Concept: Integrate With NetSuite

Adaptive Planning

is NetSuite 2023.1 Built for NetSuite (BFN) certified.

Administrators can integrate with NetSuite using the

Design Integrations

integration option.

For companies that aren't NetSuite customers and have integrations enabled by provisioning, you can specify which integrations are available using the

Enable Features

section of

Administration

General Setup

. Example:

Workday

Intacct

, and

NetSuite

If you only select NetSuite, then you can only create

NetSuite

data sources using the

Design Integrations

integration option.

Data Imports and Exports

To integrate

Adaptive Planning

with NetSuite, you can:

Action	Steps	Description
Import data	Access Integrations Design Integrations . Add a NetSuite data source.	We recommend you use this method to import data from NetSuite instead of the Import integration option.
Export data	Use a Scripted Export Loader within Adaptive Integration. To set this up, you need to implement export scripts through Adaptive Professional Services and an on-premises data agent. See Steps: Set Up NetSuite Data Sources.	This method enables you to automate the export process and create scheduled exports.

Drill Through NetSuite Transactions

You can only drill through NetSuite transactions if you set up your NetSuite integration before August 12, 2024.

You can drill through transactions from NetSuite after you've imported data. However, NetSuite external systems only support drilling from leaf levels and not rollup levels.

You can drill through NetSuite transactions using these methods:

Method	Description
Drill back into standard categories.	Requires a NetSuite seat.
Import NetSuite transactions into the Adaptive Planning Transactions module, and then drill through those transactions within Adaptive Planning. You can set up an integration task to automate the import of transactions into Adaptive Planning.	Doesn't require a NetSuite seat for business users who require drill through. Also recommended for drilling into transactions for more than the standard NetSuite categories.