Exporting Planning and Budgeting Sync Configuration
You can export all available Planning and Budgeting Sync configurations or select specific configurations to export. The following configurations are available for export:
|
Configuration Label |
Description |
|---|---|
|
Jobs |
The jobs configured in Data Exchange or your Planning and Budgeting and added in NetSuite. See Managing Jobs in Planning and Budgeting Sync. |
|
Substitution Variables |
The substitution variables configured in your Planning and Budgeting and categorized in NetSuite. See Substitution Variables in Planning and Budgeting Sync. |
|
Account Metadata Hierarchy |
The customized upper-level members of account metadata. See Account Metadata Hierarchy in Planning and Budgeting Sync. |
|
Form/Dashboard |
The forms and dashboards configured in your Planning and Budgeting and accessed from NetSuite. See Forms and Dashboards in Planning and Budgeting Sync. |
|
Saved Search Settings |
Customizations to the Planning and Budgeting saved searches that you added in NetSuite. See Saved Search Settings in Planning and Budgeting Sync. |
|
Dataset Settings |
Customizations to the Planning and Budgeting datasets that you added in NetSuite. See Dataset Settings in Planning and Budgeting Sync. |
|
Account Balance Portlet Settings |
The custom record type setup for the Account Balance portlet. See Planning and Budgeting Account Balance Portlet. |
|
Data Source Mappings |
A list for mapping prefixes of source saved search and dataset IDs to prefixes of target saved search and dataset IDs. See Change Data Source Mappings for Metadata Searches and Datasets. |
|
Other Settings |
Other settings related to the basic Planning and Budgeting Sync SuiteApp configuration. |
|
Account Type Mappings |
A list for mapping your NetSuite account types to Planning and Budgeting account types. See Account Type Mapping in Planning and Budgeting Sync. |
To export Planning and Budgeting Sync configuration:
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In NetSuite, go to NetSuite EPM > Planning and Budgeting > Import/Export Configuration.
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Choose the Export radio button.
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On the Configurations to Import/Export subtab, do any of the following:
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In the Select column, check the box next to each configuration you want to export.
Tip:To select all configurations, click the Mark All button. To clear all selections, click the Unmark All button.
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To review configuration details, click the View link to access the specific configuration page.
-
-
Click Submit.
This exports the configuration to a JSON file and saves it to your computer.
Note:If the export contains no configuration, you receive an error message indicating that at least one configuration is required for the export.
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To view details and the history of your exported configurations, click the Logs subtab.