Setting Up the Planning and Budgeting Connection

To set up the connection between NetSuite and your Planning and Budgeting, you must have the Administrator role. You need to store user credentials in NetSuite. You can store a URL that will redirect you to your Planning and Budgeting environment directly from NetSuite.

To connect to your Planning and Budgeting from NetSuite without having to enter the user credentials, you can use single sign-on (SSO).

For information, refer to the following help topics:

• Connection Settings

• Single Sign-On

Related Topics

Setting Up NSPB Sync

Setting Up a Password for File Encryption

Setting Up the Integration User

Setting Up Token-based Authentication

Scheduling Script Deployments for NSPB Sync

General Notices