Enabling the Emburse Integration Role when Importing Custom Fields using Custom Segments

When importing Custom Fields with Custom Segments into Nexonia, you first need to enable access for the Emburse Integration Role in each Custom Segment. 

Please Note: You may not have Custom Segments enabled in your NetSuite environment, in which case this part of the process should be skipped.

To enable this access:

Step 1: On your NetSuite homepage, click Customization. Then, click Custom Segments.

Step 2: Click Edit next to the applicable Custom Segment.

Step 3: Go to the Permissions tab and set the Role to Nexonia Admin.

Step 4: Set the following fields as follows:

• Default Record Access: Edit
• Default Search/Reporting Access Level: Edit
• Value Management Access Level: Full
• Record Access Level: Edit
• Search/Reporting Access Level: Edit

Step 5: Click Save to complete. The Custom Segment is now fully configured to pull into Nexonia via its associated Custom Field. If needed, repeat this process for other Custom Fields.