Metadata Export to Planning and Budgeting

The NSPB Sync SuiteApp enables you to extract metadata from NetSuite entities and use the metadata in your Planning and Budgeting. 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 Planning and Budgeting.

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

• You can export metadata manually, as described in Saved Search Settings.

• After configuring Data Management in your Planning and Budgeting for automated metadata synchronization, you can use saved searches included in the SuiteApp to export metadata as CSV files from NetSuite to your Planning and Budgeting. For the list of metadata saved searches, see Supported Metadata Saved Searches.

The following help topics provide information about the supported metadata saved searches:

• Supported Metadata Saved Searches

• Supported Prefixes of Metadata Saved Searches IDs

• Creating the Hierarchy of Metadata

• Optimal Number of Metadata Records to Import

• Returning Metadata Hierarchy Based Only on Cloned Saved Search

• Account Type Mapping

• Item Type Mapping

Related Topics

NSPB Sync Setup Guide

Required Features for Installing the NSPB Sync SuiteApp

Installing the NSPB Sync SuiteApp

Role Permissions for NSPB Sync Users

Setting Up NSPB Sync

NSPB Sync Saved Searches

Using SuiteAnalytics Workbooks and Datasets with NSPB Sync

NSPB Sync Functionality in NetSuite UI

NSPB Sync SuiteApp Portlets

General Notices