Close Management and Consolidation Sync Update in NetSuite 2026.2

TL;DR: Starting in NetSuite 2026.2, significant updates have been implemented in the Close Management and Consolidation Sync SuiteApp to facilitate smoother integration between NetSuite and your Oracle Cloud Enterprise Performance Management (EPM) applications. The SuiteApp provides default configurations for integrating NetSuite with Oracle EPM Financial Consolidation and Close.

What is the Close Management and Consolidation Sync SuiteApp?

The Close Management and Consolidation Sync SuiteApp provides default configurations that enable seamless integration between NetSuite and Oracle's Financial Consolidation and Close application. By utilizing Data Exchange, users can perform searches defined in NetSuite and apply the results directly in their EPM application.

For more information about Financial Consolidation and Close and Data Exchange, see the following Oracle Help Center resources:

• Oracle EPM Financial Consolidation and Close
• Administering Data Integration

Key Updates in Version 2026.2

With the recent update, the SuiteApp now includes a new setting to further enhance the integration process:

• Enhanced Connection Verification: A new feature allows users to verify inbound connections to the Financial Consolidation and Close application by checking the Use Entered URL to Verify Inbound Connections box. This ensures that the correct application interface is being utilized.

This enhancement aims to reduce setup time and improve the verification process, making it easier to manage connections to the Financial Consolidation and Close tool.

Installation and Setup Requirements

To install and configure the Close Management and Consolidation Sync SuiteApp, you must have the Administrator role. Complete the setup tasks in order:

1. Install and configure the NetSuite EPM Connector SuiteApp for Financial Consolidation and Close.
2. Enable the required NetSuite features.
3. Install the Close Management and Consolidation Sync SuiteApp.
4. Assign roles to SuiteApp users.
5. Create an integration user with the required permissions.
6. Set up token-based authentication (TBA) for Financial Consolidation and Close users.
7. Configure the connection to Financial Consolidation and Close.
8. Schedule the required SuiteApp script deployments.
9. Validate the configuration by using the setup checklist.

For detailed procedures, see Close Management and Consolidation Sync Installation and Setup.

Who This Affects

This update primarily impacts:

• Administrators responsible for configuring SuiteApps
• Finance teams using Oracle EPM for financial consolidation
• IT personnel involved in integration tasks with NetSuite

Key Takeaways

• The Close Management and Consolidation Sync SuiteApp enhances integration between NetSuite and Oracle EPM.
• New verification features streamline the process of confirming application connections.
• Improved configurations support efficient data management and synchronization.
• Administrators and finance teams will benefit from reduced setup complexity and enhanced security protocols.

Related Topics

• NetSuite Enterprise Performance Management Overview
• SuiteApps
• Saved Searches
• Datasets