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Adaptive Insights LLC.

ARCHIVED NetSuite Integration Setup - Basic

Use of the NetSuite Integration is available as an add-on. Contact us for more information.

A user with the NetSuite Setup Administrative permission can create the association between their Adaptive Insights model and their NetSuite account. Setting up NetSuite Integration is a one-time event for each company, which requires the Account ID of the company's NetSuite account and the email address and password for a NetSuite user with the Administrative role in that company.

The NetSuite Connector allows an Adaptive Insights customer who is also a NetSuite customer to import actuals from their NetSuite accounts into Adaptive Insights an automated fashion. Users can drill into transaction-level detail for accounts in the Actuals version and the target of some NetSuite Import Mapping. Users with the appropriate access can export budgets from Adaptive Insights into NetSuite.

Steps to Complete the Setup

  1. Determine which NetSuite user account (with the Administrative role) will be used for the integration. Either use one of your existing NetSuite users with the Administrative role, or create a new user specifically for the NetSuite-Adaptive Insights integration. You may want to create a new user so that your NetSuite integration is not tied to the permissions and/or existence of a specific NetSuite user. If you create a separate user, you can then monitor and control that user separately from any other particular user in your system. You can choose to disable the integration independently of disabling a real user, and you can choose to disable a user without damaging the integration.

  2. Input your NetSuite user's email address, password, and Account ID, which are required fields.

    Note: You can find your account ID in the NetSuite UI. As an Administrator, go to
    Support > Customer Service > Contact Support by Phone.
    The account number will appear in a pop-up box. The Role ID field is optional. Enter a Role ID if you want the import to be performed by a user with a role other than Administrator. See below for the permissions required for such a role

  3. In the System Type field, select the NetSuite instance to which you want to connect. You have the option to select your Production instance or your Sandbox instance.

    As of January 11, 2018, NetSuite provides a new process for identifying and accessing new and refreshed NetSuite sandbox accounts. 
    NetSuite appends sandbox accounts with _SBn, (where n is the sandbox instance number) so that an account xxxxxxxxx would become xxxxxxxxx_SB1. This full Account ID xxxxxxxxx_SB1 must be used within Integration - Basic as the Account ID. The System Type for any xxxxxxxxx_SB1 accounts must be set to Production.

  4. Determine if you will use the Enhanced bundle-based drill-through. If this is checked, and you purchased Adaptive Integration and the NetSuite Adapter, drill-through first looks for mapping in the NetSuite Data Source (Adaptive Integration). If a mapping cannot be found for NetSuite Data Source (Adaptive Integration), then the NetSuite Basic (NetSuite OEM) mapping is used. The NetSuite Data Source (Adaptive Integration) option requires configuring a NetSuite External System within the Adaptive Integration Data Designer.  Data imported from NetSuite into Planning through the NetSuite Data Source (Adaptive Integration) is available for drill-through into NetSuite. If you are using NetSuite Data Source (Adaptive Insights) option, refer to Setting up a NetSuite Data Source, and the External Systems section in for full details on configuring the NetSuite Adapter for drill-through.

  5. Click Save. Adaptive Insights tries to connect to NetSuite to establish the integration. If the connection is successful, this screen will confirm the integration and display the NetSuite Account ID. If the connection fails, this screen will display an error message with a description of the issue.

    For security purposes, your NetSuite password and email address are not stored in Adaptive Insights.

Retaining NetSuite Role 3 Admin Status and the Web-service Only Role

You cannot begin the NetSuite Basic (NetSuite OEM) integration process by using a NetSuite Web-service only role. NetSuite first requires a role 3 administrator to initiate SSOLogin so that a security token can be passed to Adaptive Insights.

This original NetSuite role 3 administrator user must keep their role 3 status or the NetSuite integration with Adaptive Insights will stop working.

If the original NetSuite user loses role 3 administrator status, update the import user to a new role 3 administrator user. After updating the import user to a new role 3 administrator user, change the import user to a separate user who has the web-services only role.

Optional Setup Steps

It is possible to specify a different NetSuite user to perform the import. This is not required, but recommended to guard against the loss of the integration in the case that the first NetSuite user account (detailed in step 1) becomes invalid.

  1. Create a new role in NetSuite called "Adaptive Planning." This role should be a web services only access role with the following set of permissions:

    • Transactions > Find Transactions - FULL

    • Transactions > Set Up Budgets - FULL

    • Lists > Perform Search - FULL

    • Lists > Accounts - VIEW

    • Lists > Classes - VIEW

    • Lists > Customers - VIEW

    • Lists > Departments - VIEW

    • Lists > Items - VIEW

    • Lists > Locations - VIEW

    • Lists > Subsidiaries - VIEW

    • Reports > Balance Sheet - VIEW

    • Reports > Income Statement - VIEW

    • Reports > Financial Statements - VIEW

    • Setup > Web Services - FULL

    • Setup > Manage Accounting Periods - VIEW

    • Setup > Accounting Lists - EDIT

    In addition, NetSuite OneWorld customers with multiple subsidiaries should grant access to all subsidiaries to the role, and check the cross-subsidiary record viewing permission box:

    • Subsidiaries - Select All

    • Allow Cross-Subsidiary Record Viewing - YES

  2. Create a new user in NetSuite called "AP Integration" and assign the "Adaptive Planning" role created in the previous step to this user.

  3. In Adaptive Insights, go back to the NetSuite Integration Setup Screen and click the Update Import User button. When the screen refreshes, you will have the option to complete the fields that you updated in step 2 above. Input the "Integration" user's email address, password, Role ID, and Account ID, which are required fields. The Account ID can be located in NetSuite on the Web Service Preferences page under the Setup menu. The Role ID is located in NetSuite as the "Internal ID" on the Manage Roles page.

Resetting the Integration Setup Screen

Once you have successfully setup the NetSuite Integration, you will see a Reset Connection button at the bottom of this screen. Clicking the Reset Connection button will disable the NetSuite integration, and data can no longer be transferred from NetSuite into Adaptive Insights. Resetting the integration will not delete any mappings or previously imported actuals.

The integration can be easily restored by re-inputting a NetSuite email address, password, and Account ID in the NetSuite Integration Setup screen as described in the previous section.

Update the Import User

You can specify a NetSuite user other than the user that was used to create the initial connection to effect the data transfer between the systems. Clicking the Update Import User button takes you to the NetSuite Setup Integration screen where you can enter the specifications for the new Import user. See "Optional Setup Steps" above.

Impact of Making Changes to the NetSuite User Account used for Integration

Once the NetSuite integration has been set up, data can be transferred from NetSuite to Adaptive Insights using the permissions of the Import User. Subsequent changes to that user in NetSuite may invalidate the linkage between the two systems and cause later data imports to fail.

  • Changing a user's password in NetSuite does not invalidate any linkage between Adaptive Insights and NetSuite which uses that user's credentials.

  • Changing a user's default role in NetSuite does not invalidate any linkage between Adaptive Insights and NetSuite which uses that user's credentials.

  • However, changing a user in NetSuite such that they no longer have permission to access the data needed for import, or such that they are no longer a valid user at all, will cause subsequent imports to fail and will require an Adaptive Insights admin with NetSuite Setup administrative permission to update the import user to be a valid NetSuite user with the required permissions.

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