Planning and Budgeting Financials Integration Guide in NetSuite

Starting in NetSuite 2026.1, users can integrate their Planning and Budgeting application with NetSuite to load data and metadata using saved searches and datasets. This integration enhances financial planning and budgeting processes by seamlessly connecting the two systems.

What's New

The integration of Planning and Budgeting Financials with NetSuite involves several key steps. Administrators can utilize the NetSuite EPM Connector SuiteApp to facilitate this connection, ensuring that essential data is efficiently transferred. Here’s a breakdown of the integration process:

Integration Steps

1. Install NetSuite EPM Connector SuiteApp
   You must have Administrator role access to install this SuiteApp. It serves as the foundation for your integration setup.

2. Setup File Encryption Password
   This step is crucial for securing the data transmitted between NetSuite and the Planning and Budgeting application.

3. Allowlist Data Sources
   Define which data sources will be included in the integration to ensure only relevant data is processed.

4. Install Planning and Budgeting Sync SuiteApp
   This SuiteApp further enhances integration capabilities and needs to be added to your NetSuite instance.

5. Enable Planning and Budgeting Financials
   Configure your Planning and Budgeting application to support the necessary integrations.

6. Set Up an Integration User
   Create a dedicated user for integration activities, ensuring it has the right permissions in NetSuite.

7. Create Default Saved Searches
   Set up these searches for data and metadata extraction from NetSuite.

8. Configure Default Settings
   Establish default parameters for Planning and Budgeting Financials tailored to your needs.

9. Establish Connection Points
   Set up token-based authentication for connecting the Planning and Budgeting application with NetSuite.

   • From Planning and Budgeting to NetSuite
   • From NetSuite to Planning and Budgeting

10. Schedule Sync Script Deployments
    Automate the data synchronization to ensure timely updates and accuracy in financial information.

Who This Affects

• Administrators: Responsible for setting up and maintaining the integration.
• NSEPM Implementers: Assist in the configuration of the integration and ensure best practices are followed.
• Finance Teams: Benefit from more streamlined financial planning and budgeting processes.

Key Takeaways

• NetSuite 2026.1 enhances integration between Planning and Budgeting Financials and NetSuite.
• Successful integration requires appropriate roles and permissions.
• Following the outlined steps ensures a robust setup for effective data management.