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Adaptive Planning
Last Updated: 2024-08-23
Setting Up Integration Between NetSuite And Adaptive Insights for NetSuite Bundle

Setting Up Integration Between NetSuite And Adaptive Insights for NetSuite Bundle

Setup Integration between your NetSuite Instance and
Adaptive Insights for NetSuite Bundle.

  1. Login to your Adaptive Insights instance with your credentials.
  2. Go to
    Integration > NetSuite Setup
    . Fill out this page and hit Save.
  3. Go to Admin > Edit user and select your username. You will see a separate field on this screen under the Adaptive Insights login that asks for your NetSuite Login Email. This has to match your NetSuite login exactly. Type in your NS login and hit Submit.
  • The NetSuite Login Email field will be pre-populated with your AP Login email.
  • If you do not see the NetSuite Login Email field, your AP instance is not enabled for NetSuite Financial Planning. If this is the case, please contact your NetSuite Account Manager.
  • Repeat this step for every NetSuite user that requires access to NetSuite Financial Planning