Data Integration Configuration

Now you've got to decide how you will load your data to the Planful structure. Under Data Integration Configuration, configure the appropriate task based on your data load plan. 

Web Services / Boomi - Load all types of data

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

Other available options to load your data:

• APIs - A simple, powerful and secured way of importing or exporting data to and from the Planful application
• Data Load Rules - Load all types of data
• Transaction Details - Load transaction or "daily" data
• Actual Data Template - Load actual data

Web Services

With Web Service APIs, you can configure Planful to import data from an external source. First you need to complete the Web Service Access page located under Maintenance Configuration Tasks to define security access for importing data and set up user notification so that users know when new data is loaded to Planful.

Web Services is one method in which your data added to the Boomi Atmosphere (an on-demand integration service) is loaded to Planful. A web browser is used to build, deploy and manage integrations. No software or hardware is required.

To complete the Web Service Access configuration task, follow the steps below:

1. Access the Web Service Access page under Maintenance > Administration > Configuration Tasks.
2. Click Web Service Access.
3. Click Enable for API.
4. Planful provides default URLs under Web Service URL. These URLs will be needed to connect with the Planful application through a session-state or state-free authentication.
5. Click Save & Complete.

Once Web Service Access is configured, you can create a Data Load Rule.

1. Navigate to Maintenance > Data Integration > Data Load Rules.
2. Click the New Data Load Rule tab.
3. Select Web Services as the Load Type on the New Data Load Rule page.
4. Use an external Data Integration tool (Boomi) to load data to the Planful system. To learn more about Boomi Integration, click here.
5. The steps will vary based on the external Data Integration tool used.

To learn more about the Data Load Rule, click here.

Cloud Services

Load GL, Translations, Transaction data from any of the available options to Planful. To do so, complete the Configuration Task accessed from the Maintenance menu. Each field you'll complete on the Cloud Services page is described below based on the service.

Box - Load GL and Translations data

Google Drive - Load GL and Translations data 

FTP/SFTP - Load GL data, translations, and transaction data

Netsuite Connect - Load Segment Hierarchies, Currency Exchange Rates , GL Data, Translations Data or Transaction Data.

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

Related article:

Best Practices for Loading Data