Setting Up NSPB Sync

After installing the NSPB Sync SuiteApp, an administrator needs to perform the following tasks:

1. Set up a password for file encryption.

   See Setting Up a Password for File Encryption.

2. Create an integration user with proper permissions.

   See Setting Up the Integration User.

3. Set up token-based authentication.

   See Setting Up Token-based Authentication.

4. Set up the connection to your Planning and Budgeting.

   See Setting Up the Planning and Budgeting Connection.

5. Schedule the required NSPB Sync script deployments.

   See Scheduling Script Deployments for NSPB Sync.

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

NSPB Sync Saved Searches

Metadata Export to Planning and Budgeting

Using SuiteAnalytics Workbooks and Datasets with NSPB Sync

NSPB Sync Functionality in NetSuite UI

NSPB Sync SuiteApp Portlets

General Notices