Configuration Bundles
Configuration bundles allow administrators to copy setup and configuration settings from one account to another. NetSuite vertical solution providers and independent software vendors (ISVs) can use configuration bundles to automate the setup and configuration of a customer account. The supported settings include company preferences, accounting lists, customer relationship management lists, record names, and transaction names. A configuration bundle can also enable or disable features in target accounts.
Note that you cannot include data, such as a chart of accounts, in a configuration bundle. If an object that you install as part of a bundle requires data, then you must import the required data separately from the bundle.
You should install configuration bundles immediately after provisioning an account. This ensures that you do not overwrite existing production account settings. If your solution requires specific setup and configuration parameters that you plan to roll out to existing customers, be sure to work with each account administrator on an impact analysis prior to installing the bundle.
Objects Available in Configuration Bundles
The following table lists the types of objects that you can include in a configuration bundle. These objects are preferences and configuration settings. For a description of an object type's function, go to the path shown and see the help for that page.
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Object Type |
Object |
Navigation Path |
|---|---|---|
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Auto-Generated Numbers |
Note:
Updating a configuration bundle does not change existing auto-generated numbers. |
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CRM |
Setup > Company > Setup Tasks > Auto-Generated Numbers |
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Entities |
Setup > Company > Setup Tasks > Auto-Generated Numbers |
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Schedules |
Setup > Company > Setup Tasks > Auto-Generated Numbers |
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Transactions |
Setup > Company > Setup Tasks > Auto-Generated Numbers |
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Company Preferences |
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Approval Routing |
Setup > Accounting > Preferences > Accounting Preferences |
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CSV Import |
Setup > Integration > Manage Integration > SOAP Web Services Preferences |
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Setup > Company > Preferences > Printing, Fax & Email Preferences |
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External |
Setup > Support > Preferences > Support Preferences |
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Fax |
Setup > Company > Preferences > Printing, Fax & Email Preferences |
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Forecasts |
Setup > Sales > Preferences > Sales Preferences |
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General Accounting |
Setup > Accounting > Preferences > Accounting Preferences |
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General Company
Note:
Override settings for the preferences on the Overriding Preferences subtab are preserved if the matching preferences are a part of the bundle. |
Setup > Company > Preferences > General Preferences |
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General Issues |
Setup > Issues > Preferences > Issue Preferences |
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General SFA |
Setup > Sales > Preferences > Sales Preferences |
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General Support |
Setup > Support > Preferences > Support Preferences |
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Inbound Email |
Setup > Marketing > Preferences > Marketing Preferences |
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Inventory Management |
Setup > Accounting > Preferences > Inventory Management Preferences |
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Invoicing |
Setup > Accounting > Preferences > Invoicing Preferences |
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Items / Transactions |
Setup > Accounting > Preferences > Accounting Preferences |
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Marketing |
Setup > Marketing > Preferences > Marketing Preferences |
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Notification |
Setup > Accounting > Preferences > Accounting Preferences |
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Notifications |
Setup > Issues > Issue Preferences |
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Order Management |
Setup > Accounting > Preferences > Accounting Preferences (Administrator) |
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Printing |
Setup > Company > Preferences > Printing, Fax & Email Preferences (Administrator) |
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Shipping |
Setup > Accounting > Setup Tasks > Shipping (Administrator) |
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Time & Expenses |
Setup > Accounting > Preferences > Accounting Preferences (Administrator) |
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Web Services |
Setup > Integration > Manage Integrations > SOAP Web Services Preferences(Administrator) |
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Features |
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Company |
Setup > Company > Setup Tasks > Company Information (Administrator) |
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Accounting |
Setup > Accounting > Preferences > Accounting Preferences (Administrator) |
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Tax |
Setup > Company > Setup Tasks > Enable Features |
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Transactions |
Setup > Sales > Preferences > Sales Preferences (Administrator) |
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Items & Inventory |
Setup > Accounting > Preferences > Accounting Preferences (Administrator) |
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Employees |
Setup > Users/Roles > User Management > Manage Users (Administrator) |
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Customer Relationship Management |
Setup > Marketing > Preferences > Marketing Preferences (Administrator) |
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Web Presence |
Setup > Company > Setup Tasks > Enable Features > Web Presence |
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SuiteCloud |
Customization > Forms > Transaction Forms (Administrator) |
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Other Lists |
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Accounting Lists |
Setup > Accounting > Setup Tasks > Accounting Lists (Administrator) |
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Customer Relationship Management (CRM) Lists |
Setup > Sales > Preferences > Sales Preferences (Administrator) |
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Renaming |
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Account Type Names |
Setup > Company > Setup Tasks > Rename Records/ Transactions (Administrator |
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Record Names |
Setup > Company > Setup Tasks > Rename Records/ Transactions (Administrator) |
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Transaction Names |
Setup > Company > Setup Tasks > Rename Records/ Transactions (Administrator) |
If a configuration bundle includes any settings that are inactive in the source account for the bundle, these settings are not installed in bundle target accounts.
Configuration bundles cannot be managed bundles.