Downloading Planning and Budgeting Financials Integration Artifacts
The integration artifacts for your Planning and Budgeting Financials are included in NSPB-Financials_integration_artifacts_2022.2.zip. The artifacts contain all the default configurations for Data Management to load the saved searches you created in NetSuite. See Creating a Planning and Budgeting Financials Sync Saved Search.
In Planning and Budgeting, the integration artifacts are called Lifecycle Management (LCM) imports.
You need to download the integration artifacts from NetSuite, and import them to your Planning and Budgeting Financials.
The default setup is only compatible with Planning and Budgeting Financials. To make the integration artifacts compatible with other NetSuite Planning and Budgeting editions, change the default values to match the corresponding values in Planning and Budgeting.
To download and import the integration artifacts:
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In NetSuite, go to Setup > Planning and Budgeting Financials > Download Integration Artifacts.
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Click the Download button to save the ZIP file to disk.
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In your Planning and Budgeting Financials account, click the Navigator icon
, and select Migration. -
Click the Snapshots tab.
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Click Upload to locate the ZIP file on your disk.
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Select the ZIP file, and click Open. Then, click Upload.
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If a popup window confirms that the file has been successfully uploaded, click OK to complete the upload process.
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For the uploaded file, in the Actions column, click the ellipsis icon
. Then, click Import. -
Click OK to proceed with the import.
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In the Migration Status Report window, refresh and review the migration progress until it completes. Then, close the window.
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To see the list of the artifacts you have imported, click the Navigator icon
, and select Data Exchange.
The ZIP file is not automatically updated in Planning and Budgeting Financials with new releases of Planning and Budgeting Financials Sync. To update the ZIP file, download it and re-upload it to your Planning and Budgeting Financials, or configure Data Management manually.
For information about the use of Data Management in the Oracle Planning and Budgeting Cloud Service, refer to Administering Data Management for Oracle Enterprise Performance Management Cloud in the Oracle Help Center.