Exporting NSPB Sync Configuration
You can export all NSPB Sync configurations or you can select specific configurations you want to export. The following configurations can be exported:
Configuration Label |
Description |
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Jobs |
The jobs configured in Data Exchange and your Planning and Budgeting and added in NetSuite. See Manage Jobs. |
Substitution Variables |
The substitution variables configured in your Planning and Budgeting and categorized in NetSuite. See Substitution Variables. |
Account Metadata Hierarchy |
The customized upper-level members of account metadata. See Account Metadata Hierarchy. |
Form/Dashboard |
The forms and dashboards configured in your Planning and Budgeting and accessed from NetSuite. See Forms/Dashboards. |
Saved Search Settings |
Customizations to the Planning and Budgeting saved searches that you added in NetSuite. See Saved Search Settings. |
Account Balance Portlet Settings |
The custom record type setup for the Account Balance portlet. See Planning & Budgeting Account Balance Portlet. |
Connection Settings |
The connection settings to connect you to the Planning and Budgeting environment from NetSuite, except the username and the password. See Connection Settings. |
Other Settings |
Other settings related to NSPB Sync SuiteApp. |
To export NSPB Sync configuration:
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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In NetSuite, go to Planning & Budgeting > Tools > Import/Export Configuration.
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Choose the Export radio button.
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Click the Configurations to Export subtab and do any of the following:
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In the Select column, check the box next to every configuration you want to export.
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Click the View link for every configuration page you want to go to in the NetSuite UI.
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Click the Logs subtab to view the following information about the exported configuration:
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Date
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Operation
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Status
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Options
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Details
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Filename
Click the View link to see the details of the log you want to review.
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Click Submit.