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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