Metadata Export to Profitability and Cost Management

The Profitability and Cost Management Sync SuiteApp enables you to extract metadata from NetSuite entities and use the metadata in your Profitability and Cost Management. Metadata from each entity can be exported to a CSV file instead of being displayed in the NetSuite UI. You can then use the exported CSV file to import the metadata to your Profitability and Cost Management.

To export selected metadata from NetSuite entities, you have the following options:

• You can customize and export metadata manually, as described in Saved Search Settings in Profitability and Cost Management Sync.

• After configuring Data Exchange in your Profitability and Cost Management for automated metadata synchronization, you can use saved searches included in the SuiteApp to export metadata as CSV files from NetSuite to your Profitability and Cost Management.

  For the list of the supported metadata saved searches, see Supported Metadata Saved Searches in Profitability and Cost Management Sync.

  For details about the metadata saved searches, see the following help topics:

  • Accounts Metadata in Profitability and Cost Management Sync

  • Class Metadata in Profitability and Cost Management Sync

  • Customer Metadata in Profitability and Cost Management Sync

  • Customer Project Metadata in Profitability and Cost Management Sync

  • Department Metadata in Profitability and Cost Management Sync

  • Employee Metadata in Profitability and Cost Management Sync

  • Item Metadata in Profitability and Cost Management Sync

  • Location Metadata in Profitability and Cost Management Sync

  • Project Metadata in Profitability and Cost Management Sync

  • Subsidiary Metadata in Profitability and Cost Management Sync

  • Vendor Metadata in Profitability and Cost Management Sync

  • Creating the Hierarchy of Metadata in Profitability and Cost Management Sync

  • Optimal Number of Metadata Records to Import to Profitability and Cost Management

  • Returning Metadata Hierarchy Based Only on Cloned Saved Search in Profitability and Cost Management Sync

  • Account Type Mapping in Profitability and Cost Management Sync

  • Item Type Mapping in Profitability and Cost Management Sync

Related Topics

• Profitability and Cost Management Sync Installation and Setup
• Role Permissions for Profitability and Cost Management Sync Users
• Profitability and Cost Management Sync Configuration Checklist
• Saved Searches for Profitability and Cost Management Sync
• Managing the Profitability and Cost Management Sync Saved Searches
• Saved Search Settings in Profitability and Cost Management Sync
• Portlets for Profitability and Cost Management Sync

General Notices