NSPB Sync Setup Guide

Administrators must perform the following tasks to set up the NSPB Sync SuiteApp:

1. Enable the required features in your NetSuite account. See Required Features for Installing the NSPB Sync SuiteApp.

2. Install the SuiteApp. See Installing the NSPB Sync SuiteApp.

3. Assign roles to NSPB Sync users. See Role Permissions for NSPB Sync Users.

4. Set the file encryption password. See Setting Up a Password for File Encryption.

5. Create an integration user with proper permissions. See Setting Up the Integration User.

6. Set up token-based authentication (TBA) for Planning and Budgeting users. See Setting Up Token-based Authentication.

7. Set up the connection to your Planning and Budgeting. See Setting Up the Planning and Budgeting Connection.

8. Schedule the required NSPB Sync script deployments properly. See Scheduling Script Deployments for NSPB Sync.

After the SuiteApp is configured, administrators can use the following functionality provided by NSPB Sync:

• Customize the saved searches that are included in the SuiteApp or create new saved searches to use in your Planning and Budgeting. You can also create saved searches from the available custom record types. See NSPB Sync Saved Searches.

• Customize the metadata saved searches that are included in the SuiteApp and call RESTlets from Data Exchange to automatically export the metadata from NetSuite entities to your Planning and Budgeting. See Metadata Export to Planning and Budgeting.

• Extract data from SuiteAnalytics workbooks and datasets that you have created in NetSuite. See Using SuiteAnalytics Workbooks and Datasets with NSPB Sync.

• Use the NetSuite UI to administer your Planning and Budgeting without opening the Planning and Budgeting account. See NSPB Sync Functionality in NetSuite UI.

• Use the NSPB Sync SuiteApp Portlets.

General Notices