Setting Up the Integration User for Planning and Budgeting Sync
To enable the integration with your Planning and Budgeting, you need to set up an integration user with proper permissions in NetSuite. You can assign the NSPB Integration role to an existing or new user, and use that user for the integration. If the NSPB Integration role does not provide sufficient permissions for your customization, you can clone the NSPB Integration role and assign your specific permissions to it.
For instructions, see the following help topics:
Note:
The NSPB Integration role, or your custom role in NetSuite, gives sufficient permissions only to the integration user. Your Planning and Budgeting roles and permissions are managed in your Planning and Budgeting environment.
Related Topics
- Planning and Budgeting Sync Installation and Setup
- Required Features for Installing the Planning and Budgeting Sync SuiteApp
- Installing the Planning and Budgeting Sync SuiteApp
- Role Permissions for Planning and Budgeting Sync Users
- 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