Admin Guide to Loading Data to Planful

This guide explores options available to load your data to Planful.

The remainder of this document discusses each of the options along with best practices.

Web Services / Boomi - load all types of data

Integration Services - manage the Integration Process with Boomi from within the Planful application

APIs - a simple, powerful, and secure way of importing or exporting data to and from the Planful application.

Cloud Services - depending on service (for example, Box and NetSuite Connect); load GL, Segment Hierarchy, Transaction, and Translations data

Data Load Rules - load all types of data

Transaction Details - load transaction or "daily" data

Actual Data Template - load actual data

Best Practices for Loading Data