Data Import

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The data import operation loads data from source systems into Planful. Data import can be done for the following data load types:

  1. Segment Hierarchies

    1. Common COA

    2. Sales

  2. Data

    1. GL Data

    2. Sales Data

    3. Transaction Data

    4. Translation Data

  3. Attributes

  4. Attribute Hierarchies

  5. Entity Hierarchies

    1. Budget Entity Hierarchy

  6. User Information

    1. User Load

  7. Workforce Planning

    1. Workforce - Employee Data

    2. Workforce - Employee Compensation Item

    3. Workforce - Employee Allocations

  8. Currency Exchange Rates

  9. External Source Model