Adding the Account Reconciliation Sync Saved Searches Prefix Automatically to Data Source Allowlist

You can add the Account Reconciliation Sync prefix to the NetSuite EPM Connector allowlist automatically when you create the related saved searches in NetSuite. For information about creating Account Reconciliation Sync saved searches in NetSuite, see Creating an Account Reconciliation Sync Saved Search.

To add the Account Reconciliation Sync saved searches prefix automatically to the NetSuite EPM Connector allowlist:

  1. In NetSuite, go to NetSuite EPM > Account Reconciliation > Manage Saved Searches.

  2. In the upper-right corner of the page, click Create Default Saved Searches.

  3. Check the Add NSAR Prefix to EPM Connector Supported Saved Searches box.

  4. (Optional) Check the Select box next to the saved search of your choice in the Not Created status.

  5. Click Submit.

    This automatically adds the customsearch_nsar_ prefix to the NetSuite EPM Connector allowlist. For information about the NetSuite EPM Connector allowlist, see Data Source Allowlist.

Related Topics

General Notices