Concept: Integrate With NetSuite

Adaptive Planning

is NetSuite 2023.1 BFN certified.

There are two different ways in which

Adaptive Planning

integrates with NetSuite:

NetSuite Integration - Basic

Adaptive Integration with NetSuite Enhancements

They interact with NetSuite in slightly different ways.

Imports from NetSuite

If you have Adaptive Integration with NetSuite Enhancements
only use the Adaptive Integration > Design Integrations
menu to manage import mappings when you need to import data from NetSuite.

Do NOT use the Integration > Import
menu's mappings screens if you have Adaptive Integration with NetSuite Enhancements.

Transaction Drill-through

NetSuite Drill-through is only available if you set up your NetSuite Integration before August 12, 2024.

NetSuite External Systems only support drilling from leaf levels, not rollup levels. NetSuite Basic supports drilling from rollup levels.

Transaction Drill-through can be achieved in one of the following ways:

Both NetSuite Integration Basic and Adaptive Integration with NetSuite Enhancements allow for drilling back into NetSuite on the standard categories. This requires that the user have a NetSuite seat.

It is also possible to import NetSuite transactions into the

Adaptive Planning

Transactions module and allow drill-through into those transactions within

Adaptive Planning

. This can be achieved through Adaptive Integration with NetSuite enhancements and the

Adaptive Planning

Transactions module. An integration task can be set up to automate the import of transactions into

Adaptive Planning

. This approach does not require individual NetSuite seats for business users who need drill-through. If you need to drill into transactions for more than the standard NetSuite categories, then import transactions into

Adaptive Planning

and use the Transactions Module.

Exports into NetSuite

Export of data from

Adaptive Planning

to NetSuite can be achieved in the following ways:

Using NetSuite Integration Basic

Export mappings need to be created in order to export

Adaptive Planning

data back into NetSuite. If you are using the Basic option to export, then the export process is manual and cannot be scheduled.

If you are using NetSuite Integration Enhancements for importing data, you need to maintain import mappings through Integration > Design Integrations
, and export mappings through Integration > NetSuite Export Category Mappings.

Using Adaptive Integration with NetSuite Enhancements

You can choose to manage both import and export through Adaptive Integration with NetSuite Enhancements. In this case, you will need to manage export data through a Scripted Export Loader within Adaptive Integration. This option allows for automation of the export process and creating scheduled exports. It requires implementation of export scripts through Adaptive Professional Services and the installation of an on-premises data agent. For more details see Steps: Set Up NetSuite Data Sources.

Comparing the Options to Integrate with NetSuite

NetSuite Drill-through is only available if you set up your NetSuite Integration before August 12, 2024.

	NetSuite Integration - Basic	Adaptive Integration with NetSuite Enhancements
Requires installation of the Adaptive Insights for NetSuite bundle	YES	YES
Enables Drill Through to NetSuite	YES	YES
Menu used to manage mappings for import	Integration > Import Account Mappings Integration > Import Level Mappings	Integration > Design Integrations
Menu used to manage mappings for export	Integration > Export Account Mappings Integration > Export Level Mapping	Set up a scripted export loader and manage mappings within Integration > Design Integrations
Requires Professional Services	NO	YES To set up Import To set up Export using a scripted export loader. This also requires the installation of an on-premises data agent.
Exports NetSuite's 6 standard categories (Account, Subsidiary, Department, Class, Item, Customer)	YES	YES Through scripted export loader
Allows Imports of NetSuite's custom objects and custom segments	NO	YES
Imports Standard Sheets	YES	YES
Automated import into any Planning sheet	NO	YES
Automated import of transactions in Transactions module in Planning	NO	YES

Planning Administration General Setup Options for Integration and NetSuite

The diagram below illustrates the Integration and NetSuite options visible to administrators within Administration > General Setup.
Although both Integration's NetSuite data source and NetSuite Basic can be enabled simultaneously, using only Integration's NetSuite data source is recommended because it provides more complete access to NetSuite data.

The options shown below for Integration and NetSuite are provided in the General Setup screen to let company administrators choose the setup they need for their use case.

The Integration: <data source type>
options allow an administrator to limit what data source types can be created within Adaptive Integration's Data Designer screen. If only NetSuite is enabled, only new NetSuite data sources can be created in the Data Designer screen.

The NetSuite Customer: NetSuite Basic
option enables the NetSuite specific menus available within

Adaptive Planning

's main navigation.

NetSuite Drill-through is only available if you set up your NetSuite Integration before August 12, 2024.

Diagram - Planning Administration General Setup Options for Integration and NetSuite