Import Data/Metadata in Profitability and Cost Management Sync

If you want to use NetSuite to upload saved search results directly to your Profitability and Cost Management, you need to add the corresponding import job to NetSuite. Then, you can set up the import job as needed. The import job will run the saved search, create the CSV file, and upload the CSV file to the Inbox/Outbox Explorer in your Profitability and Cost Management.

Note:

The maximum size of the CSV file to upload data to your Profitability and Cost Management shouldn't exceed 10 MB. This limitation doesn't apply to metadata upload.

To add and set up an import job:

1. In NetSuite, go to NetSuite EPM > Profitability and Cost Management > Manage Jobs.

2. On the Manage Jobs page, do one of the following:

   • In the list of jobs, click Edit next to an import job of your choice.

   • If you don't see the import job in the list, click the Add Job button, and follow steps 3 through 6 in Adding a Job in Profitability and Cost Management Sync.

3. Click the Job Parameters subtab.

   The Import Type field indicates whether this job uploads data or metadata from the saved search results. For metadata, Profitability and Cost Management Sync includes the metadata hierarchy in the uploaded CSV file.

4. From the Data Source Type list, select Saved Search or Dataset to load data from NetSuite to your Profitability and Cost Management.

5. From the Data Source Name list, select the saved search or dataset this import job should run. This list is populated based on the selected data source type.

6. In the Filename field, enter the name of the CSV file that will be generated by the import job and stored in the Inbox/Outbox Explorer in your Profitability and Cost Management account. The value must match exactly, including uppercase and lowercase letters.

7. In the Dimension field, enter the name of a dimension in your Profitability and Cost Management that this metadata will be loaded to. The value must match exactly, including uppercase and lowercase letters.

   Important:

   Follow the Naming Restrictions to make sure you don't use any of the restricted characters at the beginning of the dimension name. If a restricted character is used, you need to change the dimension name in your Profitability and Cost Management.

8. Check the Refresh Cube box if you want to force a cube refresh in your Profitability and Cost Management.

9. If you want to schedule the import job, click the Schedule subtab, and follow step 3 in Scheduling a Job in Profitability and Cost Management Sync.

10. For optional setup of the import job, click the Options subtab.

    If you only want to upload the CSV file to your Profitability and Cost Management without running the import job, check the Upload Only box.

11. Click Save.

If an Import Data/Metadata job fails, you can view the latest error log. Go to NetSuite EPM > Profitability and Cost Management > Manage Jobs, and click Logs next to a job in the Error execution status. Then, click View to access the View Job Execution Log page. To save the latest error log to your computer, click Download Generated File.

Related Topics

• Job Types in Profitability and Cost Management Sync
• Business Rule in Profitability and Cost Management Sync
• Data Integration in Profitability and Cost Management Sync
• Fetch File via SFTP Job in Profitability and Cost Management Sync
• Group in Profitability and Cost Management Sync
• Pipeline in Profitability and Cost Management Sync

General Notices