Friday, January 18, 2019

Import NetSuite Actuals into Adaptive Insights for Each Department/Sub-department

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

Add Sub-Levels first in Adaptive Insights. Child Levels can be added to the Organization Structure :
1. Manually at Admin > Manage your Organization Structure; or
2. Through import at Planning > Import tab > Import Level Mappings and click Import Level Mapping link.

Once each NetSuite Department is mapped to Adaptive Level at Planning > Import tab > Import Level Mappings subtab, import data into each of the child Departments or Levels. Data can be imported to all of child Departments or Levels in one single import file.


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