Loading Account Metadata into Financial Consolidation and Close

To successfully load account metadata into your Financial Consolidation and Close, you need to download and customize the FCCS Account Type Mapping Template.csv file. Then, you need to use the Import Assistant to import the customized file into the NSFC | Account Type Mapping record type.

For detailed information about importing CSV files in NetSuite, see CSV Imports Overview.

To download and import the template for account metadata load:

In NetSuite, go to NetSuite EPM > Close Management and Consolidation > Integration Artifacts.
Click the Templates subtab.
Click Download to save the FCCS Account Type Mapping Template.csv template to your disc.

Important:
Make sure you update the template before importing so the values correspond to your Financial Consolidation and Close environment setup.
Use the Import Assistant in NetSuite to import the customized CSV file into the NSFC | Account Type Mapping record type:
- For instructions about using the Import Assistant, see Importing CSV Files with the Import Assistant.
- For information about the account type mapping functionality provided with the Close Management and Consolidation Sync SuiteApp, see Account Type Mapping.

Note:

With every new version of the Close Management and Consolidation Sync SuiteApp, you may need to repeat the process of downloading, customizing, and re-attaching the template provided with the SuiteApp.

To download and import the template for account metadata load:

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