Saturday, May 18, 2019

Clear All Existing Level Mappings in Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

To clear all existing Level mappings in Adaptive Planning, the following steps can be followed:

1. Go to Integration > Import > Import Level Mappings
2. Click Printable View to download the current mapping
3. Click Open. You will have an excel file with your Import Level and Mapped Level
4. Still in Integration Import > Import Level Mappings, click Import Level Mapping
5. Download the template
6. Copy the Import Level column from the Printable View that was downloaded from step 2  to the Level Mappings tab of your download template
7. Save the said file and upload to your import level mapping
8. Click Upload
9. Notice that it would have --No Mapping-- on the mapped level for each level. Click Save to proceed with the changes.

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