load data and metadata into your Planning and Budgeting, manually run or schedule jobs in NetSuite.

    See the following help topics:

    • Managing Jobs in Planning and Budgeting Sync

    • Executing the Batch_Setup Job

After you've completed the required integration steps, you can move on to these extra configuration steps:

• To load data and metadata from NetSuite to your Planning and Budgeting application, customize the metadata saved searches that are included in the SuiteApp. Optionally, you can also create and customize the default datasets.

  See the following help topics:

  • Metadata Export in Planning and Budgeting Sync

  • Using SuiteAnalytics Datasets with Planning and Budgeting Sync

• Customize upper-level members of account metadata that you want to export from NetSuite.

  See Account Metadata Hierarchy in Planning and Budgeting Sync.

• Set up values for substitution variables in your Planning and Budgeting.

  See Setting Up Values for Substitution and User Variables.

• Use the Planning and Budgeting Sync portlets in NetSuite.

  See Planning and Budgeting Sync Portlets.

Related Topics

• Planning and Budgeting Financials Integration Guide
• Planning and Budgeting Financials Administrator Guide
• Planning and Budgeting Financials User Guide

General Notices