Planning and Budgeting Data Export and Import
The Planning and Budgeting Sync SuiteApp lets you export Planning and Budgeting data from NetSuite and import it into your Planning and Budgeting application.
The following data types are available for export:
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Global Period
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Application Period
For information, see the following help topics:
Related Topics
- Planning and Budgeting Sync Installation and Setup
- Required Features for Installing the Planning and Budgeting Sync SuiteApp
- Installing the Planning and Budgeting Sync SuiteApp
- Role Permissions for Planning and Budgeting Sync Users
- Setting Up the Integration User for Planning and Budgeting Sync
- Setting Up Token-based Authentication for Planning and Budgeting Sync
- Setting Up the Connection to Planning and Budgeting
- Scheduling Script Deployments for Planning and Budgeting Sync
- Planning and Budgeting Sync Configuration Checklist
- Saved Searches for Planning and Budgeting Sync
- Managing the Planning and Budgeting Sync Saved Searches
- Saved Search Settings in Planning and Budgeting Sync
- Metadata Export to Planning and Budgeting
- Account Metadata Hierarchy in Planning and Budgeting Sync
- Using SuiteAnalytics Datasets with Planning and Budgeting Sync
- Managing Jobs in Planning and Budgeting Sync
- Substitution Variables in Planning and Budgeting Sync
- Forms and Dashboards in Planning and Budgeting Sync
- Import/Export Configuration in Planning and Budgeting Sync
- Integration Artifacts in Planning and Budgeting Sync
- Setting Up Default Configurations for Planning and Budgeting Financials
- Viewing NetSuite SuitePeople Payroll Data by Category
- Planning and Budgeting Sync Portlets