Converting a DLR Type

When you set up a Data Load Rule (DLR), you select how you want your source data (such as actuals) loaded to Planful. For example, you might load it in a file format or copy and paste the data. You might also use Boomi Connectors (Web Services). Let’s say you generally use the File load type to load data to Planful from your source system. But, you’ve decided to use connectors via Web Services to load your data. Instead of re-creating the entire DLR (Data Load Rule), you can simply edit it and change the Load Type. This flexibility saves time and ensures consistency in loading data when the same DLR is used.

You can switch between the types of DLRs:

1. File Load
2. Web Services
3. Copy – Paste
4. NetSuite Connect

Best Practices:

Complete all the steps in the DLR to effectively change the DLR type. Otherwise, the DLR will be rendered unusable.

How to Convert the Load Type from File to Web Services?

1. Navigate to Maintenance > Data Integration > Data Load Rules.
2. Select a DLR and double-click it
3. Change the Load Type to Web Services and complete the remaining steps of Select Sample Input File, Define Overall Rule Settings, Manipulate Input File, Define Data Mappings and Load Data for the changes to take effect.
   
   
   Note:

   To change the DLR back to File Load for Load Type:

   1. Double-click the DLR from the Data Load Rule List page.
   2. On the New Data Load Rule page, change the Load Type to File Load and complete the remaining steps of the DLR.

How to Convert a DLR with a Load Type of File, Copy Paste, or Web Services to NetSuite Connect?

To change the Load Type from Web Services to another, follow the steps below:

1. Access the Data Load Rules pages by navigating to Maintenance > Data Integration > Data Load Rules.
2. Double-click a DLR on the Data Load Rule List page. The Define New Data Load Rule page opens.
3. Select the Load Type as Netsuite Connect. 
4. Complete the remaining steps from the Select Sample Input File to the Load Data step to use the DLR.

To use NetSuite Connect there are required setup steps. Click here to learn all about NetSuite Connect and how to perform the setup.

How to Convert a NetSuite Connect DLR Load Type to File Load, Web Services, or Copy Paste

To change the Load Type from NetSuite Connect to another, follow the steps below:

1. Access the Data Load Rules pages by navigating to Maintenance > Data Integration > Data Load Rules.
2. Select the NetSuite Connect - Load Type DLR and click the Usage Report icon from the top menu bar to find out if the DLR is being used in any Process Flow. 
3. If the DLR is being used in a Process Flow, edit the Process Flow and remove the Task with that DLR. If there is only one Task in the Process Flow, then you will have to delete the Process Flow to continue changing the DLR type.
4. Return to the Data Rule Page and double-click a DLR on the Data Load Rule List page. The Define New Data Load Rule opens.
5. Change the Load Type as needed.
6. Complete the remaining steps from the Select Sample Input File to the Load Data step to use the DLR.