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    NetSuite Integration
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    NetSuite Integration

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    Article summary

    To complete the NetSuite integration with Planful, you must first complete a one-time setup , which consists of 3 steps.

    1. Configuration in NetSuite

    2. Installation of the SuiteScript Bundle

    3. Configuration in Planful

      Complete steps 4-6 once steps 1-3 are complete. The steps below are not a one-time activity.

    4. Creation of Saved Searches in NetSuite

    5. Creation of a Data Load Rule to Load Data Resulting from the NetSuite Saved Search

    6. Creation of a Cloud Scheduler Process


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