Import/Export Configuration in Planning and Budgeting Sync
You can use NetSuite to export your Planning and Budgeting Sync configuration into a single file. You can then use this file as a configuration backup or import it into another NetSuite account. You can also view details and the history of your imports and exports.
For information, see the following 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 SuiteQL Queries in 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
- Planning and Budgeting Data Export and Import
- 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