Required Features for Installing the NSPB Sync SuiteApp

Before installing the SuiteApp, you must enable features required by the NSPB Sync SuiteApp in your NetSuite account.

To enable the required features:

1. Go to Setup > Company > Setup Tasks > Enable Features.

2. Click the CRM subtab.

3. Under the Basic Features section, check the Customer Relationship Management box.

4. Click the SuiteCloud subtab, and check the following boxes:

   • Custom Records

   • Client SuiteScript

   • Server SuiteScript

   • Token-based Authentication

5. Click Save.

To use single sign-on when navigating to your Planning and Budgeting from your NetSuite account, you must also enable the SuiteSignOn feature.

Related Topics

NSPB Sync Setup Guide

Installing the NSPB Sync SuiteApp

Role Permissions for NSPB Sync Users

Setting Up NSPB Sync

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