Installing the Planning and Budgeting Sync SuiteApp

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

To install the Planning and Budgeting 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 Sync SuiteApp:

1. In NetSuite, click the SuiteApps tab.

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

3. Click the Planning and Budgeting Sync tile.

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

   Note:

   If you can see Limited Access instead of the Install button, it means that the SuiteApp has not been provisioned for your NetSuite account. For assistance, contact your NetSuite account manager.

5. Wait for the installation to complete.

Planning and Budgeting 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

• Planning and Budgeting Sync Installation and Setup
• Required Features for Installing the Planning and Budgeting Sync SuiteApp
• Role Permissions for Planning and Budgeting Sync Users
• Setting Up the Integration User for Planning and Budgeting Sync
• Setting Up Token-based Authentication for Planning and Budgeting Sync
• Setting Up the Connection to Planning and Budgeting
• Scheduling Script Deployments for Planning and Budgeting Sync
• Planning and Budgeting Sync Configuration Checklist
• Saved Searches for Planning and Budgeting Sync
• Managing the Planning and Budgeting Sync Saved Searches
• Saved Search Settings in Planning and Budgeting Sync
• Metadata Export in Planning and Budgeting Sync
• Account Metadata Hierarchy in Planning and Budgeting Sync
• Using SuiteAnalytics Datasets with Planning and Budgeting Sync
• Managing Jobs in Planning and Budgeting Sync
• Substitution Variables in Planning and Budgeting Sync
• Forms and Dashboards in Planning and Budgeting Sync
• Import/Export Configuration
• Integration Artifacts
• Planning and Budgeting Sync Portlets

General Notices