NetSuite and Data Exchange Comparison

You can use both NetSuite and Data Exchange to manage data load rules for your NetSuite Enterprise Performance Management (EPM) applications. This help topic shows which data load tasks you can complete using each user interface for the following NetSuite EPM applications:

Note:

In NetSuite EPM, Data Load Rule jobs are called Data Integration jobs.

Tip:

NetSuite is the preferred user interface for managing data load rules in your NetSuite EPM application.

Important:

If you change your NetSuite EPM password or it expires, you need to re-enter the password in NetSuite. To avoid this, you can use OAuth 2.0 to connect to NetSuite Account Reconciliation. OAuth 2.0 isn’t currently supported for connecting to NetSuite Planning and Budgeting.

NetSuite Planning and Budgeting

The following table lists standard data load tasks for NetSuite Planning and Budgeting and shows whether NetSuite or Data Exchange can support each tasks:

Task

Supported by NetSuite?

Supported by Data Exchange?

Run a batch job (data and metadata loads)

Yes

Yes

Run a data load rule job

Yes

Yes

Check data load rule progress

Yes

Yes

View/Download job logs

Yes

Yes

Schedule jobs

Yes

Yes

Update substitution variables

Yes

Yes

Check monthly substitution variables

Yes

Yes

Check Planning and Budgeting account balance data

Limited functionality

Yes

Check the integration status

Yes

Yes

Get email notifications about jobs

Yes (using saved searches)

For instructions, see Enabling Saved Search Email Alerts.

Yes (using pipelines)

Load data back into NetSuite

Yes

No

Manage pipelines

No

Yes

Create group jobs

Yes

For instructions, see Group.

No

NetSuite Account Reconciliation

The following table lists standard data load tasks for NetSuite Account Reconciliation and shows whether NetSuite or Data Exchange can support each tasks:

Task

Supported by NetSuite?

Supported by Data Exchange?

Load periods

Yes

No

Load profiles

Yes

No

Load balances for reconciliation

Yes

No

Load transactions for transaction matching

Yes

Yes

Load exchange rates

Yes

No

Load data back into NetSuite

Yes

No

General Notices