1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Planning and Budgeting Data Export and Import
  6. Importing Planning and Budgeting Data

Importing Planning and Budgeting Data

After you export the Global Period and Accounting Period data as described in Exporting Planning and Budgeting Data, you can import it into your Planning and Budgeting application.

Important:

The data is exported from NetSuite as a CSV file. You need to convert the file to Microsoft Excel format before importing it into your Planning and Budgeting application.

The import steps may vary depending on the selected data type. For information, see the following help topics:

Related Topics

General Notices