August 2025 (v25.8)

Data Integration

5 Articles in this category

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Data Integration

5 Articles in this category

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Loading Data With Actual Data Templates

The article serves as an admin guide for loading actual data templates into Planful Drive, detailing the steps and best practices for importing and managing data templates to ensure accurate data integration.

Setting Up Translations

Set up Translations to load data that needs to be translated. For example, if your organization operates with multiple companies with disparate general ledgers using different schemas of chart of accounts, data translations or mappings are required ...

Guide to Export Data Setup and Export Data

The article describes how to export data from Planful, detailing the steps and options for extracting data for use in external applications or for reporting purposes.

Setting Up Transaction Details

The article provides an admin guide for loading transaction details into Planful from Google Drive, detailing the steps and best practices for importing and managing transaction data.

DLR

google drive file upload - To create a Data Load Rule to load a file from Google Drive, follow the steps below:Click Maintenance > Data Integration > Data Load Rules. Click New Data Load Rule. Enter a Name and Description. For Load Type, selec...

How to Add an Integration Service Process?

The article provides overview for loading data into Planful through integration services, detailing the steps and best practices for setting up and managing data imports from integrated systems.

Understanding Clear Data

Access Clear Data by navigating to Maintenance > Data Integration > Clear Data . Clear Data allows you to delete financial data posted by the Consolidation process or loaded using Data Load Rules. We recommend that you clear data for a Da...

Using Data Calculation Exceptions

The article describes data calculation exceptions in Planful, detailing how to manage and address anomalies or issues that occur during data calculations.

Additional Topics

9 Articles in this category

API Library

Planful offers a variety of Application Programming Interfaces (APIs), including SOAP and REST APIs. These APIs provide a simple, powerful, and secure method for importing and exporting data to and from the Planful application. The API Library i...